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Market news & insights

Stay ahead of the markets with expert insights, news, and technical analysis to guide your trading decisions.

AI
Shares
Google TPU chips and NVIDIA: What the AI chip war means for markets
For the past three years, investing in artificial intelligence (AI) infrastructure has followed a relatively simple logic: find the companies building the picks and shovels for the gold rush. At the top of that list sat one name: NVIDIA.
GO Markets
•
May 20, 2026
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Microsoft, Alphabet and NVIDIA sit at the centre of the AI infrastructure buildout, from cloud and enterprise software to custom chips and data-centre demand. Their upcoming results may help show whether heavy capital spending is translating into revenue, margins and durable competitive advantage.
AI
US Earnings
Are Microsoft, Alphabet and NVIDIA about to show whether AI is worth the cost?
April's US earnings season is landing in a market that wants more than a good story. JPMorgan has already set a high bar with a strong result, and attention is now shifting to the engine room of the S&P 500: AI infrastructure where three companies are at the centre of that story.
GO Markets
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April 16, 2026
Why Tesla NextEra and Exxon matter this earnings season, what to watch in Tesla earnings 2026, how AI power demand affects NextEra Energy, what Exxon Mobil earnings could signal for oil markets, Tesla Megapack growth outlook 2026, NextEra data centre power demand explained, Exxon Mobil oil supply risk outlook, energy stocks to watch in April 2026
AI
Commodity
Tesla, NextEra and Exxon: Oil vs. AI demand this US earnings season
GO Markets
•
April 15, 2026
what happens if the Strait of Hormuz closes, why oil flow matters more than inventory, how much oil passes through Hormuz each day, Brent crude outlook after Hormuz disruption, how Hormuz affects global inflation, can OPEC replace lost Hormuz supply, what is a flow shock in oil markets, how long can inventories offset an oil supply disruption
Commodity
Geopolitical events
The Hormuz crisis explained: Ceasefire, transit fees and the new oil premium
GO Markets
•
April 8, 2026
TACO trade, markets to watch now, Brent crude outlook, gold positioning, Nasdaq 100 risks, USD/CNH outlook, US 10-year yield, USD/CAD signals, geopolitical market risks
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CFDs
Is your portfolio prepared? 6 markets to watch as TACO meets oil shock fears
GO Markets
•
April 8, 2026
US Earnings
AI
Defence, disruption and big finance: 3 names worth watching this earnings season
GO Markets
•
April 7, 2026
US Earnings
Shares
The global US earnings playbook: The essential guide for traders
GO Markets
•
March 31, 2026