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Sharemarket

Today

Star Entertainment is set to release results on Friday.

ASX to fall, S&P 500 edges higher despite Nvidia drag

Australian shares are set to slip with results pending from Star, Endeavour and Harvey Norman. The dollar dropped, bitcoin steadied. Follow updates here.

Yesterday

Qantas is set to report results on Thursday morning.

ASX lifts, Qantas up 5pc, brings back dividend; Perpetual slumps

Shares higher; Coles, Qantas jump; Perpetual down 9pc; Ramsay brings in Goldman; Nvidia tops forecasts; Nissan-Honda deal collapses; bitcoin nears $US85,000.

Ellison fronted the media last week for the first time since October.

Three charts reveal how MinRes’ Ellison is feeling the market’s wrath

The former sharemarket darling is now the ASX’s most shorted stock amid mounting concerns about its ability to repay its debts.

Nvidia CEO Jensen Huang with the company’s Blackwell processing chip.

Nvidia boss touts ‘amazing’ demand, but still didn’t move markets

Strong earnings beat most analysts’ expectations, yet the chipmaker’s shares traded flat afterwards. However, Jensen Huang’s future tale is still compelling.

This Month

WiseTech shares pared an early gain on Wednesday amid news of Richard White’s board appointment.

Miners drag on ASX, Woolworths slips 4pc; Platinum tumbles

Shares close lower; Woolworths profit drops 20pc; White ‘here for the long haul’ at WiseTech; Light & Wonder profit jumps; bitcoin below $US90,000.

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Wall Street’s losing streak is suddenly looking worrying, but on the other side of the world something very different is happening.

The biggest pain trade isn’t the magnificent seven correction

While sentiment around the all-conquering US sharemarket appears to be shifting, gains in another big market have investors feeling uncomfortable.

The ASX has shrunk quickly, but it may not be structural.

The ASX really is shrinking but it’s not unprecedented, research finds

As part of its assessment of the growth of private markets, the corporate regulator asked academics for their definitive take on the stock exchange’s vitality.

The number of defence-themed investment funds doubled last year to a record 47, according to Bloomberg.

War stocks rocket as markets prepare for ‘defence supercycle’

ASX-listed defence ETFs have exploded more than 50 per cent higher over the past year, causing investors to scramble for exposure to the booming sector.

The ASX 200 is set to open lower.

ASX retreats, Domino’s slumps 11pc; CBA, NAB drop

Shares close lower; NRW’s Whyalla update; WiseTech upgraded; Domino’s sinks 7pc; Viva lowers full-year payout, shares drop 26pc; Woodside doubles profit.

Equity markets may be on the cusp of a correction, but it all hinges on Nvidia and its CEO Jensen Huang

Why alarm bells are ringing for the sharemarket

A study of technical indicators suggest equities in both the US and Australia may be on the cusp of a correction – a lot depends on Nvidia.

ASX investors start to look offshore as banks, miners disappoint

One of Australia’s largest investors says there are better opportunities in the UK and Europe than in Australia and the US, citing unjustifiable valuations.

There’s a lot of money riding on Nvidia founder Jensen Huang when the company reports earnings this week.

Traders are lining up hedges before pivotal Nvidia earnings

Investors brace for more volatility with the chipmaker’s results pegged as the first in a whirlwind of events that could send the market into conniptions.

Bell Potter is most bullish on residential developers due to their higher leverage to rate cuts.

These ASX laggards should benefit from RBA rate cuts

While lower borrowing costs have already been factored into some parts of the sharemarket, other areas are primed for a rally, says Bell Potter.

Analysts are calling an end to the bank rally.

ASX sell-off to intensify as bank stocks wilt under earnings pressure

Futures point to another steep drop for the sharemarket on Monday, extending the savage reversal last week fuelled by a sell-off in bank shares.

President Donald Trump has made higher tariffs on exports to the US his central economic policy.

S&P 500 drops as Trump 2.0 hits business, consumer optimism

US equities fell sharply, as did bond yields, as investors repositioned for slower growth. Report of a new health threat from China also hit sentiment.

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Local shares are set to open higher.

Banks push ASX to five-week low; Domain soars 40pc

Shares lower as CBA drops 2pc; ACCC mulls penalties for Telstra; Barrenjoey upgrades MinRes; $A lingers near US64¢; Domain, Nine leap on CoStar bid, REA slumps.

ASX futures are pointing to an opening drop.

ASX closes at one-month low, CBA down 2pc; Megaport rallies

Shares closer lower; new jobs hit 44,000, topping forecasts; Megaport soars 19pc; banks slump; Magellan down 10pc; Fortescue, Rio cut dividend.

Northcape’s Wendy Herringer.

Why the market has missed a trick for this weight loss drug

Northcape Capital’s Wendy Herringer isn’t deterred by the 40 per cent crash in Novo Nordisk and is all in on a waste disposal company.

The ASX 200.

ASX drops as bank sell-off rumbles on; MinRes slumps 20pc

Shares close lower; BSP profit leaps; wage growth slows; NAB down 6pc, MinRes posts $800m loss; Ebos gets new chief exec; Santos slashes dividend.

UBS Wealth’s Min Lan Tan believes the emergence of DeepSeek is positive for the global AI sector.

This $6.5 trillion investor is looking beyond Australian stocks

UBS, the world’s largest wealth manager, is instead betting on China and the blistering technology rally that it says has much further to run.

Original URL: https://www.afr.com/topic/sharemarket-61t