OpenAI’s Reign Faces Its First Real Test
Many people have heard the headlines claiming that OpenAI is calling a code red, but most still do not understand why. When we dig into the data on market share across AI model usage, a clearer picture starts to form. What investors and users should keep in mind…
Market news
RBA rate hold: what it means for ASX investors
The Reserve Bank of Australia held the cash rate steady at 3.6 per cent at its final meeting of 2025, marking the third consecutive pause after three cuts earlier in the year. For mortgage holders hoping for more relief, the decision signals that the easing cycle…
NVDA Re-enters China Under New Rules
President Trump has announced that the US will allow Nvidia to export its H200 chips to approved customers in China, signalling a possible softening of export controls. The move comes with a catch. The US government will collect a 25% fee on every chip sold, and more advanced Blackwell…
From Binge to Battle
The Warner Bros Discovery (NSDQ:WBD) acquisition saga has escalated into a high-stakes bidding war, with Netflix (NSDQ:NFLX) securing an initial deal for key assets and Paramount Global (NSDQ:PARA) launching a hostile takeover bid for the entire company. It almost feels like a poker match, Paramount holding pocket aces and Netflix sitting…
On Monday December 22, the ASX quarterly rebalance will be effective. Stocks will be promoted into new indices, while others will be demoted. It is important to note from the outset the June and December rebalances only involve the ASX 50, ASX 100 and ASX 200 indices whilst the March and September rebalances also involve…
Bass Oil Lands Origin Energy Agreement
Bass Oil Limited (ASX:BAS) delivered a major re-rating today, with the share price surging 129% after announcing a Gas Sales Agreement (GSA) with Origin Energy, one of Australia’s largest gas and electricity wholesalers. The agreement covers the supply of gas from the Vanessa Gas Project, which Bass is in…
Just months ago, investors were betting on rate cuts to ease pressure on borrowers. That narrative has shifted dramatically. Inflation in Australia rose to 3.8% in October, above the RBA’s target of 2–3%. As a result, markets now see a 70% chance of at least one rate hike before the end of 2026. The RBA…
Premier’s Post-Myer Makeover Hits Shares
Premier Investments (ASX:PMV) fell 15% today after the company, which owns Peter Alexander and Smiggle, completed a major corporate transformation in FY25. Earlier this year, Premier sold its Apparel Brands division to Myer Holdings in January 2025 and returned more than A$1 billion in value to shareholders through a fully…
Should the ASX be threatened by Cboe Australia? And will a potential SGX takeover make a difference?
Many investors may not have heard of Cboe Australia, or even known what it does. That all may be about to change. Yes, there have been rumours that Singapore's Exchange (the SGX) could take it over. But whether that happens or not, an ASIC decision happened a couple of months ago that could have an…
Vulcan’s $1B Raise Comes at a 34% Discount
Vulcan (ASX: VUL) announced today that it has completed its institutional placement at an offer price of A$4 per share. This represents a steep 34% discount to the last traded price of A$6.31 and a 21 percent discount to the theoretical ex-rights price of A$5.06. The institutional…
