Stock Market News & Analysis

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This Cheap ASX REIT may be overlooked
Takeover strengthens portfolio outlook for ASX REIT.
This Cheap ASX REIT may be overlooked
This Cheap ASX REIT may be overlooked
stocks
Do AI labs like Anthropic and OpenAI have economic moats?

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

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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The best AI stocks to buy now

The best AI stocks to buy now

Artificial intelligence stocks maintain their allure, thanks to industry momentum and appealing valuations.
stocks
ASX share undervalued despite solid growth

ASX share undervalued despite solid growth

First-quarter performance exceeds expectations.
stocks
Chart of the Week: 3 undervalued US tech shares

Chart of the Week: 3 undervalued US tech shares

Our US analysts’ top tech opportunities.
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ASX payments utility looks overvalued

ASX payments utility looks overvalued

Australia’s invisible payments utility earns narrow moat yet valuation looks lofty.
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Long term outlook intact for wide moat income share

Long term outlook intact for wide moat income share

Acquisition gains balance traffic headwinds.
stocks
ASX rare earths play looks to expand production

ASX rare earths play looks to expand production

The largest rare-earth producer outside of China acquires competitor to increase production.
stocks
Anthropic’s leaked financials reflect fast growth, but not a $2 trillion valuation

Anthropic’s leaked financials reflect fast growth, but not a $2 trillion valuation

Draft IPO filing shows a company growing faster than its annual results can capture.
stocks
The 10 best US companies to invest in now

The 10 best US companies to invest in now

The stocks of these high-quality companies look cheap today.
stocks
Surge in combat drones drives upgrade for ASX share

Surge in combat drones drives upgrade for ASX share

Drone demand powers growth but investor optimism is overdone.
stocks
Meta: Meta launches enterprise offering to open up another way to monetize AI investments

Meta: Meta launches enterprise offering to open up another way to monetize AI investments

The market’s negative reaction to the announcement signals that investors, much like us, are not super excited about Meta’s prospects in the enterprise market.
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ASX tech share overvalued as growth path narrows

ASX tech share overvalued as growth path narrows

AI fears fade, growth risks remain.
stocks
Chart of the Week: ASX retail offers pockets of value in softening conditions

Chart of the Week: ASX retail offers pockets of value in softening conditions

Why slowing consumer spending could create opportunities in overlooked retail stocks.
stocks
ASX tech share upgraded following AI contract wins

ASX tech share upgraded following AI contract wins

Strong demand for AI infrastructure drives fair value lift.
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