Share Market

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

Oracle earnings become a reality check for the AI cloud story

Oracle’s upcoming results are not being treated like a normal quarterly update. Investors are looking at this report as a reality check for one of the most aggressive AI-cloud growth stories in the market.

Nvidia deepens its AI supply chain as DGX Spark brings supercomputing to the desk

Nvidia’s AI story is no longer about selling chips into data centres. The company is now trying to control more of the ecosystem around those chips, from supply chain financing to developer hardware.

Micron joins the trillion-dollar club as AI memory becomes the new bottleneck

Micron has now reached a market valuation above $1 trillion, while its share price is trading close to the $1,000 mark, after a surge driven by demand for high-bandwidth memory and tighter supply across the memory market.

Nvidia record quarter still leaves investors asking how long the AI boom can run

Nvidia delivered another quarter that would be hard to call anything other than exceptional. Revenue hit a fresh record, profits surged, data-centre demand stayed strong, and the company announced another huge buyback.

Broadcom’s AI story strengthens after expansion with Google

Broadcom’s AI narrative has become harder for the market to dismiss after the expansion of its partnership with Google and Anthropic. The latest agreement gives Anthropic access to multiple gigawatts of next-generation TPU capacity starting in 2027.

Meta AI spending is starting to worry investors despite record earnings

Meta posted another huge quarter, reporting record revenue of $56.31 billion, up 33% from a year ago, while EPS came in at $10.44 versus expectations of around $6.67.

Alphabet’s earnings signal the AI infrastructure boom has arrived

Alphabet’s latest earnings were not just strong. They were the kind of numbers that force the market to rethink the scale and speed of the AI cycle inside Big Tech.

Microsoft earnings, AI costs, and the profitability question

Microsoft enters earnings in a familiar position strong fundamentals, high expectations, and very little room for disappointment.

Alphabet earnings ahead is a real test for Its AI spending strategy

Alphabet heading into earnings season amid heightened anticipation, the spotlight may not rest so much on overall figures but rather on just how boldly it's setting up for what comes next in AI development

AI inference demand rewrites Intel story

Intel’s move was not just an earnings reaction; it was a repricing of a narrative that the market had largely discounted. The 20% surge came after Q1 revenue printed at $13.6 billion, beating expectations by a wide margin.