Stock Market News & Analysis
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Going into earnings, is Nvidia stock a buy, a sell, or fairly valued?
Looking at geopolitical risks, firm-wide supply constraints, and global AI demand, here’s what we think of Nvidia stock.
stocks
Fish oil glut causes ASX stock to plunge 30%
Investors savaged Nufarm stock as oversupply of fish oil hit prices in a key product line. We think the reaction is overdone.
stocks
Not enough growth to justify price of overvalued ASX share
Earnings show persistent growth but shares are trading well above our fair value.
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Cheap ASX leader prioritising market share over profits
Investors overreact to trading update and we view share drop as unwarranted.
stocks
Ask the analyst: Are markets ignoring Santos’ LNG business?
A reader asks whether the tendency of Santos shares to move with oil prices suggests a misunderstanding of its business.
stocks
After earnings, Is Uber stock a buy, a sell, or fairly valued?
With record high profitability and a growing user base, here’s what we think of Uber stock.
stocks
Alibaba earnings: Results in line, with cloud business to drive growth
We estimate that the rising adoption of Quanzhantui should help Alibaba enhance monetization until fiscal 2026.
stocks
Walmart earnings: Attractive prices and digital offerings drive continued share gains
We plan to raise our fair value estimate of Walmart stock; shares still look overvalued.
stocks
Stock showdown: How do ASX income plays Transurban and Atlas Arteria compare?
Adrian Atkins helps me weigh up the two ASX listed toll road companies.
stocks
After earnings, Is Berkshire Hathaway stock a buy, a sell, or fairly valued?
Looking at a solid core performance, insurance headwinds, and Buffett’s retirement, here’s what we think of Berkshire stock.
stocks
An updated list of ASX shares that may interest contrarians
David Dreman bought stocks that nobody else wanted. Here are five of his rules for contrarian investing and nine ASX stocks that could fit in 2025.
stocks
Ask the analyst: Can Redox’s phenomenal growth story continue?
This family owned company has taken a different and longer-term approach than most.
stocks
Microchip earnings: Appears spring-loaded for a rebound in chip orders
Microchip is calling the bottom on the brutal cyclical downturn that weighed its the business for the past several quarters.
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