Latest market news
Independent UK financial coverage with full source attribution.
INTU Q3 2026: filings, holdings, and macro context
TMO Q3 2026: filings, holdings, and macro context
BA Q3 2026 update — filings and holdings
NVDA Q2 2026: filings, holdings, and macro context
MSFT Q3 2026: filings, holdings, and macro context
AAPL Q3 2026: filings, holdings, and macro context
GOOGL Q2 2026: filings, holdings, and macro context
CRM Q2 2026: filings, holdings, and macro context
ADBE Q3 2026: filings, holdings, and macro context
INTC Q3 2026 update — filings and holdings
NFLX Q2 2026: filings, holdings, and macro context
ORCL Q2 2027 update — filings and holdings
AVGO Q3 2026 update — filings and holdings
TSLA Q3 2026: filings, holdings, and macro context
AMZN Q3 2026 update — filings and holdings
Nvidia announces $150 billion share buyback programme through January 2028
Nvidia announced a $150 billion share repurchase programme to be completed by January 2028, bringing total remaining repurchase capacity to $235 billion. NVDA recorded gains on the day of the announcement.
Tesla opens Nevada Semi truck plant; TSLA stock falls on announcement
Tesla opened a dedicated electric Semi manufacturing facility in Sparks, Nevada on 24 September 2026; TSLA declined following the announcement as the launch drew a subdued investor response.
Microsoft unveils Copilot AI overhaul; MSFT rises on announcement
Microsoft announced a major update to its Copilot AI product on 25 September 2026, consolidating multiple business AI capabilities into a single application. MSFT rose following the announcement.
Oracle cites force majeure on $165bn Project Jupiter data centre
Oracle has sent a force majeure notice to Blue Owl Capital's Stack Infrastructure over the 2.5GW New Mexico campus, seeking to defer payments if the facility misses its 2028 target. Oracle shares fell 3.47% and Blue Owl dropped 3.6% on Thursday.