This Month
- Opinion
- Sharemarket
What to do if you have big wins in your share portfolio
It’s easier to manage concentration risk if you hold direct shares, but not so simple if you’re an ETF investor.
- Tim Mackay
Shares to rally as profits grow at fastest clip in three years
Analysts have set the bar high for the second-quarter reporting season on Wall Street, with US companies tipped to post the fastest quarterly earnings growth since 2021.
- Alex Gluyas
- Opinion
- Investing
UniSuper’s John Pearce has a warning for this financial year
Super funds and portfolio managers have ruled off on a year that was powered by super stocks. As another begins, they’re looking for the obvious trades.
- Jonathan Shapiro
June
- Opinion
- Sharemarket
Nvidia’s murky AI future isn’t reflected in its price
Despite a recent sell-off, Nvidia’s shares have still surged some 4000 per cent over the past five years. It’s clearly a great business, but is it a great investment?
- Nir Kaissar
Julian Assange released | Career tips from award winners | KFC economic crunch
Read everything that’s happened in the news so far today.
Nvidia share slide erases $646b in market value
Shares in the semiconductor maker have tumbled more than 10 per cent, putting it back below the $US3 trillion market-cap threshold.
- Updated
- Ryan Vlastelica
- Opinion
- AI
It’s bubbles like AI that make the tech world go around
From telegraph fever to the first internet bust, irrational over-investment creates profitable technology businesses that wouldn’t have been possible otherwise.
- Rohan Silva
Why hedge fund Geometrica only wants to make ‘easy money’
Fund managers James Bradley and Gary Hui go to painstaking lengths before they buy a stock like Nvidia or bet against one like The a2 Milk Company.
- Joanne Tran
Israeli business leaders push for elections
A forum of Israel’s top 200 business leaders is calling for early elections “to save Israel from a deep economic crisis”.
- Marissa Newman and Galit Altstein
Nuclear sites revealed; Trump, Biden switch; Nvidia’s scary rise
Read everything that’s happened in the news so far today.
- Updated
- Opinion
- Chanticleer
Why Nvidia’s rise is stunning – and scary
It’s no surprise Nvidia has become the world’s most valuable company, but it’s 43 per cent surge in just a month suggests emotion is driving the stock – and the broader market.
- James Thomson
- Opinion
- Monetary policy
Central bankers doing their best to silence rate cut hopes
Investors are responding to high rates with a novel investment strategy – keeping the bulk of their money in cash and using the rest to punt on AI stocks.
- Karen Maley
Nvidia eclipses Microsoft as world’s most valuable company
Shares of the chipmaker climbed 3.5 per cent, lifting its market capitalisation above Microsoft, just days after it overtook Apple.
- Shristi Achar A and Noel Randewich
- Opinion
- Sharemarket
Aussie tech stocks that could supercharge a portfolio
These seven companies have collectively returned an astonishing 1151 per cent since 2016.
- James Weir
- Opinion
- AI
Better late than now: how Apple’s AI could have stayed in longer
It tells you something when even Apple, the company that rose to greatness on the back of lateness, has to come out with a product that isn’t quite ready.
- John Davidson
How this Aussie bitcoin miner is cashing in on the Nvidia AI boom
Analysts say Australian-born, US-listed bitcoin miner Iren is sitting on valuable land and energy assets.
- Tess Bennett
Nine stocks to buy and hold forever
Forget crypto because nothing beats buying and holding a terrific business for the long term to create generational wealth, say fund managers.
- Tom Richardson
US clears way for antitrust inquiries on Nvidia, Microsoft and OpenAI
The Justice Department will take the lead in investigating whether the behaviour of Nvidia, the biggest maker of AI chips, has violated antitrust laws.
- David McCabe
- Opinion
- Bonds
Investors cheer as interest rate pain finally appears to be easing
Investors now expect the Federal Reserve will cut rates in September, amid growing signs economic activity is faltering. And that’s pushing markets higher.
- Karen Maley
- Opinion
- Chanticleer
Forget Wall Street’s deceiving new record, recession debate is back
The unstoppable Nvidia might be propelling Wall Street to new highs, but there’s a growing debate about whether US recession fears will revive the infamous “Fed put”.
- James Thomson