Stock Market News & Analysis
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.
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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.
stocks
Our three most overvalued ASX shares
These three companies are trading at a significant premium to our fair value.
stocks
What does big US court decision mean for Google’s parent company Alphabet?
Alphabet shares popped 7% after the ruling on September 2 and have now rallied by around 50% since April.
stocks
Is this still an ASX share to own forever?
Find out how this defensive player has fared after earnings.
stocks
After earnings, is Nvidia stock a buy, a sell, or fairly valued?
No signs of a slowdown in demand for Nvidia’s chips, and the long-term picture looks bright.
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Short-term pain for long-term gain for undervalued ASX share
Cost reductions lower our profit estimates but should lead to improved long-term outcomes.
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Qantas earnings: Jetstar capitalising on weaker domestic competition
Qantas’ budget brand performing well, with segment earnings up 55%.
stocks
Nvidia Earnings: No signs of a slowdown in demand for AI chips
A selloff in Nvidia stock on the earnings news looks like a buying opportunity to us.
stocks
ASX results reaction: WiseTech, Woolies, Sigma and more
A round up of notable stories and reactions as ASX reporting season rolls on.
stocks
WiseTech result disappoints, but the future looks bright
Markets appear underwhelmed by recent sales growth, however, our kingmaker thesis is intact.
stocks
WOW earnings: Woolworths losing market share, but will catch up to Coles
Woolworths have had a soft start to a challenging year, but Morningstar analyst believes it will eventually catch up to its main competitor.
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