Market research
Evidence-led reporting across United States and Australian markets.
343 results
US · Company Research
Breaking the Power Ceiling: How Navitas’s NVIDIA Integration Sparked a 20% Institutional Buying Frenzy The broader technology sector has spent recent weeks trapped in a choppy, macro-driven holding…
Australia · Company Research
BHP (ASX: BHP) shares fell on Thursday despite the mining giant reporting record annual iron ore production. Investors focused instead on weaker copper production guidance and an eight-hour…
US · Company Research
Hewlett Packard Enterprise Company (NYSE: HPE) rallied sharply after reporting a record fiscal second quarter, as investors responded to stronger demand for AI infrastructure, server systems and networking…
Australia · Company Research
AMP shares surged nearly 10% after the financial services company forecast a much stronger first-half profit than it delivered a year earlier. AMP Limited (ASX: AMP) closed 9.83%…
US · Company Research
AI was supposed to be the threat hanging over enterprise software. This week, ServiceNow (NYSE:NOW) became one of the clearest examples of a different argument. The stock rallied…
Australia · Company Research
oOh!media (ASX:OML) shares rose on Monday after the outdoor advertising company confirmed that three major investment firms had reconfirmed their interest in buying the business. The oOh!media share…
US · Company Research
The brutal reality of the electric vehicle market just slammed into Polestar Automotive Holding UK PLC (NASDAQ: PSNY), sending the stock plunging 17.1% in a single trading session.…
Australia · Market Analysis
The Australian share market finished the week slightly lower, despite a strong rebound from mining and banking shares on Friday. The S&P/ASX 200 fell 0.4% over the week…
US · Company Research
IBM Stock Hits Record High After Barclays Call and Quantum Funding Momentum IBM’s rally reflects renewed interest in its software business, quantum plans and role in regulated enterprise…
Australia · Company Research
Telstra Group Ltd (ASX:TLS) shares ended the week under pressure after a major national network outage disrupted mobile services, businesses, transport systems, and some calls to Triple Zero.…
US · Company Research
The capital warfare dominating the frontier layer of the artificial intelligence sector has officially spilled onto the steps of Wall Street. On June 1, 2026, Anthropic, PBC announced…
Australia · Market Analysis
The S&P/ASX 200 returned to positive territory on Friday as investors moved back into major mining, gold and banking stocks. The benchmark rose 0.5% to 8,806, ending a…
