Share Market

Daily stock & share market news and analysis covering global equities, major indices, company earnings and the key economic drivers.

Micron driving growth in AI memory

Micron is emerging not just as a leading memory chip manufacturer but as a strategic cornerstone in the global AI infrastructure boom. Sustaining its current momentum requires more than just strong quarterly results; it demands a long-term vision, and Micron’s recent initiatives signal exactly that.

Nvidia strengthens AI leadership with Coherent deal

Nvidia has taken another step to solidify its leadership in AI infrastructure with a multiyear strategic agreement focused on advanced optics technologies. The deal, structured as a nonexclusive collaboration, involves a multibillion-dollar purchase commitment.

Intel’s gains momentum as AI partnerships with Nvidia

Intel is showing renewed signs of life at a critical moment in its restructuring story. After months of investor skepticism over heavy capital spending and pressured margins, a mix of improving fundamentals, AI-linked partnerships, and pricing power is beginning to shift sentiment.

Oracle expands margins amid hyperscale investments

Oracle currently trades on a P/E of 27.6x, above the software industry average of 25.4x, net income increased 33% year-on-year and 24% sequentially, reflecting strong execution across cloud services, software, and enterprise solutions.

Microsoft takes the lead in efficiency

Microsoft remains a cornerstone for institutional portfolios. While the broader tech sector has faced valuation scrutiny, Microsoft’s recent financial prints suggest a company that isn't just growing is becoming more efficient as it scales.

IonQ rally cools as shares approach key pivot zone

IonQ has delivered explosive top-line growth over the past year, but the financial picture beneath the surface reflects a company still deep in expansion mode and still unprofitable.

Alphabet balancing historic premiums against a surge in leverage

Alphabet is currently undergoing a fundamental shift in its financial profile. For years, the search giant was defined by a fortress balance sheet and conservative valuations. However, the latest financial data reveals a company that is aggressively leveraging its capital structure and commanding a significant market premium.

Micron’s outperforming the titans of tech

Micron Technology is quietly redefining the semiconductor narrative. In its Q1 2026 earnings call last December, management revealed that the company’s high-bandwidth memory (HBM) for AI servers had already sold out before the year even began.

S&P 500 faces liquidity rotation and profit-taking

US equities ended the session mixed as selling pressure returned to large technology names. The S&P 500 slipped modestly, while the Nasdaq underperformed as investors locked in profits after a strong run in AI-linked stocks.

Lucid’s Saudi bet

Lucid Group’s story has been defined by ambition, losses, and a stock chart that has punished patience. Since peaking at nearly $579 in 2021, Lucid shares have been in a persistent downtrend, sliding toward the low as investors questioned whether the company could ever scale production profitably.