NEWS News & Analysis

Watching iPhone revenue, gross margins, and services growth.

We will be watching what Amazon has to say on AWS, advertising, and generative AI in its upcoming earnings release. Here’s what we think of...

Watching ad demand, AI monetization, and platform usage.

What does the explosion in mortgage debt mean for future property prices in Australia and highly geared homeowners.

The investment industry defines risk as volatility but for investors the real risk is not achieving your goals. 

Pension payments in super after the age of 60 are tax free and anyone over 65 can switch their super into a pension account even if they do not...

Watching AI developments, capital spending plans, and ad spending in second-quarter numbers.

We continue to view Taiwan Semiconductor stock as undervalued.

A set-back to network expansion but long-term plan remains intact.

Azure growth and Activision Blizzard integration are among the key trends to watch.