Stock Market News & Analysis
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3 charts on Anthropic’s historic IPO filing
As Anthropic prepares to sell stock to the public, the S-1 reveals important information for investors on revenue growth, profitability, and adoption.
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Weight loss drugs not an existential threat to undervalued ASX share
A durable growth story despite GLP-1 headwinds.
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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.
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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.
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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.
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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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