Stock Market News & Analysis
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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
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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Tesla stock is down nearly 20% this year. Is it a buy ahead of earnings?
Following the rollout of its first autonomous Cybercab, here’s what we expect from Tesla’s earnings report.
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Guzman Y Gomez’s outlook unchanged despite strong update
Strong quarter yet shares remain expensive.
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Samsung and SK Hynix lead chip selloff as China competition fears grow
CXMT’s claimed tech breakthrough and an AI industry leader’s comments are weighing on stocks across the sector.
stocks
Updating our assumed commodity prices and fair values of the two largest Aussie miners
Stronger copper, aluminum and zinc prices offset by iron ore.
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