There is more to the PLS story than just an increased demand for lithium, according to ETF Shares' David Tuckwell.

A bumper result has the company back on track and looking to grow in Australia and the US.

Brett Winton explains the theses on ARK's key investments and putting a value on the companies truly changing the world.

Lotus Resources is once again the ASX's most-shorted stock despite crashing 57% in a day.

How much do the artificial intelligence (AI) hyperscalers’ businesses need to make from selling their AI tools in order to generate a decent return? The debate...

Alan Pullen and Joe Ziller give their verdicts on all 7 stocks and how they're positioned in the new era of AI.

What if the biggest threat to the AI boom isn’t falling demand, but an engineer building data centres faster than anyone expected?

Schroders' Kellie Wood explains why the US bond market is the hottest topic in global markets and how investors can capitalise.

The US Treasury sparked a sharp gold rally. L1's Rafi Lamm explains what bond yields are signalling and where he sees value.

It sounds like a wild proposition, but veteran investor Charlie Aitken argues the tide is turning decisively toward "The Big Australian."

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.

The 30-year US T-bond yield hit a 19-year high and Washington tried to stem the bleeding – it worked for just one day.

Revenue up 30%, profits up 69% and a balance sheet that flipped $100 million in a year. Codan's CEO says the story is all about consistency.

Henry Jennings breaks down CSL’s stunning rebound and other notable results from the third week of August 2026 reporting season.

And the bullish copper outlook painted this week by BHP shows why more emerging ASX copper producers are likely to be gobbled.

Brokers see up to 45% upside in this week’s winners, while coal, rail and the Big Four banks face a tougher outlook.

Removing negative gearing changes the property equation. Here’s how far rents must rise or prices fall to make investing stack up again?

Codan’s profit jumped 69% in FY26. Michael Carmody from Centennial sees more growth ahead from defence demand and new products.