Stock Market News & Analysis

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After earnings, is Uber stock a buy, a sell, or fairly valued?
With results exceeding management’s forecast for Q3, here’s what we think of Uber stock.
After earnings, is Uber stock a buy, a sell, or fairly valued?
After earnings, is Uber stock a buy, a sell, or fairly valued?
stocks
The largest share trading on the ASX remains materially overvalued

The largest share trading on the ASX remains materially overvalued

Profit barely budges on the most expensive bank in the world.
stocks
Earnings from our top global lithium pick

Earnings from our top global lithium pick

Shares rise on improved free cash flow generation.
stocks
After slump this ASX share may be an opportunity

After slump this ASX share may be an opportunity

Lower than expected guidance led to a sell-off.
stocks
Investment decisions in overvalued bank drive strong results

Investment decisions in overvalued bank drive strong results

Shares fall despite a broadly unchanged outlook.
stocks
Overvalued ASX share hurt by normalising conditions

Overvalued ASX share hurt by normalising conditions

Investors overly optimisitc about future prospects.
stocks
After earnings, is Amazon stock a buy, a sell, or fairly valued?

After earnings, is Amazon stock a buy, a sell, or fairly valued?

With temperature on tariffs easing and a raised fair value estimate, here’s what we think of Amazon’s results.
stocks
National Australia Bank earnings: Standing ground in business lending, but no earnings growth

National Australia Bank earnings: Standing ground in business lending, but no earnings growth

Our view of the prospects for NAB shares.
stocks
Progress in UK expansion for undervalued ASX share

Progress in UK expansion for undervalued ASX share

Guidance reaffirmed and UK implementation on track.
stocks
The sectors set to soar on government spending

The sectors set to soar on government spending

Governments worldwide love to spend more money, and there are no signs that it will change any time soon.
stocks
Chart of the Week: How private companies are reshaping public markets

Chart of the Week: How private companies are reshaping public markets

Our latest take from the US Manager Research team.
stocks
Palantir earnings: AI leadership intact; valuation still causes heartburn

Palantir earnings: AI leadership intact; valuation still causes heartburn

Our view of Palantir Technologies.
stocks
Market underestimating cheap ASX share

Market underestimating cheap ASX share

Investors missing the big opportunity in batteries.
stocks
As Nvidia crosses $5 trillion, 5 charts on the unstoppable tech rally

As Nvidia crosses $5 trillion, 5 charts on the unstoppable tech rally

Demand for AI has catapulted tech stocks into the stratosphere.
stocks
Westpac earnings: Tech overhaul is costly but not hurting lending and deposit growth

Westpac earnings: Tech overhaul is costly but not hurting lending and deposit growth

Our view after latest earnings report.
stocks
Future Focus: Are franking credits ‘free alpha’?

Future Focus: Are franking credits ‘free alpha’?

There’s always an opportunity cost.
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