Our increased valuation comes from higher full self-driving adoption assumptions and a lower near- and medium-term capital ...
NextDC ( ASX.NXT) announced reduced fiscal 2027 guidance of 22% to a midpoint of $487.5 million for net revenue, 36% to a ...
Investors are constantly pressured to act but research suggests that knowing what to ignore is just as important as knowing ...
We see the company’s momentum in its core advertising business, as well as adoption of Muse, as early signals that the firm’s AI playbook is working.
The Australian technology sector is now severely lagging its US counterpart year-todate, where “SaaSpocalypse” fears have ...
Meta has landed near the top of its guided range the last two quarters. If it does that again, third-quarter revenue will ...
As semiconductor names plunged, investors backed out of growth stocks and value climbed higher, with the Morningstar US Core ...
The following two ASX shares are on the path for takeovers. Here is the take from our analysts. Cleanaway has entered into a ...
Mining generates roughly 70% of forecast midcycle group EBITDA from 2030. Glencore mines and produces a broad suite of ...
Shani and Mark explore the trade-offs investors face when choosing between income, growth and different investment strategies ...
Morningstar’s Joel Grosvenor on slower economic growth and structual market changes.
Upgraded first-half revenue guidance at the upper end of the previously announced range.