Stock Market News & Analysis
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Nvidia earnings: Another stellar quarter with no signs of a slowdown
Nvidia remains at the heart of the AI ecosystem.
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Chart of the Week: Software selloff creates opportunity for these two stocks
Can AI disrupt the software business model?
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Market is misinterpreting AI impact on cheap ASX share
Unwarranted sell-off with shares down by half in three months.
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AI is a tailwind for beaten down ASX tech share
Latest earnings report outlines cost reduction potential of AI.
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Cheap Narrow Moat ASX share continues to face negative sentiment
Earnings growth fails to excite investors worried about AI disruption.
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ASX energy giant remains cheap following record production
Impressive cost control and record production leads to higher dividend.
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Strong results from cheap ASX share
The market responded favourably to results but shares still underpriced.
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Anthropic’s Claude code security release is not bad news for cyber stocks
We believe cyber vendors will be able to adopt LLM’s for their benefit.
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Earnings losers: TWE, GMG, SUN and more fall on weaker profits
Where companies fell short of market expectations in the third week of earnings.
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ASX healthcare leader still undervalued after rally
Our view following announcement of potential spinoff.
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Earnings winners: BHP, NAB & TLS lead the pack
The winners of this weeks earnings that saw strong investor backing
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Walmart earnings: Growth in digital buoys margin amid consumer trade-down
We think Walmart stock is significantly overvalued.
stocks
Ahead of earnings, is Nvidia stock a buy, a sell, or fairly valued?
From AI infrastructure spending to international sales, here’s what we’re looking for in Nvidia’s upcoming earnings report.
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