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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)

708 articles published

ASX sector outlook for FY27 showing energy, gold, AI, defence and rare earths stocks to watch

Market news

FY27 Outlook: 5 ASX Sectors to Watch as the New Financial Year Begins

FY27 Outlook: 5 ASX Sectors to Watch Australia's financial year ends on 30 June, and FY26 is closing against a dramatic backdrop: rising geopolitical tension, a roaring AI trade, and gold near record highs. Rather than getting lost in tax housekeeping, here's where we see the real opportunities and the risks heading into FY27. What are…

ByUjjwal MaheshwariJune 3, 20260Comments

Atlas Arteria (ASX:ALX) toll road as IFM takeover bid nears its June 11 deadline

Industrials

Atlas Arteria (ASX:ALX): Should You Accept or Reject IFM’s $4.75 Bid Before June 11?

Atlas Arteria Fights IFM Takeover Bid Atlas Arteria (ASX:ALX) shares edged up to A$5.06 on Tuesday, and that small move matters more than it looks. The toll-road operator is at the centre of a hostile takeover fight with its largest shareholder, IFM Investors. With the offer due to close on 11 June, securityholders are being…

ByUjjwal MaheshwariJune 2, 20260Comments

Micron (NASDAQ:MU) stock chart showing rally past US trillion market cap on AI memory demand

AI Stocks

Micron (NASDAQ: MU) Hits US$1 Trillion: Are AI Chip Stocks in a Bubble or Just Getting Started?

Micron Hits US$1 Trillion: AI Chip Bubble or Boom? Micron Technology (NASDAQ: MU) has done something almost no one imagined a year ago: it crossed US$1 trillion in market value for the first time in late May, and its shares have since pushed past US$1,000. The stock has more than tripled since the start of…

ByUjjwal MaheshwariJune 2, 20260Comments

Anthropic IPO news and its impact on ASX tech stocks like NextDC

AI Stocks

Anthropic Files for IPO Before OpenAI: What the AI Listing Race Means for ASX Tech Stocks

Anthropic Files for IPO Before OpenAI- What It Means for ASX Tech Stocks Anthropic, the company that makes the Claude AI chatbot, has confidentially filed to go public in the US, and it beat its bigger rival OpenAI to it. The move landed on 1 June and surprised markets, since both companies were expected to…

ByUjjwal MaheshwariJune 2, 20260Comments

ASX small caps that could rebound after EOFY tax-loss selling

Small Caps Stocks

Tax-Loss Selling: Which Beaten-Down ASX Small Caps Could Bounce Back in July?

Tax-Loss Selling: ASX Small Caps to Watch Every June, a quiet force pushes some ASX small caps lower, and it has little to do with how the businesses are actually performing. It is called tax-loss selling. As the financial year ends on 30 June, investors sell their losing positions to lock in losses that can…

ByUjjwal MaheshwariJune 2, 20260Comments

IPOs

SpaceX IPO: How Australian Investors Can Buy In to the Biggest Float in History

SpaceX IPO: How Australian Investors Can Buy SPCX SpaceX is about to go public, and it could be the biggest stock market float in history. Elon Musk's rocket and satellite company plans to list on the Nasdaq under the ticker SPCX, aiming to raise as much as US$75 billion at a target valuation of at…

ByUjjwal MaheshwariJune 1, 20260Comments

Theta Gold Mines ASX TGM share price rises after US$90m gold mine funding

Gold Stocks

Theta Gold Mines (ASX:TGM) Secures US$90m Bond to Fully Fund Its Gold Mine Build

Theta Gold Mines (ASX:TGM) Secures US$90m Funding Theta Gold Mines (ASX: TGM) shares surged 9.5% on Monday to close at A$0.23 after the company locked in the final piece of funding for its flagship gold project. Theta Gold Mines completed an oversubscribed US$90 million (about A$125 million) senior secured bond to fully fund construction of its…

ByUjjwal MaheshwariJune 1, 20260Comments

Nvidia, Broadcom and Micron AI chip stocks in focus during COMPUTEX 2026

AI Stocks

Nvidia, Broadcom and Micron Shares on the Move: What COMPUTEX 2026 Means for AI Chip Stocks

AI chip stocks are back in the spotlight this week, and for good reason. COMPUTEX 2026, one of the world's biggest technology shows, is underway in Taipei, with Nvidia (NASDAQ: NVDA) chief executive Jensen Huang delivering a headline keynote. Add Broadcom's (NASDAQ: AVGO) earnings due on 3 June and a surprise chip launch from Samsung (KRX:…

ByUjjwal MaheshwariJune 1, 20260Comments

Tech Stocks AI Stocks

DeepSeek V4 Is Now Up to 34x Cheaper Than GPT-5.5 and Claude, Here’s What It Means for Big Tech

DeepSeek V4 Undercuts GPT-5.5 & Claude by Up to 34x What happens to a trillion-dollar industry when its core product suddenly costs a fraction of what it did? That is the question facing big tech after DeepSeek's latest move. The Chinese lab's new V4 model matches much of what GPT-5.5 and Claude Opus 4.7 can…

ByUjjwal MaheshwariMay 28, 20260Comments

AI Stocks

Apple’s US$1bn Google AI Bet Just Got Real: 3 ASX Stocks Set to Cash In

Apple (NASDAQ: AAPL) is paying Google (NASDAQ: GOOGL) around US$1 billion a year to power the next version of Siri with a custom Gemini AI model. The deal was signed in January 2026, and it gets real for investors this year, with the rebuilt Siri due to be unveiled at Apple's developer conference in June…

ByUjjwal MaheshwariMay 28, 20260Comments

the Kick-ass Multipurpose WordPress Theme

Ujjwal Maheshwari

FY27 Outlook: 5 ASX Sectors to Watch as the New Financial Year Begins

Atlas Arteria (ASX:ALX): Should You Accept or Reject IFM’s $4.75 Bid Before June 11?

Micron (NASDAQ: MU) Hits US$1 Trillion: Are AI Chip Stocks in a Bubble or Just Getting Started?

Anthropic Files for IPO Before OpenAI: What the AI Listing Race Means for ASX Tech Stocks

Tax-Loss Selling: Which Beaten-Down ASX Small Caps Could Bounce Back in July?

SpaceX IPO: How Australian Investors Can Buy In to the Biggest Float in History

Theta Gold Mines (ASX:TGM) Secures US$90m Bond to Fully Fund Its Gold Mine Build

Nvidia, Broadcom and Micron Shares on the Move: What COMPUTEX 2026 Means for AI Chip Stocks

DeepSeek V4 Is Now Up to 34x Cheaper Than GPT-5.5 and Claude, Here’s What It Means for Big Tech

Apple’s US$1bn Google AI Bet Just Got Real: 3 ASX Stocks Set to Cash In

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Ujjwal Maheshwari

Stocks in Spotlight

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