Stock Market News & Analysis
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Investor Playbook: What Transurban, APA and Deterra have in common?
What inflation-resistant businesses have in common.
stocks
Our view after REA’s share price rally
A bullish market reaction but valuation concerns remain.
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ASX top pick remains cheap despite weaker consumer confidence
Consumer caution dents growth, shares look cheap.
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Chart of the Week: Aussie dividend yields below 10-year average
Income opportunities remain beneath the surface.
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Apple earnings: A smooth transition despite continued memory and supply headwinds
Shares fell as investors digested the latest earnings.
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Two new ASX names added to our Global Best Stock Ideas
Our full global list includes 78 companies from around the world.
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Big four bank holds up in weakening economic conditions
Major bank earnings hold up in challenging conditions.
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Our view after Coles’ shares plunge
Shares dropped 8% after reporting results for the September 2026 quarter.
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Cheap ASX share remains overlooked by the market
Fear outweighs fundamentals as ASX share reaffirms outlook.
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Microsoft earnings: Azure accelerates, but investment returns remain the test
We now forecast mildly better revenue growth and EPS growth, alongside more intense near-term cash flow pressure.
stocks
Alphabet Earnings: AI Monetisation continues to grow as hardware sales boost results
We believe that investors are underappreciating the breadth and depth of Alphabet’s AI monetization and the rapid upcoming growth in Google Cloud.
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After earnings, we raise our Tesla stock Fair Value Estimate. Are shares a buy?
Solid results included strong full-self driving software uptake and positive free cash flow.
stocks
SK Hynix Earnings: We raise fair value estimate on strong AI memory demand
Shares jumped 9% after earnings, as stronger AI memory prices boosted the chipmaker’s outlook.
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Meta shares are down 12% since earnings. Is the stock a buy?
Concerns about equity sales to finance AI investments have pressured shares.
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