Not a Takeover, A Partnership Style Deal With Challenger Pepper Money (ASX:PPM) surged 25% at the market open today after speculation circulated about a potential acquisition. Challenger Limited has now responded to the media reports, confirming it is in advanced but incomplete discussions regarding a possible deal involving Pepper Money. Based on what has been discussed so…

14% Sales Growth, 128B Spend, Now What? Amazon has fallen about 9%. While we are holders of the stock, when we look at risk to reward and current market sentiment, the setup feels less attractive than it did. With capex reaching $128 billion, the near term risks look higher than the potential reward, especially given…

The Tech and AI Valuation Reality Check When it comes to stock prices, they usually rise when fundamentals and earnings improve. The catch is that markets do not move purely on logic. They are heavily influenced by emotion driven buying and selling, and that can be a double edged sword. In names like Nvidia, Broadcom, Microsoft, and…