Stock Market News & Analysis

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Alibaba fair value increases by 49%
Stronger-than-expected AI demand internationally and domestically.
Alibaba fair value increases by 49%
Alibaba fair value increases by 49%
stocks
Our fair value on ASX share falls by half

Our fair value on ASX share falls by half

Downgrading our estimates due to lower growth.
stocks
A 5-Star US stock to buy with a near-5% yield

A 5-Star US stock to buy with a near-5% yield

Undervalued by 23%, this cheap dividend stock is a top pick in its sector.
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Should you invest in small caps?

Should you invest in small caps?

With small capitalisation stocks gaining momentum, there are important considerations to determine whether they are right for your portfolio. 
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Strong second half anticipated for ASX mining play

Strong second half anticipated for ASX mining play

A more focused business model should benefit the company.
stocks
Will the AI boom in semiconductor stocks continue?

Will the AI boom in semiconductor stocks continue?

A critical question for the rally is whether the “base effect” will trip up chip stocks.
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How I lost all my savings through a poor investment decision

How I lost all my savings through a poor investment decision

With first timers at risk of poor investment decisions and an interest in speculative stocks, I explore my biggest investing mistake.
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Our view of Nvidia / OpenAI deal

Our view of Nvidia / OpenAI deal

Big AI dreams as firms announce a strategic partnership.
stocks
Chart of the Week: Morningstar’s forecast for CSL’s future

Chart of the Week: Morningstar’s forecast for CSL’s future

We see gross margin expansion on efficiencies and limited tariff impact
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Plunge in ASX share unwarranted

Plunge in ASX share unwarranted

Weak result distracts from improving trading and cost outlook.
stocks
Oracle shares are up 87% in 2025. Is it a buy?

Oracle shares are up 87% in 2025. Is it a buy?

Oracle’s cloud database business is riding the AI wave.
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Bumper crop to benefit ASX listed share

Bumper crop to benefit ASX listed share

We raise our earnings forecast 11% for next year.
stocks
Is there a long-term buying opportunity in luxury stocks?

Is there a long-term buying opportunity in luxury stocks?

Our analysts think the recent wobble in revenue growth is cyclical, not structural.
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10 best US growth stocks to buy for the long term

10 best US growth stocks to buy for the long term

The stocks of these high-quality growth companies look undervalued today.
stocks
Higher fair value for overvalued ASX tech share

Higher fair value for overvalued ASX tech share

Underlying secular growth stronger than we thought.
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