Share Market

JPMorgan doubles on AI investments

JPMorgan strategy for 2026 is focused on AI and technology and treating it as core infrastructure rather than a peripheral experimental project, for Q1 the technology spending has reached $19.8B a 10% increase from the last year.

IonQ: big quantum promises, but the market wants proof

IonQ successfully connected two independent trapped-ion quantum systems using photonic interconnects, advancing modular quantum computing capabilities.

From expansion to execution: Oracle’s Q2 test

Oracle’s latest move with Bloom Energy is more than just a partnership, it highlights where the real bottleneck in AI is shifting. The agreement to secure 1.2 gigawatts of fuel-cell capacity, alongside a $400 million investment tied to warrants for up to 3.53 million shares.

Alphabet TurboQuant reshapes AI economics ahead of earnings

Alphabet’s latest announcement around its TurboQuant algorithm arrives at a moment when the market is actively searching for the next inflection point in the AI trade. What the company’s researchers have introduced is not simply an incremental upgrade.

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.

Starbucks Corporation (SBUX)

Adobe

Amazon

Apple

AMC