Stock Market News & Analysis
stocks
The ‘other’ AI chip behemoth that might just be getting started
The magnitude of growth at Broadcom continues to astound us.
stocks
Why ANZ changes aren’t just about cutting costs
The banking major needs to prevent key product offerings from falling further behind the competition.
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Strong finish to the year for overvalued ASX share
A great fiscal 2025 but investors are ahead of themselves.
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Our three most overvalued ASX shares
These three companies are trading at a significant premium to our fair value.
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What does big US court decision mean for Google’s parent company Alphabet?
Alphabet shares popped 7% after the ruling on September 2 and have now rallied by around 50% since April.
stocks
Is this still an ASX share to own forever?
Find out how this defensive player has fared after earnings.
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After earnings, is Nvidia stock a buy, a sell, or fairly valued?
No signs of a slowdown in demand for Nvidia’s chips, and the long-term picture looks bright.
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Short-term pain for long-term gain for undervalued ASX share
Cost reductions lower our profit estimates but should lead to improved long-term outcomes.
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Qantas earnings: Jetstar capitalising on weaker domestic competition
Qantas’ budget brand performing well, with segment earnings up 55%.
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Nvidia Earnings: No signs of a slowdown in demand for AI chips
A selloff in Nvidia stock on the earnings news looks like a buying opportunity to us.
stocks
ASX results reaction: WiseTech, Woolies, Sigma and more
A round up of notable stories and reactions as ASX reporting season rolls on.
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WiseTech result disappoints, but the future looks bright
Markets appear underwhelmed by recent sales growth, however, our kingmaker thesis is intact.
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WOW earnings: Woolworths losing market share, but will catch up to Coles
Woolworths have had a soft start to a challenging year, but Morningstar analyst believes it will eventually catch up to its main competitor.
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Chart of the Week: Largest share price falls during earnings
Opportunities arise when the market overreacts, and good quality companies are mispriced.
stocks
Ask the analyst: Are markets missing something with CSL?
I catch up with Shane Ponraj after an eventful reporting season for healthcare major CSL.
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