Stock Market News & Analysis

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Overpriced ASX listed consumer electronics retailers
Solid balance sheets, lower business risk and strong sales but investors are overly optimistic.
Overpriced ASX listed consumer electronics retailers
Overpriced ASX listed consumer electronics retailers
stocks
Nvidia and AMD: Maintain fair value estimate amid reports of Meta’s negotiations to buy Google TPUs

Nvidia and AMD: Maintain fair value estimate amid reports of Meta’s negotiations to buy Google TPUs

Our update on select stocks from the Semiconductors industry.
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Alphabet: Gemini momentum and possible Meta TPU deal underscore AI capability

Alphabet: Gemini momentum and possible Meta TPU deal underscore AI capability

We think Alphabet is exceptionally well positioned in everything AI.
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Market too pessimistic about unloved ASX health care share

Market too pessimistic about unloved ASX health care share

Our analysts believe a long-term margin recovery is underway.
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Two overvalued ASX shares to avoid

Two overvalued ASX shares to avoid

Both shares trade at a significant premium to our fair value.
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Materially undervalued ASX tech share

Materially undervalued ASX tech share

Long reinvestment runway supports our thesis on ASX technology company.
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For US software stocks, it’s been an AI bust, not a boom

For US software stocks, it’s been an AI bust, not a boom

Once-hot software names are lagging. Are they good buys?
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Finding value in the Aussie mining sector

Finding value in the Aussie mining sector

Is the mining sector overvalued? A new Morningstar report highlights pockets of value that remain.
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Strong start to the year for cheap ASX share

Strong start to the year for cheap ASX share

Investors are ignoring a strong long-term outlook.
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Are there signs of an AI bubble in Nvidia’s earnings?

Are there signs of an AI bubble in Nvidia’s earnings?

Our view after third-quarter results.
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Picking dividend shares in 2026? Here’s where to look

Picking dividend shares in 2026? Here’s where to look

A new report from Morningstar shows opportunities for income investors.
stocks
Ahead of earnings, is Nvidia a buy, a sell, or fairly valued?

Ahead of earnings, is Nvidia a buy, a sell, or fairly valued?

With outstanding long-term estimates, here’s what we think of Nvidia stock.
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Wide moat ASX listed global leader keeps winning

Wide moat ASX listed global leader keeps winning

Latest earnings show continued strength.
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Competitive pressures highlight need to lower costs for big 4 bank

Competitive pressures highlight need to lower costs for big 4 bank

Market reacts positively to results.
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After earnings, is Uber stock a buy, a sell, or fairly valued?

After earnings, is Uber stock a buy, a sell, or fairly valued?

With results exceeding management’s forecast for Q3, here’s what we think of Uber stock.
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