Share Market

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

Tesla shares surge after Q3 vehicle deliveries beat expectations

Tesla shares rose 5.20% to $372.53 following the release of its third-quarter 2026 vehicle delivery figures, which reached 486,532 units and surpassed market consensus by 5.3%. Investors now await the company's Q3 financial earnings report scheduled for release on 21 October.

Micron’s AI boom is creating a memory supply crunch

Micron’s latest results are not simply another record quarter for a semiconductor company. They point to a deeper change in the economics of the memory market, AI demand is now competing directly with the industry’s ability to produce enough memory.

The AI trade is changing: why investors now want returns, not just spending

The AI trade is changing shape, investors were willing to pay for the companies supplying the chips, servers, networking equipment and data-centre capacity needed to build the AI economy. That logic is becoming less powerful as capital expenditure reaches extraordinary levels and markets begin asking a harder question: where is the return on all that spending?

Micron outlook ahead of earnings: a fundamental and technical overview

Ahead of its quarterly earnings release, Micron Technology exhibits strong revenue growth and healthy fundamentals, alongside a robust long-term bullish technical structure, although high market expectations leave little room for error.

SpaceX starship reaches orbit: what it means for Starlink and AI

Starship reached Earth orbit for the first time on September 28, completing an orbital insertion despite an engine failure during the mission and deploying 26 next-generation Starlink V3 satellites. The flight was shortened from the planned 10 hours to roughly three hours because of the engine issue, but the core orbital objective was achieved.

Semiconductor hits record sales as AMD tops $1 trillion and Micron earnings upcoming

The semiconductor cycle is moving faster than the stock market expected. Global chip sales reached $146.8 billion in July, up 6.4% from June and a remarkable 135.1% from a year earlier. The latest figure is based on a three-month moving average, and the industry has already exceeded its previous full-year sales record with five months still left in 2026.

Nvidia analysis: Jensen Huang says AI demand is still accelerating

Jensen Huang has pushed back hard against the latest wave of AI warnings just as the market is starting to question how much longer the infrastructure boom can run. He says there is a “0% chance” AI destroys the world by 2030 and argues that the more dramatic predictions are not grounded in science. At the same time, Nvidia is still forecasting another record quarter, with revenue expected to reach $108 billion.

Micron earnings outlook: will AI spending stay strong enough?

Anthropic CEO Dario Amodei called for the AI industry to slow the pace of model development, a proposal supported by OpenAI CEO Sam Altman and Elon Musk. The market reaction was immediate: Micron fell more than 5% as investors questioned whether slower model training could eventually reduce demand for high-bandwidth memory.

Oracle posts robust quarterly results; shares rise in after-hours trading

Oracle reported strong quarterly results, exceeding both revenue and earnings per share (EPS) forecasts. Shares rose by approximately 4% in post-market trading, driven by solid demand for data centre infrastructure and robust forward guidance, despite technical resistance in recent price action.

AI infrastructure spending is testing big tech's balance sheets

U.S. stocks slipped on Wednesday as higher Treasury yields added pressure to expensive technology stocks. The reaction was clear in Alphabet and Amazon. Alphabet fell after committing another $15.1 billion to AI infrastructure in Finland, while Amazon dropped after raising £4.25 billion in its first sterling bond sale. Meta went the other way, rising more than 6% after launching its new AI agent.