- Howard Marks is the king of common sense. His AI verdict is chillingby James Thomson on March 1, 2026 at 6:00 pm
The Oaktree Capital Management co-founder says artificial intelligence may be moving too quickly for society to adapt. But, there’s one group he believes is […]
- How Jack Hu used Anthropic to get in on the market’s hottest dealsby Alex Gluyas on March 1, 2026 at 6:00 pm
Phoenix Group Fund isn’t shying away from the tech rout. It has pounced on WiseTech and Pro Medicus, and is eyeing a big payday from SpaceX and Firmus.
- OPEC+ to resume oil output increases as Iran conflict ragesby Grant Smith, Nayla Razzouk, Salma El Wardany, Fiona MacDonald on March 1, 2026 at 2:07 pm
The conflict in the Middle East threatens to disrupt global oil flows, and disruption ins the Strait of Hormuz may limit capacity to boost supply.
- Energy stocks, gold producers to surge as Iran strikes rattle marketsby Gus McCubbing, Angela Macdonald-Smith on March 1, 2026 at 6:23 am
Analysts have predicted that oil prices could surge by $US20 a barrel when trade opens on Monday after shipping routes through the Strait of Hormuz were closed.
- Despite Dorsey’s Block bombshell, an AI job doom loop isn’t here (yet)by Jonathan Shapiro on March 1, 2026 at 1:00 am
The payment giant’s founder pledged humanity over cold efficiency when he fired almost half his staff. The market wants the opposite and that should terrify […]
- Crypto market hedges Iran war risks with 24/7 oil and gold tradingby Sidhartha Shukla, Muyao Shen on February 28, 2026 at 11:22 pm
A popular 24/7 crypto trading venues has become an unlikely hotspot for commodities this weekend, as traders scramble to hedges against Iran.
- Time for Australia’s super funds to rethink how they investby Katrina King on February 28, 2026 at 10:48 pm
Investing in a data centre should not be debated solely as “real estate” or “infrastructure”, but rather how it can improve the portfolio.
- US bank shares walloped by more ‘cockroach’ credit woesby Georgie McKay, Jordan Fitzgerald on February 27, 2026 at 7:48 pm
Investors worrying about contagion triggered another bruising sell-off in shares of banks and asset managers, compounding worries about disruption from AI.
- Wall St extends losses as tech, financial shares hit by MFS collapseby Timothy Moore on February 27, 2026 at 5:35 pm
Amex, Goldman Sachs and Nvidia thumped back to earth to end the month in New York hit by a storm of negative news and persistent AI disruption angst.
- ASX rises 3.7pc for February; rare earths soar, Coles divesby Matt Bell on February 27, 2026 at 6:40 am
ASX ends at record for third day; MP Materials deal lifts miners; ASX Ltd submits plan to ASIC; Coles hit by soft outlook; Block gains nearly 30pc; Bapcor […]
- Lithium price spike after major producer curtails exportsby Alex Gluyas on February 27, 2026 at 5:36 am
The battery material surged 15 per cent this week after Zimbabwe said it would promote local processing, fanning fears of a supply crunch.
- This fundie is making big returns on little-known ‘Chinese AI tigers’by Gus McCubbing on February 27, 2026 at 5:00 am
Melbourne money manager John So says investors are sleeping on Hong Kong-listed businesses that are cheap compared to American giants.
- RBA’s inaction may ultimately force it to repeatedly lift ratesby Christopher Joye on February 27, 2026 at 3:30 am
Michele Bullock does not know if rates should go up. The central bank governor says she has time on her side, but that is dead wrong. We’re already in crisis.
- ASX ‘enshittification’ is no joke; ‘Insane’ new wealth tax; The cult of Peter Malinauskason February 27, 2026 at 1:05 am
Read everything that’s happened in the news so far today.
- ‘Enshittification’ of ASX is no joke. Something vital may be breakingby James Thomson on February 26, 2026 at 11:37 pm
The wild share moves during reporting season have the whole market scratching its head. But they speak to a bigger worry about how the market actually […]
- Inside GQG’s team of ex-journos that turned the tide on techby Alex Gluyas on February 26, 2026 at 7:17 am
A team of six former investigative journalists played a crucial role in Rajiv Jain’s high-stakes bet against the AI trade.
- Yarra, Pendal and Ausbil name top picks from earnings seasonby Gus McCubbing on February 26, 2026 at 5:42 am
From Dion Hershan to Crispin Murray, fund managers reveal their top picks from the rubble of company results where one investor has banned the word […]
- ASX ends at fresh record; Qantas tumbles, DroneShield rocketsby Matt Bell on February 26, 2026 at 5:16 am
Bourse ends at a record high for a second day; Qantas falls on demand concerns; DroneShield secures $21m contract; BHP closes at fresh high; Cettire shares […]
- ASX hits record; Is Trump set to destroy Iran?; Why Qantas’ big profit came with frequent flyer treatson February 26, 2026 at 1:08 am
Read everything that’s happened in the news so far today.
- Forget data centres, this fundie is betting on a 160-year-old railroadby Grace Lagan on February 26, 2026 at 1:04 am
Kevin Bertoli of Regal-backed PM Capital is waiting for an M&A deal to turbocharge this stock. He makes the case for Europe’s banks and a certain Kenny […]
InsightsJFM Securities2025-04-05T23:17:15+00:00

