Stock Market News & Analysis
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Amazon earnings: Guidance for $200 billion in capital expenditure in 2026 overshadows good results
We think Amazon stock is moderately undervalued.
stocks
Apple earnings: Impressive Q4 lifts stock, but is it a long-term growth play?
We’ve raised our fair value estimate of Apple stock.
stocks
After pullback this ASX share is fairly valued again
Only dividend aristocrat on the ASX has retreated from all-time high.
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Weekly earnings wrap: Last week’s winners & losers
A mixed first week for company’s reporting on the ASX. Here’s everything you need to know
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Alphabet earnings: Continued momentum on cloud and search as capital expenses set to mount
Strong fourth quarter earnings.
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Eli Lilly earnings: Revenue increases reflect global demand for oral obesity therapies
We’ve raised our fair value estimate of Lilly stock.
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AMD earnings: Data center demand still looks quite strong to us
AMD has the components to target $100 billion of AI revenue in the next few years.
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PayPal earnings: Growth slows, new CEO appointed
We expect to lower our fair value estimate of PayPal stock.
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Morningstar initiates on ASX income play
This REIT may be an option for investors seeking income.
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What Goodman’s upcoming earnings could reveal about data centre & AI growth
Answering key questions about Goodman & its data centre pipeline ahead of earnings
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Palantir earnings: Another quarter, another rule-of-40 record
Palantir’s earnings has impressed our analysts.
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Finding yield on the ASX
The ASX, known for its yield appeal is at its lowest level in 20 years. Here’s why, and what investors should do.
stocks
ExxonMobil earnings: Continued execution, on track for 2030 targets
We’ve raised our fair value estimate of Exxon stock.
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