Weekly Reports | May 29 2026
Our top ten news stories from 21 May 2026 to 28 May 2026.
Our top ten news from 21 May 2026 to 28 May 2026 (ranked according to popularity).
1 – Rudi’s View: Lessons I Learned
Thursday 28 May 2026
After my presentation and Q&A in Toowoomba, Queensland yesterday (having endured the teasing prior to the State of Origin later on the day) I sat down with a few of the local investors to talk investing and markets in a more informal setting
2 – FNArena Corporate Results Monitor – 22-05-2026
Friday 22 May 2026
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
3 – Uranium Week: Structural Bull Cycle Intact
Tuesday 26 May 2026
Analyst views are more bullish on U308 as structural supply shortages, growing nuclear demand and surging AI-driven electricity needs drive expectations for higher long-term U308 prices
4 – Brambles’ Cost Recovery Challenge
Monday 25 May 2026
While Brambles faces network disruption and repair constraints delaying margin recovery, some analysts believe these issues will prove temporary (repeated with amendments).
5 – Material Matters: Fertiliser, Nickel & Met Coal
Tuesday 26 May 2026
A glance through the latest expert views and predictions about commodities: Middle East impact on fertiliser; and sulphur for nickel production; Chinese mine disaster impact on met coal; and views on the rare earths market
6 – In Brief: Imricor, COG Financial & Alicantro
Friday 22 May 2026
Positive momentum is seen across Imricor, COG Financial and Alicanto, driven by expanding growth opportunities, supportive industry trends, and improving commercial and exploration outlooks
7 – Aristocrat’s Ongoing Double-Digit Growth Promise
Thursday 21 May 2026
Strong momentum in North American gaming operations, plus improving AI-driven productivity gains and resilient earnings growth, helped ease concerns around softer social casino trends, AI disruption and US casino demand for Aristocrat Leisure
8 – AI Report Card Through Lens Of Nvidia Earnings
Monday 25 May 2026
Investors should draw more confidence about the AI infrastructure boom from Nvidia’s latest quarterly update, Janus Henderson argues
9 – In Case You Missed It – BC Extra Upgrades & Downgrades – 22-05-26
Friday 22 May 2026
A summary of the highlights from Broker Call Extra updates throughout the week past
10 – Material Matters: EVs, Lithium & Aluminium
Wednesday 27 May 2026
A glance through the latest expert views and predictions about commodities. Expected growth in EV demand; impact on lithium prices; aluminium supply shock