Daily FNArena News

While SpaceX is reshaping the long-term telecommunications landscape, analysts believe Aussie Broadband’s near-term earnings outlook and valuation remain attractive

Middle East conflict accelerating the global energy transition, although it’s not that easy; Macquarie’s fossil fuel financing questioned; US slavery tariff exposes Australian weakness; winners & losers in human capital management

Supplier surveys and consumer spending data have analysts divided over supermarket valuations and where the best value lays across the consumer sector

Tony Sycamore, Market Analyst, IG shares his technical views on the Nasdaq, ASX200, gold and crude oil

While one broker has turned more cautious on ResMed due to a one-off cost and risk of rising competition, analysts broadly welcome the MatrixCare sale as a strategic refocus backed by a sizeable shareholder return

Rio Tinto shares appear to be stabilising after their recent decline. Fairmont Equities’ Michael Gable sees potential for a near-term recovery

Mike Fox, Head of Equities at Royal London Asset Management, argues labeling AI a ‘bubble’ is not doing investors any favours. Better to keep an open mind

A glance through the latest expert views and predictions about commodities: copper and US tariffs; aluminium down but not out; zircon prices rising

Technology is no longer the world’s deflationary force, highlights GenInnov CEO Nilesh Jasani. That fundamental reversal is reshaping the world as we think we know it

Overviews in raw numbers and calculations that might assist investors with assessing trends and currents that might not be apparent from daily volatility and movements