Coming up: Third-quarter guidance is largely in line with expectations, although it is officially slightly better than our ...
The ASX ( ASX: ASX) released unaudited results for the first half of fiscal 2026 and updated near-term expense guidance.
Investors are looking past prior fears of U.S. tariffs or concerns of an artificial intelligence bubble, which bodes well for ...
From cloud computing growth to AI monetization, here’s what we’re looking for in Alphabet’s upcoming earnings report.
The bottom line: We raise our fair value estimate for narrow-moat Tesla to $400 from $300. The primary drivers are a higher ...
Ray Dalio gives his take on tanking currencies, US mid-term elections and outlook for 2026 and beyond. Investment legend Ray ...
How Morningstar’s APAC Chief Investment Officer Matt Wacher is approaching 2026.
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The bottom line: We retain our fair value estimate of NZD 3.60 (or AUD 3.30) for narrow-moat-rated Spark New Zealand. Shares ...
Does this mean the AI trade—which swept up stocks ranging from semiconductors to cooling system makers—is played out?
One question that I am repeatedly hearing from investors is this: in an expensive market, where can I find opportunities? My ...
We use a weighted average cost of capital of 8.2% to discount our forecast cash flows. We project a 20.9% top-line compound ...
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