Stock Market News & Analysis
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Chart of the Week: AI proving a threat to company moats
The latest insights on AI from our equity research team.
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ASX coal miners will benefit from higher prices
Middle East conflict pushes coal prices higher.
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Nvidia earnings: Another stellar quarter with no signs of a slowdown
We think Nvidia stock is moderately undervalued.
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Magellan merger modestly dilutive
Our view on how shareholders should respond to the Magellan merger.
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ASX listed gold miner under pressure due to lower production
Shares have dropped nearly 20% since lowering 2026 volume guidance.
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3 ASX opportunities after earnings season
Uncovering key opportunities following February’s results.
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Oracle earnings: Solid execution secures revenue target and mitigates investor concerns
We raise our fair value estimate for Oracle stock.
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US dividend shares are getting a boost from the HALO trade. Can it last?
Both high-dividend stocks and dividend-growth stocks are outperforming amid AI disruption.
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Unconventional wisdom: A modern day bank run
Is the economy and investor portfolios at risk from a potential ‘bank run’ in private credit?
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Shares leap for ASX rare earths provider
We increased our fair value based on higher expected rare earths pricing.
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Does SpaceX’s sky-high valuation make sense?
SpaceX’s $1.5 trillion valuation looks expensive and risky, but not irrational.
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ASX healthcare leader sees further cuts to fair value
Fiercer competition expected to squeeze margins.
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Avoid this overpriced ASX share
This ASX share is 84% overvalued and lacks a sustainable competitive advantage.
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Markets brief: How will AI affect economic moats? Morningstar’s take on the new paradigm
A broad assessment of AI’s threats and opportunities leads to moat ratings changes for more than three dozen companies.
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Baidu: Moat downgraded to none from wide; AI segment growth to offset search decline in long \run
We’ve also lowered our fair value estimate of Baidu stock.
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