Why Hyperscaling AI is the Next Big Investment Wave
AI isn’t just the MAG7 companies; AI will reshape global infrastructure, resources, and the digital economy
August 2025
MPC Morning Call 26th August – Nvidia carries index as broader markets drift lower
The broader market was weaker overnight, saved only by strength in Nvidia as investors remain positive on the chipmakers earnings this Wednesday
Closing Bell 22nd August: ASX falls despite Miners Rising; Ansell and Aussie Broadband Surge
The Australian sharemarket edged higher on Monday as strength in mining offset weakness in financials, with investors digesting a wave of earnings results. The S&P/ASX 200 rose 3.9 points to 8971.30 at 3.05pm AEST, after briefly hitting a record intraday high of 9054.50. Sentiment was supported by US Federal Reserve Chair Jerome Powell’s signal that rate cuts could begin as early as next month.
MPC Morning Call 25th August – Equities run higher as Fed Chair Dovish on rates
Stocks headed higher as revived hopes for a September rate cut pushed Treasury yields lower and tech stocks higher after Federal Reserve Chair Jerome Powell signalled the Fed was open to cutting interest rates as soon as next month.
ASX Earnings Calendar – 25th to 29th August 2025
Anticipating next week’s company earnings and economic figures.
WES FMG WOW COL WTC NVDA
Stay informed on the latest financial updates and trends with MPC Markets
Weekend Edition EP82: Tech Stalls as Seasonal Weakness Beckons
In this episode, Mark and Jonathan discuss the current state of the markets, focusing on US stocks, inflation, and the upcoming Aussie earnings season.
Global Alpha Calendar 25th to 29th August 2025
Anticipating next week’s company earnings and economic figures.
Stay informed on the latest financial updates and trends with MPC Markets
Closing Bell 22nd August: ASX Retreats from Record High as Profit-Taking Hits Key Sectors
The Australian sharemarket eased on Friday after touching record highs earlier in the week, with investors locking in profits following strong earnings-driven gains.
At 1:55pm AEST, the S&P/ASX 200 Index was down 27.9 points, or 0.3 per cent, to 8991.2. Losses across consumer staples, real estate and retail outweighed strength in resources and technology.
Global Alpha BUY – Marvell (MRVL)
Marvell is a classic “growth with volatility” story—loaded with AI upside but requiring tactical discipline. The thesis works if execution matches analyst optimism and AI/custom silicon demand keeps surging. But the risk of a sharp drawdown isn’t hypothetical, so trade management (tight stop-loss, staged trims) is key. Earnings date approaching.
MPC Morning Call 22nd August – Stocks extend losing streak as economic concerns grow
Stocks extended their losing streak to five days overnight, pressured by a fall in retail and tech stocks and concerns about the economy, a day ahead of remarks from Federal Reserve chairman Jerome Powell.
Closing Bell 21st August: ASX Breaks 9000 as Earnings Beats Drive Rally
The Australian sharemarket surged to fresh highs on Thursday, with the S&P/ASX 200 Index breaching 9000 points intraday before settling at 8992.80, up 0.8 per cent. Gains were broad-based, with 10 of 11 sectors advancing, led by industrials and financials.
