Latest News & Analysis
stocks
SK Hynix Earnings: We raise fair value estimate on strong AI memory demand
Shares jumped 9% after earnings, as stronger AI memory prices boosted the chipmaker’s outlook.
stocks
Meta shares are down 12% since earnings. Is the stock a buy?
Concerns about equity sales to finance AI investments have pressured shares.
stocks
SpaceX earnings: We raise our fair value estimate on scaling data centres, but is the stock a buy?
AI data center revenue is growing fast, but questions about durability remain.
personal-finance
Chart of the Week: Investors allocate More to ETFs
The gap is narrowing as ETFs claim a larger share of Aussie portfolios.
stocks
3 charts on Anthropic’s historic IPO filing
As Anthropic prepares to sell stock to the public, the S-1 reveals important information for investors on revenue growth, profitability, and adoption.
markets
There are three paths forward for the AI boom. Two of them lead to lower interest rates
Mass layoffs or a spending slowdown would likely require hefty Fed rate cuts.
etfs
Young & Invested: This Aussie ETF has outperformed the ASX 200 for over a decade
What happens when you build an index around fundamentals instead of share price?
markets
Market Minute: Al stocks sell off, investors want results not spending, French bond markets
Morningstar’s Ameya Hattangadi discusses why several AI-linked companies sold off despite solid results, and what emerging signs of AI monetisation could mean for investors.
markets
The surprising habits of Australian investors
In this episode, Mark and Shani unpack how Australians are navigating volatility, adopting ETFs, managing tax considerations, and building portfolios in an increasingly complex investment environment.
stocks
Weight loss drugs not an existential threat to undervalued ASX share
A durable growth story despite GLP-1 headwinds.
personal-finance
Why does the system treat capital gains and losses differently?
Policy changes distort investment decisions and raise questions around tax neutrality.
etfs
Future Focus: The new Aussie portfolio
The State of the Australian Investor reveals how Aussies are building their portfolios.
personal-finance
The hidden cost of government debt for investors
Some important effects never make the headlines.
stocks
Tesla: valuation is key consideration in merger talks with SpaceX
We see regulatory risk from both the US and Chinese governments.
of 705
Viewing 1 to 16 of 11277