Stock Market News & Analysis

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Netflix: A business that’s nearly flawless
Streaming giant’s stellar results had areas of softness; currency tailwinds drive guidance raise.
Netflix: A business that’s nearly flawless
Netflix: A business that’s nearly flawless
stocks
Trump’s US dollar assault is fuelling CBA’s rise

Trump’s US dollar assault is fuelling CBA’s rise

A recent $1 billion investment in CBA by Texas based fund manager expresses concern for the outlook of the USD.
stocks
Insignia Financial: Revised deal still attractive

Insignia Financial: Revised deal still attractive

The offer price is well above our fair value.
stocks
Undervalued ASX income play

Undervalued ASX income play

Major development projects remain on schedule.
stocks
Going into earnings, is Alphabet stock a buy, a sell, or fairly valued?

Going into earnings, is Alphabet stock a buy, a sell, or fairly valued?

With the monetization of GenAI, here’s what we think of Alphabet’s stock
stocks
Going into earnings, Is Meta stock a buy, a sell, or fairly valued?

Going into earnings, Is Meta stock a buy, a sell, or fairly valued?

With a focus on leveraging its AI investments, here’s what we think of Meta stock.
stocks
Our view of BHP after June quarter results

Our view of BHP after June quarter results

Record copper volumes are reported.
stocks
James Hardie transfers of share listing to New York Stock Exchange

James Hardie transfers of share listing to New York Stock Exchange

The change is a result of the controversial Azek acquisition.
stocks
The 10 best US dividend stocks

The 10 best US dividend stocks

These are the top dividend-paying stocks to buy in 2025.
stocks
ASX listed tariff play

ASX listed tariff play

Trump’s focus on US steel production may benefit this firm.
stocks
Ask the analyst: How reliant are Guzman shares on international growth?

Ask the analyst: How reliant are Guzman shares on international growth?

A year on from Guzman’s IPO, I catch up with Johannes Faul to explore what is baked into GYG’s valuation.
stocks
Nvidia: Back in business in China; Raising fair value estimate

Nvidia: Back in business in China; Raising fair value estimate

Nvidia is poised to become more dominant than ever as it is allowed to sell its key H20 GPUs in China.
stocks
Our top ASX picks in every sector

Our top ASX picks in every sector

These companies are our top choices for investors wanting to boost Aussie exposure.
stocks
Potentially catastrophic ruling for ASX company

Potentially catastrophic ruling for ASX company

We raise our risk and uncertainty rating to reflect the impact of the ruling.
stocks
4 charts on Nvidia’s record $4 trillion market cap

4 charts on Nvidia’s record $4 trillion market cap

Shares of the semiconductor giant have rocketed 280% over the past two years amid the AI boom.
stocks
Could merger breathe new life into struggling ASX asset manager?

Could merger breathe new life into struggling ASX asset manager?

Platinum’s board voted unanimously in favour of a merger we expect would be value accretive.
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