Rule of 40 calculation

AI isn’t just the MAG7 companies; AI will reshape global infrastructure, resources, and the digital economy

The Megacaps and tech stocks stalled this week as investors questioned AI valuations, is this the start of a broader pullback?

Trump installs an “Inside Man” at Bureau of Labor Statistics

In a week with around 30% of the ASX200 reporting, we take a look at some of the best performers of the year so far and give you the context of where they are, where they are valued and what to focus on 
Telix’s stock has been pummeled after announcing an SEC inquiry— a routine regulatory request, followed by a routine opportunistic law firm “investigation” are simply the cost of success in a high-profile sector, not a red flag

When biotech headlines scream “SEC subpoena,” panic can quickly outweigh perspective. But beneath the sell-off frenzy surrounding Telix Pharmaceuticals’ recent regulatory disclosure lies a compelling opportunity masked by fear.

Telix’s stock has been pummeled after announcing an SEC inquiry— a routine regulatory request, followed by a routine opportunistic law firm “investigation” are simply the cost of success in a high-profile sector, not a red flag

Revenue is vanity. Profit can be misleading. Free cash flow doesn’t lie.