Yesterday
- Opinion
- Chanticleer
What Guzman y Gomez can learn from the Domino’s disaster
Domino’s’ latest downgrade tells a story about long-term growth plans that investors in Guzman y Gomez should take note of.
- James Thomson
This Month
- Opinion
- Chanticleer
Why these 14 ASX stocks could be set to disappoint
The sharemarket might be flirting with all-time highs, but there’s a growing sense investors are far too optimistic about earnings growth next financial year. Here’s why.
- James Thomson
- Opinion
- Wall Street
Earnings season will reveal the real inflation picture
Prices are still going up but many companies are realising the limits of their powers, and central banks should be paying attention.
- Vesna Poljak
Shares to rally as profits grow at fastest clip in three years
Analysts have set the bar high for the second-quarter reporting season on Wall Street, with US companies tipped to post the fastest quarterly earnings growth since 2021.
- Alex Gluyas
- Opinion
- Chanticleer
Simpler, predictable earnings this year’s equity market story
Fewer shocks and more bankable businesses, that’s what is in fashion with investors this year. The list of companies trying to dish it up is growing.
- Anthony Macdonald
June
Profits finally run over by the interest rates truck
Somehow, corporate profits and margins beat expectations at the February reporting season. A spate of downgrades this week shows cost pressures and softening demand is finally biting.
- Anthony Macdonald
How to feed super funds Australian shares while they’re hungry
It’s good to see someone think about the huge and growing pile of Australian superannuation money, and the need to give funds more ways to invest in public Australian equities.
- Anthony Macdonald
ChatGPT can make human-like judgments, pick good stocks, researchers say
Earnings season looms – and expect to see more fund managers and brokers using AI to analyse information. ChatGPT could be a game-changer, according to some academics researching how it can analyse results.
- Anthony Macdonald
- Opinion
- Chanticleer
Digital world wants, real world needs: Chook’s next 50 years
The battle for physical world assets shifts to those things that will underpin the digital world in the next 50 years. It will be a bigger battle, and Chanticleer will be there to cover it.
- Anthony Macdonald
Dogs of the ASX in for a hard time
In case a softening economy, Nvidia rally and consumer pain didn’t make it hard enough to make money, attention has turned to tax loss selling. There are plenty of candidates this year.
- Anthony Macdonald
May
- Opinion
- Chanticleer
The indicator that has Macquarie fearing a ‘downgrade cluster’
Confession season has been quiet this year, but that doesn’t mean investors shouldn’t be looking over their shoulders.
- Anthony Macdonald
Xero shares surge after profits beat expectations
Accounting software player Xero beat profit expectations following chief executive Sukhinder Singh Cassidy’s year of “foundational change”.
- Tess Bennett
- Opinion
- Chanticleer
The ASX tech giant surging without jumping on gen AI bandwagon
ASX companies are scrambling to show they too have a generative artificial intelligence halo. But one of our hottest tech stocks is being far more measured.
- James Thomson
- Analysis
- AI
Nvidia’s share price is about to plummet, but it’s all part of the plan
Nvidia boss Jensen Huang knows this is his moment, and he’s capitalising on surging demand for his AI chips and his white-hot shares.
- Updated
- Paul Smith and James Thomson
Nvidia forecast shatters estimates as AI boom stays strong
The chipmaker at the centre of the artificial intelligence boom also says it will lift its quarterly dividend by 150pc and will split its stock 10-for-1.
- Ian King
- Opinion
- Chanticleer
‘How to get fit’: 400 AI projects under way as consultants start having fun
Cost avoidance has turned into cost transformation, as CEOs reshape business models to be ready to capitalise when growth returns.
- Anthony Macdonald
ALS CEO gave up $6m bonus after backlash
The former chief executive relinquished up to $6 million in potential bonuses following a shareholder backlash against pay at the Brisbane-based testing giant.
- Liam Walsh
- Opinion
- Chanticleer
How gridiron and cartoon elves sent this ASX giant surging
The 12 per cent surge in Aristocrat Leisure’s share price reflects a solid profit beat. But there’s a secret sauce behind its long track record of growth.
- James Thomson
- Analysis
- Analysis
Can the banks fight their way out of the commodity trap?
It’s hard to see how the banks can meaningfully increase profit margins unless the trend towards mortgage brokers reverses.
- Lucas Baird
- Updated
- Software
Life360 reheats plans to target US investors with Nasdaq listing
The ASX-listed, San Francisco-based family-tracking app does not expect to raise more than $US100 million. It had considered a similar move in 2021.
- Updated
- Tess Bennett
