Stock Market News & Analysis
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Anthropic and OpenAI face commodification threats. Here’s what to watch for
Frontier AI labs face a three-pronged set of challenges.
stocks
Berkshire Hathaway: Abel pushes into new territory with Bending Spoons investment
We think it is a sign that the firm is finally moving out of its comfort zone to find places to put capital to work.
stocks
Chip stock selloff deepens in Asia, extends to Europe and US
The week’s tech stock rout continues despite strong earnings from TSMC and ASML.
stocks
Downgrade for ASX listed fund manager as redemptions pile on
Persistent outflows erode earnings outlook.
stocks
Tesla stock is down nearly 20% this year. Is it a buy ahead of earnings?
Following the rollout of its first autonomous Cybercab, here’s what we expect from Tesla’s earnings report.
stocks
Guzman Y Gomez’s outlook unchanged despite strong update
Strong quarter yet shares remain expensive.
stocks
Samsung and SK Hynix lead chip selloff as China competition fears grow
CXMT’s claimed tech breakthrough and an AI industry leader’s comments are weighing on stocks across the sector.
stocks
Updating our assumed commodity prices and fair values of the two largest Aussie miners
Stronger copper, aluminum and zinc prices offset by iron ore.
stocks
Do AI labs like Anthropic and OpenAI have economic moats?
Leading AI labs are building economic moats to stave off commodification threats.
stocks
12 picks for an income portfolio - Q3 2026 update
Passive income growth continues to be strong but two picks are facing challenges.
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