Stock Market News & Analysis
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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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Moated AI-proof tech play hiding in the ASX 100
ChatGPT and large language models should be a tailwind for this company.
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The best US AI stocks to buy now
The anything-but-AI sentiment in the market is leaving many of these stocks looking attractive.
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Going into earnings, is Meta stock a buy, a sell, or fairly valued?
With another high-performing quarter expected, here’s what we think of Meta stock.
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We cut our fair value estimate in half for this troubled healthcare stock
The business faces long-term headwinds due to cost-of-living pressures in the US and hospital capacity constraints in Europe.
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Going into earnings, is Microsoft stock a buy, a sell, or fairly valued?
Microsoft’s earnings report is expected to touch on AI adoption and monetization.
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World’s largest miner overvalued after solid quarter
The ongoing war is likely to keep commodity prices even more volatile than usual until it is resolved.
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Hidden value in an expensive ASX
How investors can uncover value beyond the index heavyweights.
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