SpaceX (NSDQ:SPCX) prices its IPO at US$135 per share, with the orbital AI compute pitch quietly anchoring the valuation case.
International Stocks
For years post-pandemic (and arguably a couple of years before), “China exposure” has been treated as a four‑letter word by Australian investors.
The trade war, COVID lockdowns, property‑market weakness and rising geopolitical tensions all fed a narrative that Australia’s corporate links to China were broken. Investors rewarded companies for reducing exposure and punished those that didn’t.…
ASX stocks listed overseas are usually in one of four jurisdictions: Canada, New Zealand, the US or in the UK (specifically on the AIM). Often, they follow predictable routes: go to New York if you want capital (especially from Wall St), to Toronto or the AIM when they want investors just as educated with the…
The downfall of Atlassian is best summed up by the fact that it was replaced by Sandisk Corporation (NDQ:SNDK), a company once known for flash drives. But we thought rather than focusing on the negative side of the story (Atlassian's fall), it was time to take a look at the positive angle (Sandisk's rise). Little…
ASX International Expansion Stories don't always pan out, no matter how much potential is there. When investors first hear of a company's expansion plans, they'll rally behind the company because love the clean narrative arc: a proven domestic formula, a large offshore market, a management team brimming with confidence, and a valuation that bakes in…
Findi (ASX:FND) cut FY26 revenue guidance to A$83m-A$91.6m but April run-rate jumped 45% at BankIT after the A$25m capital raise.
Starbucks (NASDAQ: SBUX) has spent the better part of two years as one of the more uncomfortable holdings in any consumer discretionary portfolio. A protracted earnings decline, a revolving door at the CEO level, and deteriorating comparable store sales in both its core North American market and the critical China segment combined to produce a…
Should I buy Tesla shares from Australia?
The world's largest and most famous electric vehicle maker may seem like a no-brainer for investors wanting a safe growth stock. After all, electric vehicle demand is only going to keep growing and there's a very long way to go. They are still a single digit percentage of used…
Xero investors have been pondering their company's FY26 result this morning, a result at an interesting moment for the company. For much of the past year, Xero has been forced to counter a persistent narrative that generative AI will make accounting platforms (including itself) obsolete. Xero has not been in denial about AI, but has…
Argo Global Listed Infrastructure (ASX:ALI) reported April 2026 NTA of A$2.69 as a stronger AUD dragged on the unhedged global portfolio.
