Stock Market News & Analysis
stocks
AI lands a blow on some Aussie stocks – yet stands to benefit others
AI is reshaping ASX tech moats - but some are more insulated than others.
stocks
This might be the best core stock bargain in the US market today
Patient investors should consider building a position in this wide-moat stock while it’s seriously undervalued.
stocks
Data center demand drives strong earnings outlook for SGM
Sims guides huge earnings upgrade as data center metals demand spikes.
stocks
Chart of the Week: AI proving a threat to company moats
The latest insights on AI from our equity research team.
stocks
ASX coal miners will benefit from higher prices
Middle East conflict pushes coal prices higher.
stocks
Nvidia earnings: Another stellar quarter with no signs of a slowdown
We think Nvidia stock is moderately undervalued.
stocks
Magellan merger modestly dilutive
Our view on how shareholders should respond to the Magellan merger.
stocks
ASX listed gold miner under pressure due to lower production
Shares have dropped nearly 20% since lowering 2026 volume guidance.
stocks
3 ASX opportunities after earnings season
Uncovering key opportunities following February’s results.
stocks
Oracle earnings: Solid execution secures revenue target and mitigates investor concerns
We raise our fair value estimate for Oracle stock.
stocks
US dividend shares are getting a boost from the HALO trade. Can it last?
Both high-dividend stocks and dividend-growth stocks are outperforming amid AI disruption.
stocks
Unconventional wisdom: A modern day bank run
Is the economy and investor portfolios at risk from a potential ‘bank run’ in private credit?
stocks
Shares leap for ASX rare earths provider
We increased our fair value based on higher expected rare earths pricing.
stocks
Does SpaceX’s sky-high valuation make sense?
SpaceX’s $1.5 trillion valuation looks expensive and risky, but not irrational.
stocks
ASX healthcare leader sees further cuts to fair value
Fiercer competition expected to squeeze margins.
of 260
Viewing 1 to 16 of 4152