February 2026

In this week’s Seaspray Private financial data insight we explore NVIDIA’s latest earnings results and what they reveal about the accelerating build-out of global AI infrastructure. We examine the company’s dominant position in data centre semiconductors, the drivers of recent revenue growth, and the strategic importance of advanced chip design. We also take a look […]

In this week’s Seaspray Private financial data insight we analyse the divergent performance of the S&P 500 in 2026, with a particular focus on the technology sector and its outsized influence on US equity returns. We explores how AI-related disruption has weighed heavily on software and SaaS companies, while semiconductor equipment firms have delivered strong

 In todays Seaspray Private financial insight we continue our focus on Global earnings as major technology and healthcare companies reported Q4 results, highlighting the continued dominance of artificial intelligence and innovative healthcare solutions. Leading firms across Big Tech and Big Pharma delivered largely robust earnings, with revenue growth driven by cloud computing, AI infrastructure investment,