Xero and Anthropic have just unveiled a strategic partnership. The press release this morning did what all press releases of this kind would do: frame it as a win win for both sides...but of course few deals truly turn out like that. In the short-term, Xero will be the winner because investors worried it'll go…
Blue Chip Stocks
The global boom in artificial intelligence and cloud computing has turbocharged demand for data centres, but also turbocharged a data centre backlash. In Australia (and elsewhere), demand for data centres is colliding hard with electricity and water (two of the most important but finite resources on the planet) and the friction is producing a backlash.…
Consumer-focused ASX Stocks that are discretionary are more than ever in an environment where elevated interest rates, inflation and mortgage repayments are reshaping household spending patterns.
The underlying economic logic is straightforward: when real incomes are squeezed, consumers prioritise essentials such as food, utilities and healthcare, while postponing or trading down on non-essential purchases. Data across…
Another day, another piece of good news from 4DX Medical (ASX:4DX), today news the Mayo Clinic would be employing the company's technology. Mayo is not the first place where CT:VQ has been deployed, but is easily the highest profile. And investors agree.
What are the Best ASX Stocks to invest in right now?
Check our buy/sell…
If you want a lesson in how a New Zealand company can quietly and consistently build shareholder wealth, look no further than Turners Automotive (ASX:TRA).
On Tuesday March 24, the group held its 2026 Investor Day in Auckland and what was on show was not just a company that has executed well. It was a company…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
Investors looking for somewhere, anywhere, to hide during the Iran war may think Ampol shares are a safe haven. After all, it's a petrol provider for crying out loud, isn't it making hay while the sun doesn't shine for everyone else?! Investors think so given it is up nearly 20% in less than a month.
It…
The last time we wrote about Iress (ASX:IRE), it was in the aftermath of its 2025 results. The company had been struggling for a while but there had been optimism that better times are ahead. A year on, and the share price is 14% lower, albeit with a decline mostly as a result of the…
Austal (ASX:ASB) is a good option for investors wanting a stock that'll be a beneficiary of Trump's 'Made in America' ambitions, because Austal makes things in America. Plus, it makes ships in and for Australia too. This author last wrote about the company this time last year when the threat of tariffs were wreaking havoc…
Amcor (ASX:AMC) is celebrating its 100th anniversary later this year, but it would seem there's little else to celebrate right now. Perhaps the dividend yield, but of course the high yield is more because of the lower share price than because of the higher dividend.
It is true that few names on the ASX carry the…
