Stock Market News & Analysis
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SpaceX is scaling AI infrastructure on earth, data centers in space might be next
Our view on the first results as a publicly traded company.
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Investors too optimistic about overvalued ASX share
Upgraded first-half revenue guidance at the upper end of the previously announced range.
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Chart of the Week: ASX tech valuations at three year lows
The valuation gap widens in Aussie tech.
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A look into newly listed Glencore’s valuation
A new ASX heavyweight with coal, copper and trading exposure.
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Meta is up 9% this year. Is it still a buy ahead of earnings?
We’ll be watching Muse agent adoption, revenue growth, and more.
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Anthropic and OpenAI face commodification threats. Here’s what to watch for
Frontier AI labs face a three-pronged set of challenges.
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Berkshire Hathaway: Abel pushes into new territory with Bending Spoons investment
We think it is a sign that the firm is finally moving out of its comfort zone to find places to put capital to work.
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Chip stock selloff deepens in Asia, extends to Europe and US
The week’s tech stock rout continues despite strong earnings from TSMC and ASML.
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Downgrade for ASX listed fund manager as redemptions pile on
Persistent outflows erode earnings outlook.
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Tesla stock is down nearly 20% this year. Is it a buy ahead of earnings?
Following the rollout of its first autonomous Cybercab, here’s what we expect from Tesla’s earnings report.
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Guzman Y Gomez’s outlook unchanged despite strong update
Strong quarter yet shares remain expensive.
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