Yesterday
- Opinion
- Sharemarket
These stocks are primed for ‘tectonic-sized’ tailwinds
The magnificent seven are not the only way to play artificial intelligence, there’s money to be made in storage, energy and software on the ASX too.
- Jun Bei Liu
This Month
Nvidia bulls are selling – here’s what one fundie is buying instead
The AI market darling is reporting earnings next week, following a jaw-dropping share price run in the last 18 months.
- Updated
- Joshua Peach
Dutton’s housing election; Nvidia bulls sell; Millennial set to retire
Read everything that’s happened in the news so far today.
Australian ETF winners had returns as high as 153pc
US megacap tech stocks and cryptocurrencies proved profitable investments in the last year, according to the latest top-performing ETF data – alongside some other surprise standouts.
- Joshua Peach
Bezos, Zuckerberg lead magnificent seven insider stock sales
Almost a dozen executives and directors at the firms recently boosted their share sales, earning more than $242 million since late 2023.
- Ben Stupples
Perpetual CEO to retire; Druckenmiller’s big wins; New iPads analysed
Read everything that’s happened in the news so far today.
April
- Opinion
- Chanticleer
12 stock picks for a tough investing environment
Low rates and endless stimulus may have left investors unprepared for the difficult environment that lies ahead. Here are 12 stock picks to consider.
- James Thomson
- Opinion
- Chanticleer
The market is halfway to a correction. Here’s why
After six down days in a row on Wall Street, the six-month equity market rally looks shaky. Next week could prove pivotal.
- James Thomson
TSMC outlook beats estimates as AI demand helps propel business
The better-than-projected outlook follows its first profit rise in a year, after strong AI demand revived growth at the world’s biggest contract chipmaker.
- Jane Lanhee Lee
Booming AI demand threatens global electricity supply
Tech chiefs warn that power-hungry data centres are a bottleneck in developing artificial intelligence. Some of them are looking at developing their own electricity supply.
- Camilla Hodgson
Regal’s Phil King shorts Tesla and Apple
The star stockpicker says there’s long and short opportunities in the Magnificent Seven, and his fund is playing both sides.
- Joshua Peach
TSMC gets $17b in grants, loans for US chip plants
The Taiwanese chipmaker will construct a third factory in Phoenix, Arizona, adding to two facilities in the state that are expected to begin production in 2025 and 2028.
- Mackenzie Hawkins and Jennifer Jacobs
Wall Street’s lofty profit expectations to test market rally
Investors will be questioning whether the US mega caps can continue to beat the punchy earnings forecasts set by analysts as US earnings season kicks off this week.
- Alex Gluyas
Chipmaker resumes production as Taiwan begins quake recovery
TSMC, the leading producer of advanced chips for Apple and Nvidia, has restarted operations, less than 24 hours after evacuating staff and halting work.
- Debby Wu and Chien-Hua Wan
Strong earthquake hits Taiwan, chip plants evacuated
The quake toppled buildings, sparked tsunami warnings and forced major chipmakers to move staff out of production centres. Four people were killed.
- Updated
- Betty Hou, Debby Wu and Chien-Hua Wan
- Analysis
- The Breakdown
‘AI honeymoon is over’, Canva co-founder declares
Just two years after the last technology bubble burst, investors shouldn’t mistake AI tools that look like magic for a business model that is.
- Nick Bonyhady
March
ASX richly priced, valuations elevated, warns Perpetual strategist
Perpetual says it does not expect the sharemarket to perform particularly well this year, but there are other fund managers who think it has more to run.
- Joanne Tran and Tom Richardson
Think you know this week’s news? Answer these 10 questions
Have you been paying attention this week? Test your knowledge across politics, business and world news.
- Ingrid Fuary-Wagner and Daniel Arbon
AI rally expands beyond Nvidia as investors bid up hardware
“The trick is recognising who’s really monetising” artificial intelligence, says Michael Sansoterra, CIO at Silvant Capital Management.
- Carmen Reinicke
How the world’s top fundies are navigating the AI boom
From the early backers of Nvidia to those that have recently jumped on the bandwagon, Wall Street is betting the AI rally has further to run.
- Alex Gluyas