ASX Stocks Riding the AI Infrastructure Boom
NVIDIA (NASDAQ: NVDA) is the company that makes the powerful computer chips behind almost every AI tool in the world. This week, it…
Bond Yields Are the Real Threat to the AI Boom
For two years, artificial intelligence has been the engine of global markets. Chipmakers, data-centre operators and anything with an "AI"…
NVIDIA (NASDAQ: NVDA) reports its latest quarterly numbers after the US market closes on Wednesday, 20 May, which is Thursday morning here in Australia. The world's most-watched chip company sells…
ASX Stocks Most Exposed Before June 30
Every June, billions of dollars get sold on the ASX for tax reasons rather than business reasons. With the Australian financial year ending…
Aussie Dollar Hits Highs: ASX Stocks in Focus
The Australian dollar has jumped to a 4-year high, climbing to US72.49 cents, its strongest level since June 2022. A weaker US…
The Reserve Bank of Australia raised the cash rate by 25 basis points to 4.35% on Tuesday, the third consecutive hike of 2026 and a level not seen since late…
ASX energy and gold stocks could gain if CPI stays hot
This Wednesday, the Australian Bureau of Statistics releases the March monthly CPI, and we believe it could be the…
Iran Re-Closes Hormuz: ASX Stocks to Buy and Avoid
Oil markets delivered one of the wildest 48 hours in years. On Friday, WTI crude tumbled nearly 12 per cent to…
What Stagflation Means for Your ASX Holdings
Most economic problems have a straightforward solution. Growth slows too fast? The RBA cuts rates. Inflation runs too hot? The RBA hikes. Stagflation…
ASX stocks in focus as blockade begins
The US naval blockade of Iranian ports went live on Monday after peace talks in Islamabad collapsed over the weekend. Brent crude jumped…