Share Market

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

S&P 500 calm looks fragile as dollar funding stress builds underneath

S&P 500 remains near 7,483, equities are not yet showing panic, and the surface of the market still looks orderly. But the stress is not starting in equities. It is showing up in the dollar, in FX volatility, and in the cost of offshore funding. That matters because major equity breaks often begin away from the equity screen.

Alphabet’s AI spending tests how much cash flow investors are willing to trust

Alphabet is becoming one of the clearest tests of the AI investment cycle. The company is raising $84.75 billion in equity capital to fund a much larger buildout in AI and compute infrastructure, while full-year capital expenditure guidance has moved to $180–$190 billion.

Oracle suffers worst week since dot-com crash as AI spending fears deepen

Oracle’s Shares sank 19%, marking worst week since the 2001 dot-com bust. The company’s market value has now fallen roughly 55% from its September peak, stabilizing near $428 billion. That scale of decline shows the market is no longer rewarding AI exposure automatically. Investors are now asking a harder question: how expensive is growth?

Micron climbs to record high amid solid earnings and strong growth

Micron surged by 15.74% to a record high of $1,213.56 after quarterly revenue and EPS exceeded forecasts, lifting its market capitalisation to approximately $1.37 trillion. Strong memory-chip demand, including $22 billion in customer commitments, supported the company’s upbeat guidance.

SpaceX debt sale calms liquidity fears, but short sellers focus on AI losses

SpaceX’s $25 billion senior unsecured bond sale has shifted the market debate from liquidity risk to earnings quality. The company priced one of the largest investment-grade debt deals of the year, with proceeds mainly aimed at refinancing bridge debt and lowering financing costs, rather than filling a cash shortfall.

SpaceX stock falls for third day as $600 billion in market value vanishes

SpaceX shares fell for a third straight session, wiping out more than $600 billion in market value as investors reacted to the company’s first investment-grade bond sale and growing concerns over the cost of its artificial-intelligence expansion. The stock dropped 16% to $154.60, its lowest close since the first day of trading.

SpaceX shares fall around 16%, market capitalisation retreats to $2 trillion

SpaceX shares tumbled 16.43% to close at $154.60 following the announcement of a senior unsecured notes offering.

SpaceX market capitalisation exceeds $2.6 trillion

Space Exploration Technologies Corp. (SpaceX) has achieved a historic market valuation of $2.66 trillion, positioning itself as the sixth most valuable publicly traded company in the United States following its recent stock market debut.

Dow Jones hits record high on optimism over US–Iran peace deal

The Dow Jones reached a record high as optimism surrounding a preliminary US–Iran peace deal improved risk sentiment and reduced market volatility. Lower expectations of Federal Reserve rate hikes provided additional support.

SpaceX market cap advances as shares debut in public market

SpaceX surged 7.26% on its historic IPO debut, closing at $160.95 with an implied $2.1 trillion market capitalisation, marking Wall Street’s biggest public listing in history.