Amidst many macro headwinds, the ASX200 achieved a positive total return in May, thanks to dividends, but couldn’t keep up with the positive AI-led momentum elsewhere
The Federal Court’s $26m penalty against Westpac Banking Corporation has turned what once looked like an operational and technology problem into a direct balance sheet issue
Rio Tinto shares appear poised for a breakout towards $200, Fairmont Equities’ Michael Gable reports, with strong buying support during recent consolidation reinforcing a positive technical outlook
Strong trading momentum, accelerating data centre investment and growing AI-related demand strengthen broker confidence in Dicker Data. Second-half supply and demand risks are also noted
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
The market wanted an upgrade and fresh leasing announcements. Goodman Group’s Q3 update didn’t deliver. Analysts remain positive on the group’s expanding data centre pipeline, pricing power and long-term exposure to AI-driven demand
Enterprise software is undergoing its most significant reset in a generation. Franklin Equity believes investors who treat software as a uniform asset class will make costly mistakes
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
SaaS company TechnologyOne posted a slight revenue miss in its first half, but brokers shrug this off, focussing on the company’s AI software
A strategic simplification of Infratil’s corporate structure is paving the way for stronger growth from CDC and Longroad Energy’s renewables platform amid rising AI demand
