Wall Street Is Finally Questioning the AI Spending Arms Race
Meta’s latest earnings suggest investors are no longer rewarding AI spending at any cost. As capital expenditure rises and free cash flow comes under pressure,…
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RBA Decision Tomorrow: Hold, Hike, or Hawkish Pause?
All eyes are on the Reserve Bank ahead of tomorrow's interest rate decision, with markets divided over whether policymakers will…
Web Travel Group Shares Jumped 12% on the Wrong Number
The A$90 million buyback got the headlines. The exchange rate buried in the guidance is what actually changed the earnings…
When Does Government Debt Become A Problem?
Governments rarely fail because they borrow too much. They fail when investors lose confidence that the debt can be sustained.
ASX Stocks in Focus: The Second Number in Each Update
Myer beat on sales and gave up margin. Electro Optic Systems upgraded twice in six weeks. Stanmore's refinancing beats its…
Markets
ASX Weekly Market Wrap
Market Overview The Australian sharemarket ended another volatile week on the back foot, with the S&P/ASX 200 falling 0.75% on Friday to close at 8,772.3.…
Highlighted Insights
Most Stocks Fail To Beat The Market
Most investors believe picking a handful of quality companies is enough to beat the market. The data tells a very different story.
Stripe’s PayPal Acquisition: Why Fintech Investors Are Watching Closely
Stripe’s reported attempt to acquire PayPal has quickly become one of the most significant potential deals in global fintech. The…
Australia’s Per Capita Recession: What It Means for Investors
Australia may have avoided a technical recession, but that distinction is becoming increasingly meaningless for many households and businesses. While…
Lynas Share Price Just Missed the Rare Earths Rally
NdPr prices hit a 2026 high on tightening Chinese export controls. Lynas shares fell anyway.
Passive Investing Broke Markets: Who Actually Sets Stock Prices?
Passive investing has outperformed active management for years. But as more money flows into index funds, a growing debate is…
Featured Investments (Stock Picks)
SRG Global Shares Jumped 17%. The Order Book Wasn’t the Real Story
The A$1.85 billion headline moved the stock. The contract duration changed the valuation story.
ASX Weekly Market Wrap
A more constructive week for markets Australian markets delivered a far more constructive week, with…
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Gain access to independent ASX insights, exclusive stock picks, and in-depth research trusted by founders, boards, and investors.
Cynata Therapeutics (ASX: CYP): Speculative Investment Analysis
Where biology meets scalable production: Cynata's Cymerus® platform
Rumoured Changes to Capital Gains Discount: What does it mean?
How potential CGT reform could affect investors, property and the federal budget
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Australian Gas Prices: Why Domestic Costs Haven’t Followed LNG Spike
Australia’s gas market is facing a familiar test. Global prices are surging on the back of geopolitical conflict, yet domestic…
CMRG BHP Iron Ore: Negotiation, Not a Ban
Traders told Reuters that on the first trading day after Golden Week, China Mineral Resources Group (CMRG) offered multiple BHP…
China-Australia Trade Shift Accelerates as Trump’s Tariffs Rewrite Global Markets
China's trade surplus just pushed beyond US$1 trillion for the first time, and the ripple effects are landing squarely in…
The SpaceX IPO Is Breaking Every Rule
SpaceX upcoming IPO is already expected to be the largest in history. At a proposed valuation of US$1.75 trillion and…
ASX set to rise as Dow Jones hits fresh record high
ASX to rise as S&P 500 nears record and Dow Jones hits record high The ASX is set to open…
Catalyst Metals’ Share Price Is Telling Two Stories. Only One is True
Catalyst Metals fell 17% in a single session in May after warning that costs at its Plutonic gold mine were…
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