Tariff and economic concerns thwarted an intraday comeback led by Nvidia, as broad based selling emerged as investors start to question the chance of the 2 year bull market continuing
As we celebrate International Women’s Day 2025, it’s crucial to recognize the remarkable achievements of female leaders in corporate Australia while also acknowledging the persistent gender gap in executive roles. So is the price action giving us signs that the AI rally is finally running out of steam? We think so
Stocks were savaged overnight, as President Donald confirmed that tariffs on Mexico and Canada will begin on Tuesday, stoking further jitters about the economy just as data continue to surprise to the downside.
Stocks closed sharply higher Friday following a brief stumble after an explosive meeting between President Donald Trump Ukraine President Volodymyr Zelensky stoked worries about geopolitical risks. Over the weekend, Trump signed an order to add 5 crypto currencies into the US reserves
“Bulls vs Bears,” provides a comprehensive overview of current market trends, economic developments.
The “Magnificent 7” tech giants have recently reported their earnings for the latest quarter, with 6 out of the Magnificent 7 beating analysts expectations, showcasing strong performance across the board. However, NOT ONE of them was up on the day and only Apple was up for the month…. Barely.
So is the price action giving us signs that the AI rally is finally running out of steam? We think so
Stocks were hit heavily overnight as profit taking swept through the MAG7 as investors grow weary of high valuations and constant uncertainty around Trump policies
both Worley and Telix have delivered outstanding earnings and we have raised the buy zones accordingly
Q4 FY2025 Earnings Update
NVIDIA has delivered another stellar quarter, solidifying its position as the leader in AI and high-performance computing. The company reported record-breaking Q4 FY2025 results, significantly surpassing market expectations and demonstrating the continued strong demand for its AI-focused products.
US indices gave up early gains as fresh tariff concerns soured investor sentiment just ahead of quarterly earnings from artificial intelligence-darling Nvidia.
Balanced Portfolio – Sell Silver (Take 18% Profit)
The broader market continues to exhibit signs of weakness, with ongoing sell-offs contributing to heightened uncertainty. In response, we have increased our cash holdings to maintain flexibility. This strategic cash reserve will enable us to respond promptly to emerging opportunities and reallocate to our core holdings once market conditions stabilize.