Welcome to the weekly report for the February 2026 results season. The FNArena Reporting Season Monitor reports ratings, ...
From aerospace supply chains to AI bottlenecks, Nicky Sun outlines where structural growth meets valuation discipline.
With the dust literally still settling on a wild reporting season, I sat down with TMS Private Wealth's Ben Clark to get his ...
An extra dose of uncertainty has been woven into this reporting season, with a wide swathe of stocks, particularly Software ...
From aerospace supply chains to AI bottlenecks, Nicky Sun outlines where structural growth meets valuation discipline.
Passive may dominate inflows, but markets still rely on someone to set prices and back businesses. What was once about ...
While some warning signs are there, we're not even halfway this the tech-driven rally. The key is staying in the race.
The whips cracked, stocks lurched, and with the ink still drying on a historic reporting season, Buy Hold Sell has you ...
From aerospace supply chains to AI bottlenecks, Nicky Sun outlines where structural growth meets valuation discipline.
Lithium developers set to go – think PMT, Develop, Venari; Tungsten’s booming and Norm Seckold’s Minerals Exploration could be a winner.
Data centre revenue – key for the street as it proxies AI demand – is up an absurd 75% from a year ago. This result confirms ...
It’s no wonder that investment funds that focus on “great businesses” often own Auto Trader and businesses like it for the ...
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