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.
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