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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)

728 articles published

AI Stocks Tech Stocks

The ASX AI Infrastructure Boom Is Real: 5 Data Centre Stocks Riding the Wave

5 ASX Data Centre Stocks Riding the AI Infrastructure Boom The past 24 hours have made one thing clear. The ASX data centre boom is no longer about future demand. It is happening right now, in real contracts and real money. DigiCo Infrastructure REIT (ASX:DGT) jumped 23% on Wednesday after selling its Chicago facility for…

ByUjjwal MaheshwariMay 7, 20260Comments

Bank Stocks

Westpac (ASX:WBC) Surges 3.5% to A$38.94 as RBA Pause Triggers Big Four Bank Rally

Westpac Surges 3.5% as RBA Pause Lifts Big Four Banks Westpac (ASX:WBC) jumped 3.48% to A$38.94 on Wednesday, wiping out Tuesday's results-day selloff in a single session. The move was not just about Westpac. The whole Big Four rallied, with Commonwealth Bank, ANZ and NAB all climbing between 2.77% and 3.12% on the same day.…

ByUjjwal MaheshwariMay 7, 20260Comments

AI Stocks

Infratil (ASX:IFT) Surges 12% After CDC Lands Australia’s Biggest-Ever 555MW Data Centre Deal

Infratil Jumps After 555MW CDC Data Centre Deal Infratil (ASX:IFT) surged more than 12% today to multi-year highs after its 49.7%-owned data centre business, CDC, signed the largest data centre contract in Australia's history, a 555-megawatt, 30-year deal with a US investment-grade customer. The scale is hard to overstate. This single contract equals around 40…

ByUjjwal MaheshwariMay 6, 20260Comments

Financials

Magellan Financial Group (ASX:MFG) Falls 6.87% After Handing A$5.3bn Flagship Funds to Vinva and Slashing Fees

Magellan Shares Fall After Fee Cut and Vinva Deal Magellan Financial Group (ASX:MFG) fell 6.87% to A$9.63 on Tuesday after announcing it will hand its two flagship global equities funds to Vinva Investment Management and slash management fees by more than a third. On paper, this looks like a sensible restructure. Clients pay lower fees,…

ByUjjwal MaheshwariMay 6, 20260Comments

Market news

RBA Hikes Cash Rate to 4.35% in Hawkish 8-1 Vote: What ASX Investors Need to Watch Next

The Reserve Bank of Australia raised the cash rate by 25 basis points to 4.35% on Tuesday, the third consecutive hike of 2026 and a level not seen since late 2023. The decision was widely expected, but the vote was not. Eight of the nine board members backed the hike, with only one voting to…

ByUjjwal MaheshwariMay 6, 20260Comments

Gold Stocks

Regis Resources (ASX:RRL) Falls 5.6% on A$10.7bn Vault Minerals Merger Despite Creating Australia’s Third-Largest Gold Producer

Regis Resources Falls 5.6% on A$10.7bn Vault Merger Regis Resources (ASX: RRL) fell 5.6% today after announcing an all-share merger with Vault Minerals (ASX: VAU). The combined business will be worth around A$10.7 billion, making it Australia's third-largest gold producer by market value. Under the deal, Vault shareholders will receive 0.6947 new Regis shares for…

ByUjjwal MaheshwariMay 5, 20260Comments

Tech Stocks

BrainChip (ASX:BRN) Climbs on ASICLAND Deal, Tech Roadmap Day Could Be the Real Catalyst

BrainChip Deal Puts Akida AI Back in Focus BrainChip Holdings (ASX:BRN) is back in focus this morning after the AI chip designer announced a new IP licensing agreement with South Korean semiconductor solutions provider ASICLAND. Shares closed up 3.23% at A$0.16 on Monday after touching an intraday high near A$0.17 before some profit-taking into the…

ByUjjwal MaheshwariMay 5, 20260Comments

Defence Stocks

Austal (ASX:ASB) Just Won Another A$136m Defence Deal, the Real Story Investors Are Missing

Austal's order book is now nearly 10 times its market cap. Here's what investors need to know Austal Limited (ASX:ASB) is in focus this morning after winning a fresh A$136 million contract to build two more Evolved Cape-class patrol boats for the Australian Border Force. On the surface, it is a routine defence deal. But…

ByUjjwal MaheshwariMay 5, 20260Comments

Bank Stocks

NAB (ASX:NAB) Profit Falls 18%, But the Real Story Is Hidden Beneath the Headline

NAB Profit Falls 18% in H1 2026, But Underlying Up 6.4% National Australia Bank (ASX:NAB) released its half-year 2026 results today, and the headline numbers looked rough. Statutory profit fell 18% to A$2.75 billion. The share price slipped 1.46% to A$39.25. And management announced plans to raise around A$1.8 billion in fresh capital. But the…

ByUjjwal MaheshwariMay 4, 20260Comments

Healthcare Stocks

GLP-1 Boom Hits ASX Healthcare: 3 ASX Healthcare Stocks Reshaped by Eli Lilly’s Blockbuster Quarter

ASX Healthcare Stocks Caught in the GLP-1 Storm After Eli Lilly's Blockbuster Quarter Eli Lilly (NYSE:LLY) just delivered a knockout first-quarter 2026 result on Thursday, with sales of its weight-loss drug Mounjaro more than doubling and shares jumping 6% on the day. For ASX investors who still think the GLP-1 weight-loss boom is only a…

ByUjjwal MaheshwariMay 4, 20260Comments

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Ujjwal Maheshwari

The ASX AI Infrastructure Boom Is Real: 5 Data Centre Stocks Riding the Wave

Westpac (ASX:WBC) Surges 3.5% to A$38.94 as RBA Pause Triggers Big Four Bank Rally

Infratil (ASX:IFT) Surges 12% After CDC Lands Australia’s Biggest-Ever 555MW Data Centre Deal

Magellan Financial Group (ASX:MFG) Falls 6.87% After Handing A$5.3bn Flagship Funds to Vinva and Slashing Fees

RBA Hikes Cash Rate to 4.35% in Hawkish 8-1 Vote: What ASX Investors Need to Watch Next

Regis Resources (ASX:RRL) Falls 5.6% on A$10.7bn Vault Minerals Merger Despite Creating Australia’s Third-Largest Gold Producer

BrainChip (ASX:BRN) Climbs on ASICLAND Deal, Tech Roadmap Day Could Be the Real Catalyst

Austal (ASX:ASB) Just Won Another A$136m Defence Deal, the Real Story Investors Are Missing

NAB (ASX:NAB) Profit Falls 18%, But the Real Story Is Hidden Beneath the Headline

GLP-1 Boom Hits ASX Healthcare: 3 ASX Healthcare Stocks Reshaped by Eli Lilly’s Blockbuster Quarter

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Ujjwal Maheshwari

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