Share Market

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

Amazon shares: A fundamental and technical overview

Amazon delivered strong Q2 2026 earnings, beating expectations with $200.6 billion revenue and $5.75 EPS. While fundamentals and long-term technicals remain bullish, overbought momentum indicators signal potential short-term price consolidation.

Are we already in an AI bubble? why the boom could still have further to run

Artificial intelligence increasingly looks like a textbook financial bubble: asset prices have surged, capital spending is accelerating at historic speed and investors are assigning extraordinary valuations to companies across the AI ecosystem. Yet this cycle is being supported by something many previous bubbles lacked - powerful earnings growth.

Berkshire’s cash pile shrinks, but higher rates could still boost earnings

Berkshire ended the June quarter with $365.5 billion in cash and Treasury bills, down from a record $397.4 billion in the previous quarter. The roughly 8% decline was modest relative to the company’s size, but it marked the first sequential drop in Berkshire’s cash position in four years, making it an important change in a trend that had become increasingly one-sided.

Berkshire Hathaway shares: A fundamental and technical overview

Berkshire Hathaway approaches its Q2 2026 earnings release supported by rising market confidence. Solid revenue growth, strong asset performance, lower debt risk, and bullish technical indicators reinforce ongoing upward momentum, despite short-term indicators signalling overbought conditions.

Amazon earnings: AWS growth calms AI Capex fears

Amazon reported $200.6 billion in revenue, while Amazon Web Services generated $42.2 billion, up 37% from a year earlier. More importantly, management signalled that demand for AI infrastructure remains strong enough to support continued investment, reinforcing a message investor had already begun hearing from Microsoft and other large technology companies.

Nearly 1 billion SpaceX shares unlock after strong earnings fail to remove supply risk

SpaceX enters its most important market test since going public as 911.5 million employee and early-investor shares become eligible for sale on August 6. The unlock follows a strong first earnings report, but the potential increase in tradable supply could determine whether investors are willing to support the stock after a 43% decline from its peak.

Micron falls: value opportunity or cycle trap?

Micron has become one of the biggest beneficiaries of the AI boom. Demand for high-bandwidth memory used in AI accelerators has transformed a company that only a few years ago was struggling with one of the industry's deepest downturns into one of the strongest earnings stories in the semiconductor sector.

AMD beats earnings expectations, but shares decline in after-hours trading

Advanced Micro Devices (AMD) surpassed quarterly revenue and earnings estimates, driven primarily by robust growth within its Data Centre segment. However, despite these strong fundamental results, the firm's shares fell by nearly 9% in after-hours trading as global investors subjected artificial intelligence (AI) valuations to intense scrutiny.

Can AI spending keep driving the market?

AI has become the driving force behind the biggest gains in global equity markets. Over the past two years, investors have rewarded technology companies with trillions of dollars in additional market value on the expectation that AI will reshape industries ranging from cloud computing to enterprise software. But as investment continues to accelerate, the market is beginning to ask a different question It is whether those investments are generating enough revenue to justify the pace of spending.

Palantir's earnings revive confidence in tech

Palantir's latest earnings arrived at an important moment for the technology sector. Investors have spent weeks questioning whether the enormous sums being poured into artificial intelligence are still generating enough returns to justify today's valuations. Instead of adding to those doubts, Palantir delivered the kind of results the market had been looking for.