Stock Market News & Analysis
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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.
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Our top ASX picks in every sector
These companies are our top choices for investors wanting to boost Aussie exposure.
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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
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?
Platinum’s board voted unanimously in favour of a merger we expect would be value accretive.
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Amid high volatility, these are the AI stock winners and losers
Micron, Palantir, Adobe, and Apple are among 2025’s best and worst performers so far.
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ASX healthcare stocks shrug off new tariff threat
Trump’s announcement could directly affect CSL, but we expect the firm to respond accordingly.
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Chart of the Week: WiseTech’s formidable entrenchment in markets
WTC has a few moat sources. This week’s chart looks at where it gains a competitive advantage.
stocks
How to find companies that can grow forever
If you want to find companies with a long growth runway, try looking for these seven attributes.
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