Stock Market News & Analysis
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Tesla: valuation is key consideration in merger talks with SpaceX
We see regulatory risk from both the US and Chinese governments.
stocks
Meta earnings: Early look at Muse adoption impresses investors
We see the company’s momentum in its core advertising business, as well as adoption of Muse, as early signals that the firm’s AI playbook is working.
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Tesla earnings: Shares fall on slower deliveries growth outlook; Raising valuation
Our increased valuation comes from higher full self-driving adoption assumptions and a lower near- and medium-term capital expenditures forecast.
stocks
SpaceX is scaling AI infrastructure on earth, data centers in space might be next
Our view on the first results as a publicly traded company.
stocks
Investors too optimistic about overvalued ASX share
Upgraded first-half revenue guidance at the upper end of the previously announced range.
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Chart of the Week: ASX tech valuations at three year lows
The valuation gap widens in Aussie tech.
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A look into newly listed Glencore’s valuation
A new ASX heavyweight with coal, copper and trading exposure.
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Meta is up 9% this year. Is it still a buy ahead of earnings?
We’ll be watching Muse agent adoption, revenue growth, and more.
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Anthropic and OpenAI face commodification threats. Here’s what to watch for
Frontier AI labs face a three-pronged set of challenges.
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Berkshire Hathaway: Abel pushes into new territory with Bending Spoons investment
We think it is a sign that the firm is finally moving out of its comfort zone to find places to put capital to work.
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Chip stock selloff deepens in Asia, extends to Europe and US
The week’s tech stock rout continues despite strong earnings from TSMC and ASML.
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Downgrade for ASX listed fund manager as redemptions pile on
Persistent outflows erode earnings outlook.
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