Stock Market News & Analysis
stocks
CBA earnings: Business lending powers on, but costs and credit bear watching
Our view after the bank reports first quarter earnings.
stocks
Apple earnings review: Revenue beats estimates as memory crunch threatens margins
Apple shares are trading at record highs after posting solid results.
stocks
Nvidia: Cutting our fair value estimate by 19% given the firm’s CEO transition and turmoil
We’re reducing our long-term revenue estimates.
stocks
Two cheap wide moat ASX shares
These shares are trading at a discount to our fair value discount and have sustainable competitive advantages.
stocks
Anthropic: Are the shares undervalued given the IPO pricing range?
There may be meaningful upside as Anthropic is pricing its stock as a reflection of current sentiment, not the company’s fundamentals.
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Valuation looks stretched for ASX healthcare share
Strong fundamentals meet a demanding valuation.
stocks
Chart of the Week: ASX mining valuations return to more reasonable levels
As some commodity prices cool, mining valuations look less demanding.
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This former ASX tech darling is now 25% undervalued
Shares have fallen over 40% this year but revenue is still growing quickly.
stocks
Why Morningstar thinks Anthropic is worth $1.7 trillion
A look at how we arrive at our base-case valuation for the AI lab, along with bull and bear scenarios.
stocks
Nvidia: Investigation into CEO Huang casts dark cloud over company’s bright AI future
We maintain our fair value estimate for Nvidia stock.
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What a wobby AI trade could mean for Anthropic's IPO
Despite recent AI jitters, strategists expect strong demand for Anthropic’s potentially historic IPO.
stocks
Investor Playbook: What Transurban, APA and Deterra have in common?
What inflation-resistant businesses have in common.
stocks
Our view after REA’s share price rally
A bullish market reaction but valuation concerns remain.
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