Stock Market News & Analysis
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After earnings, is Amazon stock a buy, a sell, or fairly valued?
With temperature on tariffs easing and a raised fair value estimate, here’s what we think of Amazon’s results.
stocks
National Australia Bank earnings: Standing ground in business lending, but no earnings growth
Our view of the prospects for NAB shares.
stocks
Progress in UK expansion for undervalued ASX share
Guidance reaffirmed and UK implementation on track.
stocks
The sectors set to soar on government spending
Governments worldwide love to spend more money, and there are no signs that it will change any time soon.
stocks
Chart of the Week: How private companies are reshaping public markets
Our latest take from the US Manager Research team.
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Palantir earnings: AI leadership intact; valuation still causes heartburn
Our view of Palantir Technologies.
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As Nvidia crosses $5 trillion, 5 charts on the unstoppable tech rally
Demand for AI has catapulted tech stocks into the stratosphere.
stocks
Westpac earnings: Tech overhaul is costly but not hurting lending and deposit growth
Our view after latest earnings report.
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Berkshire Hathaway earnings: Cash balances hit $358 billion on mostly solid results across the firm
We think Berkshire Hathaway stock is moderately undervalued.
stocks
Apple earnings: Strong performance overpowers headwinds, and we raise our FVE
Our view of Apple shares.
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Coles is winning the supermarket wars but is Woollies the better long-term opportunity?
Our view after first quarter sales updates.
stocks
Microsoft earnings: Strong, including Azure, but overall guidance is in line
We think Microsoft stock is moderately undervalued.
stocks
After earnings, is Tesla stock a buy, a sell, or fairly valued?
Q3 earnings reflected sequential improvement driven by record auto deliveries and energy storage deployments.
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