Share Market

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

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.

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

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

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

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.