ASX bank stocks: what to watch next
The RBA cut rates three times in 2025, bringing the cash rate down to 3.6%. But the December board minutes surprised investors: policymakers are now discussing rate hikes for 2026. Inflation sits at 3.8%, with core inflation at 3.3%, both above the RBA's 2-3% target. CBA and NAB…
Cobram Estate expands in the US after the California Olive Ranch deal
Cobram Estate (ASX: CBO) surged over 21% on Monday, hitting an all-time high of A$3.96 before closing at A$3.95. While the US$173.5 million acquisition of California Olive Ranch was announced on Christmas Eve, Monday's move reflects the market's first full trading session to…
Aeris clears Constellation approval, but is the upside already priced in?
Aeris Resources (ASX: AIS) surged 10% to 60 cents after receiving Development Consent from the NSW Department of Planning for its Constellation copper-gold project. For investors tracking Australian copper stocks, this approval removes the final major regulatory barrier for what will become Tritton's next…
Artificial intelligence is no longer a distant idea; it is embedded in search, cloud computing, chips, automation and finance. Analysts estimate that AI could add trillions of dollars to global GDP by 2030, making it one of the most powerful structural growth themes for investors.
Over the last few years, dedicated indexes tracking artificial intelligence stocks…
EVT: QT Auckland Deal, Bigger Growth Plan
EVT (ASX: EVT) shares slipped 2% last week despite announcing the acquisition of QT Auckland for NZ$87.5 million (~A$76 million). The 150-room premium lifestyle hotel in Auckland's Viaduct precinct has won multiple industry awards since opening in 2020. For investors watching Australia's tourism recovery, the question is whether…
Monash IVF: Is This a Buying Opportunity?
Monash IVF (ASX: MVF) shares crashed 15% to 69.5 cents last week after Soul Patts and Genesis Capital abruptly withdrew their A$312 million takeover bid. The consortium gave no explanation for walking away from the 80-cent offer that Monash's board had rejected as "opportunistic" just four weeks ago.…
Simberi Expansion: The Real Catalyst Ahead
St Barbara (ASX: SBM) rose 3.4% to 60 cents last week after confirming that Lingbao Gold has deposited A$32 million into escrow. This deposit is part of the A$370 million deal announced two weeks ago, where the Chinese gold producer will buy 50% of St Barbara Mining. For investors…
Copper Record Highs: Could BHP Be the Next Breakout?
BHP Group (ASX: BHP) is trading near 52-week highs above A$45.60 as copper hit a historic peak of US$12,159 per tonne last week, marking an unprecedented milestone. The metal has surged roughly 36% in 2025, its strongest annual rally since the 2009 post-GFC recovery. For…
The ASX 200 has delivered significant volatility recently, and market participants observing the screens in 2025 understand the turbulence firsthand. Such fluctuations often compel traders to seek safety, yet volatility also creates distinct opportunities for the astute. While banking heavyweights and iron ore miners typically dominate the headlines, the consumer discretionary sector serves as the…
Capricorn Metals: Dilution or opportunity?
Capricorn Metals (ASX: CMM) closed down 1.76% at A$14.52 yesterday despite announcing a deal that grows its Western Australian gold footprint. The company signed a binding agreement with Tempest Minerals to buy the Yalgoo Project for A$4.5 million, with most of the payment coming through new shares. For investors, this…
