Stock Market News & Analysis
stocks
Westpac earnings: Tech overhaul is costly but not hurting lending and deposit growth
Our view after latest earnings report.
stocks
Berkshire Hathaway earnings: Cash balances hit $358 billion on mostly solid results across the firm
We think Berkshire Hathaway stock is moderately undervalued.
stocks
Apple earnings: Strong performance overpowers headwinds, and we raise our FVE
Our view of Apple shares.
stocks
Coles is winning the supermarket wars but is Woollies the better long-term opportunity?
Our view after first quarter sales updates.
stocks
Microsoft earnings: Strong, including Azure, but overall guidance is in line
We think Microsoft stock is moderately undervalued.
stocks
After earnings, is Tesla stock a buy, a sell, or fairly valued?
Q3 earnings reflected sequential improvement driven by record auto deliveries and energy storage deployments.
stocks
Are investors too bearish on Australian equities?
A new report suggests the pessimism might be overdone.
stocks
Undervalued ASX share with plan to mitigate tariff risk
Shares have dropped 20% in the previous year due to concerns about tariffs.
stocks
Earnings up but shares overvalued for ASX gold miner
Higher gold prices are making a difference to the bottom line but investors overly optimistic.
stocks
Alphabet: Anthropic deal and Gemini momentum stand to deliver; Fair Value up 27%
We see faster cloud growth and improved longer-term profitability for Alphabet.
stocks
Going into earnings, is Microsoft stock a buy, a sell, or fairly valued?
With recent structural changes and strong Azure performance, here’s what we think of Microsoft stock.
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