Stock Market News & Analysis
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Do AI labs like Anthropic and OpenAI have economic moats?
Leading AI labs are building economic moats to stave off commodification threats.
stocks
12 picks for an income portfolio - Q3 2026 update
Passive income growth continues to be strong but two picks are facing challenges.
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The best AI stocks to buy now
Artificial intelligence stocks maintain their allure, thanks to industry momentum and appealing valuations.
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ASX payments utility looks overvalued
Australia’s invisible payments utility earns narrow moat yet valuation looks lofty.
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Long term outlook intact for wide moat income share
Acquisition gains balance traffic headwinds.
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ASX rare earths play looks to expand production
The largest rare-earth producer outside of China acquires competitor to increase production.
stocks
Anthropic’s leaked financials reflect fast growth, but not a $2 trillion valuation
Draft IPO filing shows a company growing faster than its annual results can capture.
stocks
The 10 best US companies to invest in now
The stocks of these high-quality companies look cheap today.
stocks
Surge in combat drones drives upgrade for ASX share
Drone demand powers growth but investor optimism is overdone.
stocks
Meta: Meta launches enterprise offering to open up another way to monetize AI investments
The market’s negative reaction to the announcement signals that investors, much like us, are not super excited about Meta’s prospects in the enterprise market.
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Chart of the Week: ASX retail offers pockets of value in softening conditions
Why slowing consumer spending could create opportunities in overlooked retail stocks.
stocks
ASX tech share upgraded following AI contract wins
Strong demand for AI infrastructure drives fair value lift.
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