The bottom line: We retain our $32 fair value estimate for wide-moat ANZ, with shares trading close to fair value. Unlike ...

With the economy weakening but inflation sticky, markets see a small chance that the Fed will opt for a jumbo rate cut.

Siteminder’s newly released product for hotel owners and travel agents could widen its moat and see revenue accelerate further.

You will do yourself a favour by honestly reflecting on these questions. If anything, it is an exercise that will strengthen your resolve in purchasing a home or a property. Making a researched and ...

Heightened risk factors like a rapidly cooling labor market mean the economy is more vulnerable to a negative shock. Tariffs ...

Acquisition unlikely to improve prospects in the US and detracts from other opportunities. Xero ( ASX: XRO) is acquiring ...

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There is a low bar for declaring something ‘unprecedented’. Civilisation has been around for a long time. Most things aren’t ...

The $10 billion is wholly incremental to our prior forecast for 60% AI chip growth in fiscal 2026. Management indicated that ...

This week, Portfolio Manager Joel Grosvenor unpacks rising US unemployment and its impact on rate expectations, ahead of next ...

This week’s Chart of the week comes from the equity research team who conducted a sector review for US Technology. Tech now ...

The bottom line: We are raising our fair value estimate for wide-moat Oracle to $330, from $205, after incorporating a ...