Data Insights

In today’s Seaspray Private financial data insight we examine ASML, the Dutch semiconductor technology company at the centre of global chip manufacturing. As the world’s only producer of extreme ultraviolet (EUV) lithography machines, ASML plays a critical role in enabling advanced semiconductor production and supporting the rapid expansion of artificial intelligence. We also highlight the […]

This week’s Seaspray Private financial data insight explores the key market developments shaping global equities in 2026, with a particular focus on the rotation away from technology led growth and the implications for major companies such as Microsoft. We also take a look at the broader macroeconomic backdrop, including inflationary pressures linked to geopolitical tensions,

In today’s Seaspray Private financial data insight, we examine Oracle’s cloud growth alongside the historical market impact of US–Iran conflicts and what it may mean for investors. Oracle’s latest earnings report highlights the accelerating demand for cloud infrastructure and artificial intelligence, reinforcing the structural growth of the technology sector. At the same time, renewed tensions

In this week’s Seaspray Private financial data insight, we analyse developments in global markets shaped by robust technology earnings and escalating geopolitical tensions in the Middle East. Semiconductor leader Broadcom reported record revenues driven by surging demand for AI infrastructure, highlighting the continued expansion of artificial intelligence investment and data centre growth. At the same

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,

Today’s Seaspray Private financial data insight examines the latest Q4 earnings results from the major technology companies, including Microsoft, Tesla, Meta and Apple, highlighting key financial metrics, revenue trends and investor reactions. With rising capital expenditure, especially in AI infrastructure, we take a look at what this could mean for future profitability.

Earnings season offers valuable insight into the health of companies, sectors, and broader markets. In today’s Seaspray Private financial data insight, we examine recent results from leading global companies including Netflix, United Airlines, Johnson & Johnson, and GE Aerospace, highlighting what their performance reveals about underlying market fundamentals.

Rising demand for critical minerals such as gold, silver, and copper is reshaping global commodity markets and investment opportunities. In today’s Seaspray Private financial data insight we examine where the world’s largest mineral reserves are located and which countries are best positioned to benefit from increased production and long-term demand. Drawing on global reserve and

As global markets move beyond 2025, attention is increasingly focused on the economic outlook for 2026 and the key forces shaping growth and investment returns. In our first Seaspray Private financial insight for 2026 we examine the global GDP growth expectations across major economies, drawing on forecasts from leading institutions to assess risks, opportunities, and