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Ujjwal Maheshwari

Ujjwal Maheshwari is a Sydney-based financial writer at Stocks Down Under, where he has covered ASX and forex markets for over three years. He specialises in breaking down complex market developments into clear, accessible analysis for everyday investors.

Bachelor of Commerce (Finance), University of New South Wales (UNSW)

774 articles published

Market news

US and Iran Trade Fire Over Hormuz, Yet Oil Holds Near Pre-War Lows: What It Means for ASX Investors

The US and Iran are trading fire again, yet oil is going nowhere. US forces struck Iranian targets after an Iranian drone hit a cargo ship in the Strait of Hormuz, the waterway that carries around a fifth of the world's oil, and Iran's Revolutionary Guards have since said they targeted US forces in the…

ByUjjwal Maheshwari1 day ago0Comments

Defence Stocks

Is DroneShield (ASX:DRO) a Buy After Crashing 28% in a Month?

DroneShield is a strong business trading under a cloud, and until that cloud lifts, the shares are likely to stay volatile. After one of the ASX's wildest runs, the counter-drone maker has fallen back to earth: DroneShield (ASX:DRO) dropped 5.4% on Friday to about A$2.28, down roughly 28% in a month and around two-thirds below…

ByUjjwal Maheshwari2 days ago0Comments

Technology

Why Your Next iPhone and Xbox Will Cost More: The ASX Stocks Riding the Same Wave

Your next iPhone, laptop or Xbox is about to cost more, and AI is the reason. Apple and Microsoft have both raised hardware prices, blaming a shortage of memory chips caused by the AI data-centre boom, with Xbox console prices jumping by US$100 to US$150 from 1 August. For investors, this is a signal: the…

ByUjjwal Maheshwari2 days ago0Comments

Energy Stocks

The Peace Trade Wobbles: Why Woodside (ASX:WDS) and Santos (ASX:STO) Are Rising Again

For weeks, oil had been falling as the US and Iran inched towards peace, dragging energy stocks down with it. By mid-week, crude had slipped to its lowest since the day before the war began, and the "peace trade" looked all but over. Then one strike on a cargo ship in the Strait of Hormuz…

ByUjjwal Maheshwari2 days ago0Comments

Healthcare Stocks

Recce Pharmaceuticals (ASX:RCE) Crashes 13% Despite $8m Raise and Middle East Licensing Deal

KEY POINTS Recce raised A$4 million from institutions at A$0.40 a share and opened a share purchase plan to raise up to A$4 million more, for a target of up to A$8 million. Despite the cash and a Middle East licensing plan, the shares fell about 13% (after falling nearly 20% during the…

ByUjjwal Maheshwari2 days ago0Comments

AI Stocks Technology

Qualcomm Targets US$15bn in AI Chips: Can It Take On Nvidia?

KEY POINTS At its investor day, Qualcomm unveiled a plan to push into AI data-centre chips, targeting more than US$15 billion a year by 2029. That is part of a bigger goal to double its non-phone revenue to US$40 billion by 2029, with automotive (US$10 billion) and the Internet of Things (more than…

ByUjjwal Maheshwari3 days ago0Comments

Mining Stocks

New Murchison Gold (ASX:NMG) Grew Its Resource 47%, So Why Did the Shares Fall?

KEY POINTS New Murchison Gold lifted the resource at its Garden Gully project in Western Australia by 47%, to 4.42 million tonnes at 2.5 grams per tonne for 359,000 ounces of gold. Despite the upgrade, the shares fell 4.5% on Thursday to 4.2 cents, as the gold price dropped below US$4,000 an ounce…

ByUjjwal Maheshwari3 days ago0Comments

Consumer

A2 Milk (ASX:A2M) Declares $300m Special Dividend: Here’s the Yield

KEY POINTS A2 Milk has declared a NZ$300 million special dividend (about A$245 million), worth 41.36 New Zealand cents per share, to be paid on 24 July 2026. In Australian dollar terms that is roughly 34 cents per share, a one-off yield of about 4.8% at the current price of A$7.10. The payment…

ByUjjwal Maheshwari3 days ago0Comments

Industrials

Worley (ASX:WOR) Crashes Nearly 10%: Is It a Buy After the Middle East Downgrade?

KEY POINTS Worley shares fell nearly 10% on 25 June after the company lifted its expected FY26 earnings hit from the Middle East conflict to up to A$60 million, well above the A$30 to A$40 million it flagged in April. A stronger Australian dollar adds a further A$50 million hit to FY26 earnings,…

ByUjjwal Maheshwari3 days ago0Comments

Technology US stocks

Micron’s Record US$41.5bn Quarter Reignites the AI Memory Boom: 3 ASX Stocks to Watch

KEY POINTS Micron just posted a record quarter: US$41.5 billion in sales, US$25.11 in earnings per share, and gross margins near 85%, smashing Wall Street's forecasts. It then guided to an even bigger quarter ahead, tipping up to US$51 billion in sales, strong proof that the AI memory boom is real and not…

ByUjjwal Maheshwari3 days ago0Comments

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Ujjwal Maheshwari

US and Iran Trade Fire Over Hormuz, Yet Oil Holds Near Pre-War Lows: What It Means for ASX Investors

Is DroneShield (ASX:DRO) a Buy After Crashing 28% in a Month?

Why Your Next iPhone and Xbox Will Cost More: The ASX Stocks Riding the Same Wave

The Peace Trade Wobbles: Why Woodside (ASX:WDS) and Santos (ASX:STO) Are Rising Again

Recce Pharmaceuticals (ASX:RCE) Crashes 13% Despite $8m Raise and Middle East Licensing Deal

Qualcomm Targets US$15bn in AI Chips: Can It Take On Nvidia?

New Murchison Gold (ASX:NMG) Grew Its Resource 47%, So Why Did the Shares Fall?

A2 Milk (ASX:A2M) Declares $300m Special Dividend: Here’s the Yield

Worley (ASX:WOR) Crashes Nearly 10%: Is It a Buy After the Middle East Downgrade?

Micron’s Record US$41.5bn Quarter Reignites the AI Memory Boom: 3 ASX Stocks to Watch

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Ujjwal Maheshwari

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