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LSE:SHEL 9 October 2025 - 14 October 2025

Shell’s $2 Billion Nigeria Gas Gamble Ignites LNG Boom Amid $8 B Investment Surge

Shell’s $2 Billion Nigeria Gas Gamble Ignites LNG Boom Amid $8 B Investment Surge

Shell approved a $2 billion offshore gas project with Sunlink Energies in Nigeria, targeting 350 million cubic feet per day for the Nigeria LNG export terminal by the late 2020s. The gas will support the Nigeria LNG Train 7 expansion. Nigerian officials called it part of an $8 billion investment wave under President Tinubu. Shell shares dipped 0.4% in London trading after the announcement.
14 October 2025
FTSE 100’s Record Run: Inside London’s Blue-Chip Rally and What’s Next

FTSE 100’s Record Run: Inside London’s Blue-Chip Rally and What’s Next

The FTSE 100 closed at a record high near 9,548 in early October, up 15–17% year-to-date, led by surges in banks, miners, and healthcare stocks. Gains followed strong earnings, regulatory relief, and gold topping $4,000/oz. A weak pound boosted international firms’ profits. Political shifts and a new UK-India trade deal also moved markets, while Middle East tensions kept oil and gold prices elevated.
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Stock Market Today

  • Cleveland-Cliffs (CLF) Shares Show Volatile Swings Amid Valuation Debate
    April 30, 2026, 10:01 PM EDT. Cleveland-Cliffs (CLF) stock surged 12% over the past week and nearly 21% in a month, yet it posted a 25.87% decline over 90 days amid mixed long-term returns. Trading around $10.20, the steel and iron ore miner remains about 22% undervalued against a $13.08 fair value estimate from Simply Wall St's model, which factors in cost cuts and tariff impacts. The company reported $18.9 billion in revenue but a $1.2 billion loss, raising questions over its earnings outlook amid industry and regulatory uncertainties such as potential tariff changes. Investors weighing CLF's prospects must consider its cost-saving initiatives and potential risks from decarbonization pressures on its blast furnace operations. The stock's valuation hinges on assumptions around margin improvements and future earnings multiples, with a 12.33% discount rate applied in the current model.

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Sandisk Stock Falls After Blowout Q3 Earnings as AI Storage Rally Hits a High Bar

Sandisk Stock Falls After Blowout Q3 Earnings as AI Storage Rally Hits a High Bar

1 May 2026
Sandisk shares dropped about 6% in after-hours trading Thursday despite reporting fiscal Q3 revenue of $5.95 billion, up 251% from a year earlier, and net income of $3.62 billion. The company announced a $6 billion buyback and forecast Q4 revenue of up to $8.25 billion. Gross margin rose to 78.4%. Shares had closed at $1,096.51 before slipping to about $1,030.
Apple Stock Slips After Earnings Beat as iPhone Supply Snag Clouds $100 Billion Buyback

Apple Stock Slips After Earnings Beat as iPhone Supply Snag Clouds $100 Billion Buyback

1 May 2026
Apple reported fiscal Q2 revenue of $111.2 billion and earnings of $2.01 per share, beating analyst estimates. The board approved a $100 billion share buyback and raised the dividend. Shares fell about 1% after hours as iPhone sales missed forecasts and chip supply remained tight. Investors are watching for clarity on AI strategy and the upcoming CEO transition to John Ternus.
Nvidia Stock Falls as Google and Amazon AI Chip Push Tests the AI Trade

Nvidia Stock Falls as Google and Amazon AI Chip Push Tests the AI Trade

30 April 2026
Nvidia shares dropped 4.6% to $199.57 Thursday as investors reacted to Alphabet and Amazon expanding sales of their own AI chips. Alphabet reported Google Cloud revenue up 63% and began selling TPU chips directly to customers. AMD and Broadcom shares rose 5.1% and 3.0%, respectively. Amazon said its Trainium chip line secured $225 billion in revenue commitments.
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