Stock Market News & Analysis
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Nvidia: Hugging Face acquisition both a wise offensive and defensive move
We think this improves Nvidia’s position within the open-source community.
stocks
Anthropic’s IPO will be huge—and risky. Here are the challenges investors should watch
Part two of a Q&A with PitchBook senior analyst Harrison Rolfes about Anthropic, the AI giant’s challenges, and how much it’s worth.
stocks
Chart of the Week: China demand for copper falls amidst record rally
Elevated copper prices raise valuation questions.
stocks
Reporting season was stronger than share prices suggest
What 164 ASX earnings results revealed.
stocks
How Anthropic makes money—and what investors should know ahead of its IPO filing
Part one of a two-part Q&A with PitchBook senior analyst Harrison Rolfes on Anthropic’s business model and why it needs to grow margins, fast.
stocks
Undervalued wide moat share may be overlooked
A series of negative updates dulls sentiment in wide moat share.
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ASX data centre share forecasts AI fuelled earnings surge
AI and cloud demand underpin bullish growth outlook
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CSL’s latest result suggests the worst may be over
Relief replaces disappointment but can growth return?
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ASX listed pharma boosted by weight loss drugs
GLP-1 momentum drives earnings for narrow moat share.
stocks
Nvidia earns upgrade as AI buildouts accelerate
Demand for AI infrastructure shows no signs of slowing.
stocks
Weekly earnings wrap: FMG, WDS, COL and more
A closer look at the final major results from August reporting season.
stocks
Chart of the Week: Are US mega-cap stocks undervalued?
Opportunities emerge across US equities.
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