Share Market

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

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.

AI optimism meets funding strain and Fed risk

Nasdaq’s surge to record new highs, despite the dual pressures of inflation and geopolitical conflict, is largely driven by a market that is looking past current headlines toward long-term growth

Tesla beats expectations, delivering YoY gains in revenue and EPS

Tesla outperformed estimates with $22.39 billion revenue and $0.41 EPS, marking strong year-over-year growth. However, figures remained below Q3 2025 peaks, reflecting a slight quarterly contraction. Technically, Tesla maintains its long-term bullish structure but trades under major moving averages.

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.

From AI chips to the backbone of the computing transformation

Nvidia is no longer just an AI chip story; it is becoming the backbone of an entire computing shift. The latest developments reinforce that transition, the launch of Ising, the first open-source AI model family designed for quantum computing workflows

Amazon announces multi-billion investment in Anthropic, but stock pulls back

Amazon has announced a $25 billion investment in Anthropic to reinforce its artificial intelligence (AI) infrastructure. Concurrently, Anthropic has committed to spending $100 billion on Amazon Web Services (AWS) over the next decade. Despite this aggressive growth strategy, Amazon shares dipped slightly as investors weigh capital expenditure risks.

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.

Micron: AI memory meets its first real test

Micron is no longer just another semiconductor, name riding a familiar cycle it has become one of the clearest ways to express the AI buildout through memory. What is changing is not just demand, but the structure of that demand. AI, cloud computing.

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.