The US Govt is going Nuclear for AI
In a seismic shift for the energy sector, last night’s announcements from the U.S. Department of Energy (DOE) and international diplomacy have ignited a firestorm of optimism around nuclear power
In a seismic shift for the energy sector, last night’s announcements from the U.S. Department of Energy (DOE) and international diplomacy have ignited a firestorm of optimism around nuclear power
Valuation metrics are flashing RED as seasonal weakness looms
AI isn’t just the MAG7 companies; AI will reshape global infrastructure, resources, and the digital economy
The Megacaps and tech stocks stalled this week as investors questioned AI valuations, is this the start of a broader pullback?
Trump installs an “Inside Man” at Bureau of Labor Statistics
In a week with around 30% of the ASX200 reporting, we take a look at some of the best performers of the year so far and give you the context of where they are, where they are valued and what to focus on
Telix’s stock has been pummeled after announcing an SEC inquiry— a routine regulatory request, followed by a routine opportunistic law firm “investigation” are simply the cost of success in a high-profile sector, not a red flag
When biotech headlines scream “SEC subpoena,” panic can quickly outweigh perspective. But beneath the sell-off frenzy surrounding Telix Pharmaceuticals’ recent regulatory disclosure lies a compelling opportunity masked by fear.
Telix’s stock has been pummeled after announcing an SEC inquiry— a routine regulatory request, followed by a routine opportunistic law firm “investigation” are simply the cost of success in a high-profile sector, not a red flag
Revenue is vanity. Profit can be misleading. Free cash flow doesn’t lie.
While the headlines often focus on tech giants or banks at record highs, Australia’s engineering services companies have been quietly delivering impressive results in the background.
Revenue is vanity. Profit can be misleading. Free cash flow doesn’t lie.
The road ahead for the Trump administration is packed with even bigger, more consequential choices