Latest market news
Independent UK financial coverage with full source attribution.
Meta launches Muse Image AI model across Instagram and WhatsApp
Meta Platforms debuted Muse Image on July 7, 2026, its first AI image-generation model from Superintelligence Labs, rolling out across the Meta AI app, Instagram, and WhatsApp. META shares closed 2.6% higher on the day.
Microsoft signs 20-year nuclear deal; Amazon acquires $650m data centre
Microsoft entered a 20-year agreement to restart the Three Mile Island nuclear plant and Amazon completed a $650 million data centre acquisition, both reported by Oilprice on 8 July 2026 as responses to U.S. grid capacity constraints driven by AI power demand.
Samsung earnings miss triggers chip sell-off; Hormuz tanker attacks lift crude
A volatile European session dominated by Samsung's earnings disappointment, renewed Strait of Hormuz shipping incidents, and Ukrainian drone strikes on Russian oil infrastructure.
Samsung Q2 profit surges 19-fold to record 89.4trn won
Samsung Electronics posted a preliminary Q2 2026 operating profit of 89.4 trillion won ($58.4bn), a 19-fold year-on-year surge and a new all-time corporate record, driven by AI memory chip demand.
Microsoft cuts 4,800 jobs and divests four Xbox studios
Microsoft is eliminating approximately 4,800 roles, about 2.1% of its workforce, with Xbox bearing the heaviest burden as the gaming division plans to cut 3,200 jobs and divest four studios.
NVDA Q1 2026: filings, holdings, and macro context
AMD Q1 2026 update — filings and holdings
META Q2 2026 update — filings and holdings
MSFT Q3 2026: filings, holdings, and macro context
AAPL Q2 2026: filings, holdings, and macro context
GOOGL Q2 2026: filings, holdings, and macro context
CRM Q1 2026 update — filings and holdings
ADBE Q2 2026: filings, holdings, and macro context
INTC Q2 2026: filings, holdings, and macro context
ORCL Q3 2026 update — filings and holdings
AVGO Q2 2026: filings, holdings, and macro context
TSLA Q2 2026 update — filings and holdings
AMZN Q1 2026: filings, holdings, and macro context
OpenAI proposes 5% US government stake in AI developers
OpenAI has begun preliminary discussions to give the US government a 5% equity stake, a holding worth roughly $42.6bn based on its $852bn valuation, with the arrangement potentially extending to Anthropic, Google and Meta.
Tesla Q2 deliveries jump 25% to 480,126, beating estimates
Tesla delivered 480,126 vehicles in Q2 2026, a 25% year-over-year rise that surpassed analyst consensus of roughly 406,000, though TSLA shares fell about 7% on Thursday.