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Micron Technology
Semiconductor stocks Tech Stocks
Micron Technology (NDQ:MU): The Chipmaker Carrying the S&P 500 on Its Back
Micron Technology sits at the centre of the AI‑driven memory supercycle, producing earnings so outsized that they are distorting aggregate S&P 500 beat statistics. Its HBM franchise is sold out for the entire 2026 calendar year, gross margins are tracking towards 81%, and forward guidance implies revenue levels that would have seemed implausible for a…
4 days ago0Comments
Aggregate Reinsurance Arrangement
Industrials Bank Stocks
Suncorp’s (ASX:SUN) $2.4bn Aggregate Reinsurance Arrangement Was Well Received By Investors!
Suncorp’s announcement of a new 5‑year aggregate reinsurance arrangement lands at a moment when the group has already undergone one of the most significant strategic resets in its modern history. The business that once balanced general insurance with a low‑return retail bank has, over the past three years, reshaped itself into a more focused, more predictable…
April 24, 20260Comments
US Marijuana Rescheduling
Cannabis Stocks International Stocks Life Sciences Market news
US Marijuana Rescheduling: What The Biggest Change in 50 Years Could Mean for ASX Pot Stocks!
The imminent US Marijuana Rescheduling begs the question: Is it really different this time for ASX pot stocks? In one sense, perhaps it is, because it is undoubtedly the most significant policy signal in more than 50 years. But in the other, there's no promise it'll lead to anything, as recent history has shown. What's Happening…
April 24, 20260Comments
ASX Confession Season
Blue Chip Stocks Bank Stocks Consumer Industrials
ASX Confession Season Is In Full Swing! Which Stocks Could Follow Cochlear In Downgrading Guidance?
ASX Confession Season got into full swing yesterday with Cochlear's guidance downgrade that saw over $4bn in shareholder value wiped out. It is that time that happens every year - a period that fund managers dread and short sellers quietly anticipate. It has no official name on the ASX calendar, no regulatory trigger, and no…
April 23, 20260Comments
shares in cochlear
Blue Chip Stocks Healthcare Stocks
Shares In Cochlear (ASX:COH) Plunge Over 35% As FY26 Guidance Is Slashed By Nearly A Third! Is It A Buy The Dip Opportunity?
If you own shares in Cochlear (ASX:COH), you had a pretty bad morning. The company delivered one of the most significant earnings guidance downgrades in its listed history this morning, cutting its FY26 underlying net profit guidance to A$290–330m from a previously disclosed range of A$435–460m. The revision (a reduction of roughly 30% at the…
April 22, 20260Comments

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