Big AI Revenue, Bigger Cash Generation
Broadcom had a very strong start to Q1 FY26, with total revenue reaching $19.3 billion, up 29% from $14.0 billion a year ago.
What this tells us is that AI and semiconductor demand is still running hard. We have already seen that with Nvidia, and now Broadcom is showing many…
Something changed how the regulators were looking at the CFD markets, and it didn't happen overnight. The post-pandemic period has seen a segment of new retail traders enter the market through mobile apps, many of them inexperienced. Brokers multiplied. Marketing got louder. And then some of those brokers would fall down and take client money…
Oil Surged, Defence Stocks Jumped, and the Macro Risk Is Rising
Over the weekend, the U.S. and Israel launched strikes on Iran in what has become a major escalation across the region. The attack reportedly killed Iran’s Supreme Leader Ayatollah Ali Khamenei, along with several senior figures, and it has pushed the conflict into far…
When to Take Profits as Crude Rallies
Cyclical stocks like oil can be some of the hardest to time, especially when prices are being driven by geopolitical shocks rather than normal supply and demand.
When tensions flare, the market can move fast, and trying to pick the exact top or bottom becomes extremely difficult.
If we look…
What Is Proprietary Trading?
Proprietary trading - or “prop trading” - is when a financial firm trades stocks, futures, currencies, or other instruments using its own capital rather than client funds. The firm takes on the market risk directly and keeps the profits (or absorbs the losses). Traders working for the firm are compensated…
The 2025 AustPost eCommerce report reveals that roughly 9.8 million households made online purchases in 2024, a new record at the time. Because shoppers regularly use online services, the need for fast, effortless transactions is greater than ever. To meet this demand, businesses are introducing faster payment systems and online banking tools. What changes have…
South Korea’s Chip Rally Just Unwound
The South Korean stock market was hit hard on Tuesday, with the KOSPI falling 7.2% in its biggest single-day drop since 2024.
What made the reversal feel even more dramatic is that this came after a very strong run. The index had gained 34% since the start of 2025 and…
Revenue Up 370%, The Market Loves the Tank Stream Labs Deal
Scalare Partners Holdings surged 43% today after reporting a strong H1 FY26 result, and the market clearly liked what it saw.
A big part of that growth story came from acquisitions. The additions of Tank Stream Labs and Planet Startup meaningfully expanded the company’s operating…
The Undersea Arms Race Is Heating Up
Senior U.S. naval officials are starting to sound the alarm over China’s rapidly advancing submarine fleet, and we think this is becoming far more serious than many people realise.
This is no longer just about China projecting power across the region. The bigger issue is that these submarines could…
St George Mining Hits 70.9Mt, The Market Still Wants Confidence
St George Mining announced a major resource upgrade at its 100%-owned Araxá project, but despite the scale of the update, the stock still fell 15% on the day.
On the surface, the announcement was strong. The company delivered a 75% increase in the mineral resource estimate,…
