Qualcomm, Nvidia and Micron shares fell as hotter US CPI data, rising bond yields and profit taking pressured semiconductor stocks.
International Stocks
Light & Wonder (ASX:LNW) grew Q1 revenue to US$790 million, but net income fell as legal, interest and amortisation costs rose.
Intel (NSDQ:INTC) jumped 24.5% after a clean Q1 beat, but Foundry losses remain the central test for the turnaround.
For investors who missed the run in Novo Nordisk shares, Eli Lilly (NYSE:LLY) appeared to be the next best thing. And perhaps those who bought into Eli Lilly would have less regrets with Novo Nordisk shares having shed over 70% since their all time high in June 2024. and Eli Lilly shares gone relatively well…
Celestica (NYSE:CLS) posted 53% revenue growth and a record 8% margin in Q1 2026, but the stock fell 14% as AI momentum cools. Here is what investors need to know.
The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…
American Express (NYSE:AXP) remains one of the most structurally differentiated businesses in global payments. Its premium cardholder base, closed‑loop network, and multi‑layered revenue model continue to give it an economic profile that Visa and Mastercard simply do not share. Berkshire Hathaway's long-standing conviction in the stock is well known, and the company’s recent performance suggests…
The imminent US Marijuana Rescheduling begs the question: Is it really different this time for ASX pot stocks? In one sense, perhaps it is, because it is undoubtedly the most significant policy signal in more than 50 years. But in the other, there's no promise it'll lead to anything, as recent history has shown.
What's Happening…
Apple (NASDAQ: AAPL) has confirmed that Tim Cook will step down as chief executive officer on September 1 2026, transitioning to executive chairman, with hardware engineering chief John Ternus taking the top job. The move follows a unanimously board‑approved succession process and closes one of the most consequential CEO tenures in corporate history.
Ternus is an…
Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…
