Q4 FY2025 Earnings Update
NVIDIA has delivered another stellar quarter, solidifying its position as the leader in AI and high-performance computing. The company reported record-breaking Q4 FY2025 results, significantly surpassing market expectations and demonstrating the continued strong demand for its AI-focused products.
US indices gave up early gains as fresh tariff concerns soured investor sentiment just ahead of quarterly earnings from artificial intelligence-darling Nvidia.
Balanced Portfolio – Sell Silver (Take 18% Profit)
The broader market continues to exhibit signs of weakness, with ongoing sell-offs contributing to heightened uncertainty. In response, we have increased our cash holdings to maintain flexibility. This strategic cash reserve will enable us to respond promptly to emerging opportunities and reallocate to our core holdings once market conditions stabilize.
Overall, WiseTech Global’s 1H25 results largely met or exceeded broker expectations, particularly in terms of profitability and margin expansion. However, the revenue outlook and product delays confirm some of the concerns raised by analysts. The lack of commentary on recent governance issues may leave some questions unanswered for investors.
Stocks and Treasury yields tumbled on signs of softening U.S. growth and uncertainty over Trump administration policies.
Wisetech investors find themselves in a situation they have rarely encountered before, are they comfortable with the boardroom becoming the Throne room?
Johns Lyng Group (JLG) reported its financial performance for the first half of the 2025 financial year (1H25), highlighting strong growth in its core business-as-usual (BaU) revenue but facing headwinds in catastrophic (CAT) revenue, leading to an overall decline in total revenue and profitability.
Stocks continued to fall overnight driven by an Nvidia-led decline in fall in tech ahead of earnings from chipmaking giant.
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APA Group reported an increase in underlying EBITDA of 9.1% to $1,015 million compared to 1H24. This improvement was driven by strong new asset performance, notably from the Pilbara Energy System, alongside inflation-linked tariff escalations and disciplined cost control.
