Share Market

Broadcom Earnings: Can $58 Billion in AI Revenue Justify the semiconductor rise?

Broadcom reported third-quarter fiscal 2026 revenue of $29.59 billion, up 86% year over year, while adjusted EPS reached $3.32, both ahead of analysts’ expectations. More importantly, AI semiconductor revenue reached $16.7 billion, up 221% from a year earlier and 54% from the previous quarter.

Caterpillar Q2 2026 earnings: a fundamental and technical overview

Caterpillar Inc. reported strong Q2 2026 financial results, comfortably exceeding market consensus expectations. However, elevated valuation metrics and shifting expectations regarding a more restrictive US monetary policy stance have recently placed downward pressure on its share price.

Can Azure's $100 billion milestone push MSFT toward $550?

Nvidia shares surge following strong quarterly earnings and robust growth

Nvidia shares surged 8.74% after surpassing second-quarter earnings estimates, driven by solid, AI-led growth within its Data Centre segment. Robust top-line revenue, high operating margins, and strong third-quarter guidance supported Nvidia’s overall market capitalisation.

Dell ahead of Q2 2026 earnings: a fundamental and technical analysis

Dell is set to report its Q2 2026 earnings on 1 September. Driven by strong AI server demand, analysts anticipate substantial year-on-year revenue and EPS growth, although momentum indicators point to near-term price consolidation.

Nvidia earnings 2026: will beating expectations be enough this time

Nvidia has reached the point where beating expectations is no longer enough. Wall Street is heading into another earnings report expecting roughly $92 billion in quarterly revenue, another record for the company. But after several quarters in which Nvidia delivered impressive results only to see the stock stumble afterward, traders are focusing on a different question: can the next phase of the AI boom still justify today's valuations?

Palantir Q2 2026 earnings: a fundamental and technical overview

Palantir's strong Q2 2026 report beat estimates with 93% revenue growth, driving shares up 37%. Despite high valuations, robust fundamentals and technical momentum support its ongoing bullish trajectory.

Airbnb Q2 2026 earnings: A fundamental and technical overview

Airbnb exceeded Q2 2026 earnings estimates, driving a 22% share price surge. Strong financial metrics, low debt leverage, and long-term bullish technical indicators continue to support share growth.

Anthropic $2 trillion IPO bet puts SpaceX record at risk

Anthropic is moving closer to the public market at a time when investors are already questioning how much the AI boom is worth. The company has not announced an IPO valuation or date, but investors are reportedly discussing a figure of $2 trillion or more, which would put Anthropic above SpaceX’s valuation from its June listing and potentially make it one of the largest IPOs ever.

SpaceX revenue surges 92%: can Starlink and AI justify their massive spending?

SpaceX has given investors two very different reasons to pay attention this month. On one side, the company is showing extraordinary operating growth, from record launch cadence to rapidly expanding Starlink and AI revenue. On the other, the scale of its investment spending and the steady release of locked-up shares are raising a harder question: how much growth is already priced into SpaceX, and how much capital will it take to deliver the next stage?