Share Market

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

Microsoft AI spending remains heavy, but productivity signals are improving

Microsoft’s AI strategy is beginning to show more tangible progress, even if investors have not fully rewarded the stock for it yet. The market has spent much of the past year questioning whether the company’s aggressive AI investment cycle can generate enough returns to justify the scale of spending. That concern has not disappeared. But the latest operational signals suggest the debate may be starting to shift.

Who owns the most SpaceX stock?

SpaceX is still controlled by Elon Musk, but the outside ownership story is just as important. The company’s rise created one of the biggest private-market wealth transfers in modern technology, rewarding early venture investors, long-term institutional backers and funds that were willing to hold SpaceX through years of technical risk, funding rounds and delayed public access.

SpaceX joins Nasdaq 100 today

SpaceX is joining the Nasdaq 100 just weeks after its record IPO, giving the stock a major boost from index-tracking funds as Wall Street firms begin coverage with mostly bullish ratings. The optimism is tied to SpaceX’s long-term growth potential in rockets, satellites and artificial intelligence, but questions around valuation, profitability and execution remain central to the stock’s next phase.

Micron blockbuster quarter turns memory cycle into an AI profit story

Micron is no longer trading like a simple memory-cycle recovery. The latest Q3 results have pushed the stock into a different debate: whether AI demand can turn the company into one of the most profitable US technology names outside Nvidia and Google.

Microsoft’s AI selloff: dip, reset or warning Signal?

Microsoft’s sharp decline has turned one of the market’s most reliable technology leaders into a major debate over artificial intelligence spending, free cash flow and valuation. After a reported 30% to 35% drop, a 52-week low and a $613 billion rout, investors are asking whether the selloff is a healthy reset in AI expectations or a warning signal for the broader US tech trade.

SpaceX-Anthropic deal turns AI compute into the next test for SpaceX valuation

SpaceX is no longer valued only as a rocket, satellite or Starlink story. The Anthropic deal changes the frame. By committing nearly $45 billion over the next three years for server capacity, Anthropic is effectively turning SpaceX into a major AI infrastructure provider as well as a space and connectivity company.

Dow Jones hits record high amid softer nonfarm payrolls

The Dow Jones reached a fresh record high as softer US payrolls reduced expectations of near-term Federal Reserve tightening, supporting rotation into non-technology equities. Payrolls slowed sharply to 57,000, while unemployment fell to 4.2%.

S&P 500 calm looks fragile as dollar funding stress builds underneath

S&P 500 remains near 7,483, equities are not yet showing panic, and the surface of the market still looks orderly. But the stress is not starting in equities. It is showing up in the dollar, in FX volatility, and in the cost of offshore funding. That matters because major equity breaks often begin away from the equity screen.

Alphabet’s AI spending tests how much cash flow investors are willing to trust

Alphabet is becoming one of the clearest tests of the AI investment cycle. The company is raising $84.75 billion in equity capital to fund a much larger buildout in AI and compute infrastructure, while full-year capital expenditure guidance has moved to $180–$190 billion.

Oracle suffers worst week since dot-com crash as AI spending fears deepen

Oracle’s Shares sank 19%, marking worst week since the 2001 dot-com bust. The company’s market value has now fallen roughly 55% from its September peak, stabilizing near $428 billion. That scale of decline shows the market is no longer rewarding AI exposure automatically. Investors are now asking a harder question: how expensive is growth?