Stock Market News & Analysis
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This ASX supermarkets business is now underperforming its largest competitor
Competition restrains long-term margins.
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Berkshire Hathaway earnings: cash hits record $380 billion on stock sales and solid Q1 results
We think Berkshire Hathaway stock is moderately undervalued.
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ASX miner weathers the storm with strong commodity prices
Lower volumes due cyclone activity but revenues hold steady.
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Eli Lilly earnings: Mounjaro/Zepbound’s massive volume growth more than counters price pressure
We’ve raised our fair value estimate of Lilly stock.
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OpenAI missed multiple revenue targets - here’s why it likely won’t IPO this year
Plus, whichever AI company IPOs first defines what “good” looks like.
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Lower production and higher prices for ASX hydrocarbon play
Improving pricing offsets severe weather impact on sales volumes.
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Alphabet returns on AI investments accelerating
AI propels business across aegments, cloud is grightest; Increasing our fair value.
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We lift our fair value estimate for this ASX energy play
Strong oil and LNG prices are a major win, though we don’t think they will stay high in the long term.
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Chart of the Week: Headwinds for Aussie banks point to an imminent slowdown
Investor demand is expected to fade and slow credit growth as borrowers face higher costs and reduced tax breaks.
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Hostile takeover on the cards for this ASX income opportunity
IFM lobs reasonable takeover offer.
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Get ready for major US tech earnings starting tomorrow morning
Microsoft, Amazon, Alphabet, and Meta will all release quarterly earnings. Here’s what analysts are looking for.
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Corning’s AI fiber boom is real, but its stock price may be getting out of hand
Corning’s optical fiber business is thriving, and the Meta deal derisks its supply buildout, but success isn’t guaranteed.
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Going into earnings, is Alphabet stock a buy, a sell, or fairly valued?
From AI integration to capital expenditure increases, here’s what we expect in Alphabet’s earnings report.
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ASX energy share remains cheap despite strong outlook
Santos reports a solid quarter on the back of higher commodity prices - yet the shares look undervalued.
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