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Earnings season

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Nvidia hits 11 out of ten in its latest earnings report.

What AI bubble? Nvidia hits it out of the park

In one stroke, its chief executive Jensen Huang just delivered an earnings masterclass, gagged the legion of AI detractors and put some life back into global equity markets.

  • Elizabeth Knight

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Chief executive Jensen Huang’s Nvidia became the first company to reach a $US5 trillion valuation in October 2025.

The moment you will be able to hear a pin drop in global markets

The world is set to watch the most consequential announcement in sharemarkets this year. Not even the Federal Reserve’s rate decision in December will match it.

  • Elizabeth Knight
Commonwealth Bank chief executive Matt Comyn.

Billions wiped off CBA as margins feel the squeeze

Commonwealth Bank chief executive Matt Comyn says there’s been an increase in competition for wealthier customers with bigger loans.

  • Clancy Yeates
ANZ chief executive Nuno Matos says ANZ’s retail and business banking units are underperforming.

ANZ boss vows to reignite mortgage growth as market share slides

ANZ’s boss says its growth in mortgages was being held back by staff shortages and a past decision not to participate a government scheme for first home buyers.

  • Clancy Yeates
Macquarie Group profit announcement.

Macquarie to sustain mortgage offensive; Shares plunge on profit miss

The group has signalled it will continue to attack the big four banks’ home loan heartland, but its overall results disappointed the market.

  • Clancy Yeates
NAB bank chief executive Andrew Irvine.

Government needs to get its skates on to lower power costs: NAB boss

The boss of the country’s biggest business bank has urged governments to greenlight gas and renewable projects more quickly to help address energy costs.

  • Clancy Yeates
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Westpac is undergoing a major restructure.

Westpac boss says no rate cuts until May

While some predict a long period of stability for Australian interest rates, banking giant Westpac believe cuts in the cash rate are still warranted.

  • Clancy Yeates
The big four’s combined profits are expected to be about $30 billion this year.

Banking giants to pocket $30b in profit as lending ramps up

CBA’s share price surge was the big story for bank investors earlier this year, but in the last six months the other three majors have outperformed their larger rival.

  • Clancy Yeates
Myer executive chair Olivia Wirth.

‘We’ve only just reset’: Myer’s appeal to youth flounders as profits sink

Customers and investors alike have punished Myer for its year of middling sales, higher costs and competition, and an ongoing robot warehouse bungle.

  • Jessica Yun
Seats on a Virgin plane.

‘Seat densification’: Virgin’s discipline pays off as full-year earnings climb

The airline plans to put more seats on some of its planes as part of a wider push to increase efficiency and boost revenue.

  • Chris Zappone

Original URL: https://www.theage.com.au/topic/earnings-season-1mlu