Stock Market News & Analysis

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Fair value upgrade for this ASX income player
Headwinds in listed energy stocks likely to have passed
Fair value upgrade for this ASX income player
Fair value upgrade for this ASX income player
stocks
The SpaceX IPO and the Elon Musk factor

The SpaceX IPO and the Elon Musk factor

Potential investors should remember that the company’s controlling shareholder can move markets with a few words.
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The ASX’s most shorted stocks in 2026

The ASX’s most shorted stocks in 2026

What we can and can’t learn from the top 20 most shorted ASX shares.
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ASX retail share remains cheap despite weaker earnings

ASX retail share remains cheap despite weaker earnings

Weaker profit result drives cut to fair value yet shares remain undervalued.
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Lowering profit forecasts on Aussie airlines

Lowering profit forecasts on Aussie airlines

The impact of the oil price surge.
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AI isn’t an economic moat killer, but it will disrupt industries

AI isn’t an economic moat killer, but it will disrupt industries

How we’re rethinking companies’ competitive advantages in an AI-first world.
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AI lands a blow on some Aussie stocks – yet stands to benefit others

AI lands a blow on some Aussie stocks – yet stands to benefit others

AI is reshaping ASX tech moats - but some are more insulated than others.
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This might be the best core stock bargain in the US market today

This might be the best core stock bargain in the US market today

Patient investors should consider building a position in this wide-moat stock while it’s seriously undervalued.
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Data center demand drives strong earnings outlook for SGM

Data center demand drives strong earnings outlook for SGM

Sims guides huge earnings upgrade as data center metals demand spikes.
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Chart of the Week: AI proving a threat to company moats

Chart of the Week: AI proving a threat to company moats

The latest insights on AI from our equity research team.
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ASX coal miners will benefit from higher prices

ASX coal miners will benefit from higher prices

Middle East conflict pushes coal prices higher.
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Nvidia earnings: Another stellar quarter with no signs of a slowdown

Nvidia earnings: Another stellar quarter with no signs of a slowdown

We think Nvidia stock is moderately undervalued.
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Magellan merger modestly dilutive

Magellan merger modestly dilutive

Our view on how shareholders should respond to the Magellan merger.
stocks
ASX listed gold miner under pressure due to lower production

ASX listed gold miner under pressure due to lower production

Shares have dropped nearly 20% since lowering 2026 volume guidance.
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3 ASX opportunities after earnings season

3 ASX opportunities after earnings season

Uncovering key opportunities following February’s results.
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