Stock Market News & Analysis
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AI isn’t an economic moat killer, but it will disrupt industries
How we’re rethinking companies’ competitive advantages in an AI-first world.
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AI lands a blow on some Aussie stocks – yet stands to benefit others
AI is reshaping ASX tech moats - but some are more insulated than others.
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This might be the best core stock bargain in the US market today
Patient investors should consider building a position in this wide-moat stock while it’s seriously undervalued.
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Data center demand drives strong earnings outlook for SGM
Sims guides huge earnings upgrade as data center metals demand spikes.
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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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