Share Market

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

Broadcom shares drop even after quarterly earnings report tops expectations

Broadcom shares fell sharply despite beating quarterly revenue and EPS estimates, as investors were disappointed by weaker-than-expected momentum in its custom artificial intelligence (AI) business. Management nevertheless remained confident in supply-chain stability and in the company’s AI chip development plans. Fundamentally, growth remains strong.

Dow Jones declines as strong economic data reinforces hawkish Fed expectations

The Dow Jones fell 1.21% to 50,692 as strong US employment and services data signalled economic resilience. Combined with a sharp drop in US crude inventories that pushed oil prices toward $97, rising inflation risks have lowered rate-cut expectations, driving fears of a more restrictive Federal Reserve stance later in 2026.

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.

Nasdaq closes at record high on strong Hewlett Packard results and tech rally

The Nasdaq hit a record high above 30,000, powered by Hewlett Packard's stellar earnings and an expansionary ISM Manufacturing PMI of 54. Heavyweights like Nvidia and Microsoft fuelled the rally.

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.

Nvidia shares slip despite strong Q1 revenue growth and solid Q2 outlook

Nvidia Corporation’s shares declined by 1.77% to close at $219.51, despite the company exceeding first-quarter fiscal expectations with $81.61 billion in revenue and earnings per share (EPS) of $1.87. Alongside these robust financial results, the semiconductor giant demonstrated significant year-on-year growth and announced a substantial $80 billion shares buyback program.

Russell index falls as rising inflation risks pressure small caps

The Russell 2000 index faces selling pressure as rising Treasury yields and high energy prices intensify global inflation risks. Unprofitable, debt-reliant small caps are especially vulnerable to a higher-for-longer rate environment.

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.