Stock Market News & Analysis
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Nvidia: Collaboration with Intel might bring some goodwill with the US
We doubt the $5 billion is meaningful enough to force Nvidia to use Intel, either for core products or even for the chips in collaboration.
stocks
What now for Santos after takeover offer collapses?
Our Fair Value estimate once again reflects the stand-alone business and its growth potential.
stocks
Morningstar initiates coverage on small cap ASX REIT
Coverage of ASX listed REIT as investor interest in property continues to grow.
stocks
Moated ASX player’s future growth prospects look solid
We expect the strong earnings momentum at this company to continue, with shares looking fairly valued.
stocks
Ask the analyst: Can this genius product create the next ASX software king?
SiteMinder’s newly released product for hotel owners and travel agents could widen its moat and see revenue accelerate further.
stocks
Impact of ANZ’s huge fine
Working to prevent repeated failures could also improve competitiveness.
stocks
Acquisition a sign of weakness for overvalued ASX share
Acquisition unlikely to improve prospects in the US and detracts from other opportunities.
stocks
3 global ‘buy the dip’ candidates with wide moats
Does recent share price weakness spell opportunity in these three high-quality companies? Our analysts think so.
stocks
What next for Nine Entertainment after Domain payout?
The media group has excelled in controlling what it can control. Now the focus shifts to capital deployment.
stocks
Anglo American strikes deal to create a new copper giant
We are surprised that Teck agreed to the merger on these terms, and wouldn’t be surprised if there is a twist in the tale.
stocks
The ‘other’ AI chip behemoth that might just be getting started
The magnitude of growth at Broadcom continues to astound us.
stocks
Why ANZ changes aren’t just about cutting costs
The banking major needs to prevent key product offerings from falling further behind the competition.
stocks
Strong finish to the year for overvalued ASX share
A great fiscal 2025 but investors are ahead of themselves.
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