Share Market
Daily stock & share market news and analysis covering global equities, major indices, company earnings and the key economic drivers.
Palo Alto quarterly earnings: a fundamental and technical overview
Palo Alto Networks exceeded revenue and EPS expectations on its quarterly earnings report, but shares have been pressured by consecutive quarterly net losses and elevated valuation metrics.

Intel's 10% CPU price hike could be the start of a bigger semiconductor shift
Intel's plan to raise PC processor prices by roughly 10% in October has changed the conversation. For years, chipmakers competed by cutting prices whenever demand softened. Now they are doing the opposite, and the market is treating that as evidence that supply has become valuable enough to protect margins instead of sacrificing them for market share.

Broadcom Earnings: Can $58 Billion in AI Revenue Justify the semiconductor rise?
Broadcom reported third-quarter fiscal 2026 revenue of $29.59 billion, up 86% year over year, while adjusted EPS reached $3.32, both ahead of analysts’ expectations. More importantly, AI semiconductor revenue reached $16.7 billion, up 221% from a year earlier and 54% from the previous quarter.

Caterpillar Q2 2026 earnings: a fundamental and technical overview
Caterpillar Inc. reported strong Q2 2026 financial results, comfortably exceeding market consensus expectations. However, elevated valuation metrics and shifting expectations regarding a more restrictive US monetary policy stance have recently placed downward pressure on its share price.

Can Azure's $100 billion milestone push MSFT toward $550?

Nvidia shares surge following strong quarterly earnings and robust growth
Nvidia shares surged 8.74% after surpassing second-quarter earnings estimates, driven by solid, AI-led growth within its Data Centre segment. Robust top-line revenue, high operating margins, and strong third-quarter guidance supported Nvidia’s overall market capitalisation.

Dell ahead of Q2 2026 earnings: a fundamental and technical analysis
Dell is set to report its Q2 2026 earnings on 1 September. Driven by strong AI server demand, analysts anticipate substantial year-on-year revenue and EPS growth, although momentum indicators point to near-term price consolidation.

Nvidia earnings 2026: will beating expectations be enough this time
Nvidia has reached the point where beating expectations is no longer enough. Wall Street is heading into another earnings report expecting roughly $92 billion in quarterly revenue, another record for the company. But after several quarters in which Nvidia delivered impressive results only to see the stock stumble afterward, traders are focusing on a different question: can the next phase of the AI boom still justify today's valuations?

Palantir Q2 2026 earnings: a fundamental and technical overview
Palantir's strong Q2 2026 report beat estimates with 93% revenue growth, driving shares up 37%. Despite high valuations, robust fundamentals and technical momentum support its ongoing bullish trajectory.

Airbnb Q2 2026 earnings: A fundamental and technical overview
Airbnb exceeded Q2 2026 earnings estimates, driving a 22% share price surge. Strong financial metrics, low debt leverage, and long-term bullish technical indicators continue to support share growth.
