May 2026

The Return of the Magnificent 7 and the Rise of Micron Technology

In today’s Seaspray Private Financial Data Insight we discuss the latest developments from the US corporate earnings season and examine how the Magnificent 7 have re-emerged as major contributors to overall market earnings growth. We explore the evolving relationship between broader market earnings and mega-cap technology companies, particularly against the backdrop of increasing investment in […]

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NVIDIA earnings and its semiconductor dominance

Data Insights, Financial / Cathal Slevin

In this week’s Seaspray Private data insight, we analyse NVIDIA’s earnings call from this week, highlighting some of the key developments and takeaways from the world’s largest company’s latest quarterly report. Along with this, we compare NVIDIA against some of the other large names in the semiconductor industry, and showcase just how far ahead the

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Europe’s Semiconductor Winners and Nokia’s resurgence

Data Insights, Global Technology / Cathal Slevin

In today’s Seaspray Private Financial Data Insight we examine some of the companies in Europe who have benefited from increased demand for semiconductors and other equipment essential to the AI buildout. We then focus on Nokia, who have witnessed a resurgence in recent years on the back of AI, showcasing the opportunities that new technologies can have for

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Samsung’s Semiconductor Surge and the AI Opportunity

Global Technology / Mark O'Leary

In today’s Seaspray Private Financial Data Insight we examine how artificial intelligence is reshaping global industries and driving unprecedented demand for advanced technology infrastructure. While AI is often associated with software and large technology firms, the rapid expansion of AI capabilities is also creating significant opportunities for companies operating in semiconductors, cooling systems, fibre optic

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