Share Market

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

S&P 500 outlook: Morgan Stanley raises target to 8,300 after earnings crush expectations

Morgan Stanley has turned more constructive on US equities, arguing that a blowout earnings season and a still-resilient economy can keep the rally going. The bank now sees the S&P 500 reaching 8,300 over the next 12 months, as stronger-than-expected corporate profits continue to outweigh geopolitical noise, credit worries and concerns about AI-related disruption.

S&P 500 hits record high on US–Iran deal hopes and strong AMD earnings

US–Iran deal hopes lifted equities and sent oil prices lower, while strong AMD earnings reinforced risk appetite. AMD beat estimates on revenue and EPS, driven by data-centre demand, helping the S&P 500 reach a fresh record high.

Advanced Micro Devices (AMD) beats Q1 earnings forecasts

AMD delivered a robust performance in Q1 2026, exceeding revenue and earnings per share (EPS) estimates with significant year-on-year growth. While the technical trajectory remains firmly bullish, elevated valuation multiples and overbought momentum indicators suggest that the market is navigating a complex pricing juncture.

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.

Nasdaq hits record high on strong Big Tech Q1 2026 earnings

The Nasdaq is trading at record highs following a series of stellar Q1 2026 earnings reports from Alphabet, Microsoft, Amazon, and Meta. Despite technical indicators suggesting overbought conditions, robust revenue and earnings per share (EPS) growth across the "Magnificent Seven" have sustained a powerful bullish surge.

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

Intel shares surge to record high following robust Q1 results

Intel’s share price surged by 23.60% to reach a record $82.54 following the release of exceptionally strong Q1 2026 earnings. Outperforming market consensus, the company reported revenue of $13.58 billion and earnings per share (EPS) of $0.29. This growth was primarily underpinned by a 22% jump in demand within the data centre and artificial intelligence (AI) segments.

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.