Insights

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.

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.

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 […]

A popular 24/7 crypto trading venues has become an unlikely hotspot for commodities this weekend, as traders scramble to hedges against Iran.

Investing in a data centre should not be debated solely as “real estate” or “infrastructure”, but rather how it can improve the portfolio.

Investors worrying about contagion triggered another bruising sell-off in shares of banks and asset managers, compounding worries about disruption from AI.

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 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 […]

The battery material surged 15 per cent this week after Zimbabwe said it would promote local processing, fanning fears of a supply crunch.

Melbourne money manager John So says investors are sleeping on Hong Kong-listed businesses that are cheap compared to American giants.

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.

Read everything that’s happened in the news so far today.

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 […]

A team of six former investigative journalists played a crucial role in Rajiv Jain’s high-stakes bet against the AI trade.

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 […]

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 […]

Read everything that’s happened in the news so far today.

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 […]

Chief executive Oleg Vornik says his controversial November share sale, which triggered a governance crisis, did not reflect his views on the company.

Jittery markets are weighing whether a relief rally in software companies is a big buying opportunity or a temporary jump before a deeper sell-off.