Stock Market News & Analysis
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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
Acquisition gains balance traffic headwinds.
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ASX rare earths play looks to expand production
The largest rare-earth producer outside of China acquires competitor to increase production.
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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.
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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
Drone demand powers growth but investor optimism is overdone.
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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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Chart of the Week: ASX retail offers pockets of value in softening conditions
Why slowing consumer spending could create opportunities in overlooked retail stocks.
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ASX tech share upgraded following AI contract wins
Strong demand for AI infrastructure drives fair value lift.
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5 star fully franked ASX dividend payer
Investors in cheap ASX share with a narrow moat enjoys a high yield, but there are risks investors should be aware of.
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An undervalued stock to buy that even Warren Buffett likes
Trading at an 18% discount, this wide-moat stock is a rare find.
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Ahead of an IPO, the maths behind Databrick’s $190 billion valuation doesn’t add up
The data and AI company is one of the world’s strongest private companies, but a PitchBook report says it’s unattractive at the current price.
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