Stock Market News & Analysis
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Cheap ASX share remains overlooked by the market
Fear outweighs fundamentals as ASX share reaffirms outlook.
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Microsoft earnings: Azure accelerates, but investment returns remain the test
We now forecast mildly better revenue growth and EPS growth, alongside more intense near-term cash flow pressure.
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Alphabet Earnings: AI Monetisation continues to grow as hardware sales boost results
We believe that investors are underappreciating the breadth and depth of Alphabet’s AI monetization and the rapid upcoming growth in Google Cloud.
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After earnings, we raise our Tesla stock Fair Value Estimate. Are shares a buy?
Solid results included strong full-self driving software uptake and positive free cash flow.
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SK Hynix Earnings: We raise fair value estimate on strong AI memory demand
Shares jumped 9% after earnings, as stronger AI memory prices boosted the chipmaker’s outlook.
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Meta shares are down 12% since earnings. Is the stock a buy?
Concerns about equity sales to finance AI investments have pressured shares.
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SpaceX earnings: We raise our fair value estimate on scaling data centres, but is the stock a buy?
AI data center revenue is growing fast, but questions about durability remain.
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3 charts on Anthropic’s historic IPO filing
As Anthropic prepares to sell stock to the public, the S-1 reveals important information for investors on revenue growth, profitability, and adoption.
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Weight loss drugs not an existential threat to undervalued ASX share
A durable growth story despite GLP-1 headwinds.
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Tesla: valuation is key consideration in merger talks with SpaceX
We see regulatory risk from both the US and Chinese governments.
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Meta earnings: Early look at Muse adoption impresses investors
We see the company’s momentum in its core advertising business, as well as adoption of Muse, as early signals that the firm’s AI playbook is working.
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Tesla earnings: Shares fall on slower deliveries growth outlook; Raising valuation
Our increased valuation comes from higher full self-driving adoption assumptions and a lower near- and medium-term capital expenditures forecast.
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SpaceX is scaling AI infrastructure on earth, data centers in space might be next
Our view on the first results as a publicly traded company.
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