Earnings & Results
NYC Dicey Overnight Session, ASX Set for a Softer Open
US earnings, oil prices and AI stocks shape expectations for the ASX open.
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Further Analysis & Commentary
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
DroneShield’s Rocky Week: Insider Selling and Contract Clarity Roil Shares Despite Strong Growth Outlook
DroneShield (ASX: DRO) has had a bruising week as a sharp share price decline, heavy insider selling, and confusion around…
IMDEX (ASX: IMD): Stock Analysis
Business Overview IMDEX Limited is a Perth-based mining technology company that provides drilling fluids, downhole instrumentation, and integrated software solutions…
Lynas Rare Earths (ASX: LYC): Equity Analysis
Lynas Rare Earths is the largest producer of rare earth elements outside China, with operations spanning the Mt Weld mine…
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Monthly Investor Memo
September 2025