The Strait of Hormuz is a critical maritime transit route, accounting for around 20% of global oil supplies. That includes around a third of the world’s total seaborne crude exports, destined ...
Meanwhile, value-leaning areas of the market, including industrials and energy stocks, are moving out of undervalued territory.
Helfert: What’s changed is the market’s growing concern that the key AI risk isn’t near-term earnings destruction, it’s acceleration of the fade rate—the speed at which a company’s excess profits ...
Tax is one of the most consequential factors in the outcome you achieve. It’s a structural drag that compounds over time ...
However, the result was more mixed than the steep stock price decline might suggest. Positive aspects include a strengthening balance sheet, rising franchisee profitability to three-year highs, and ...
Australian hydrocarbon producer Woodside ( ASX.WDS) reported an 8% decline in underlying 2025 net profit after tax to USD ...
Trade is the big disappointment, with segment EBITDA down 33%. The once resilient Burson business is core to our valuation ...
WiseTech shares jumped 11% on the day earnings came out. The logistics software company saw EBITDA rise 32%, driven by a 76% ...
The artificial intelligence trade is evolving, and investors are getting nervous, ridding themselves of stocks that once ...
The deployment of AI agents in its product suite is accelerating. WiseTech expects agents to cut labor costs for clients by ...
AUB Group’s ( ASX: AUB) first-half fiscal 2026 underlying NPAT increased 14% to $90 million. On 7% revenue growth, margins ...
SiteMinder ( ASX:SDR) first-half 2026 annual recurring revenue, or ARR, increased 27% in constant currency, driven by a 14% ...
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