ASX 200

Gold’s disappointing performance over the past quarter can be attributed to three key factors.

Open source models and dynamic routing are pushing token costs lower while driving demand for hardware, hyperscalers, and SaaS agentic AI.

ANZ posted the least ugly result of bank reporting season. Elston's Joe McCarthy on why it's still the pick of the Big 4.

An oil price spike crushed gold in March, but this time bullion and the miners are rallying alongside crude – and that changes things.

Telstra lifted earnings, dividends & shareholder returns in FY26. ClearBridge’s Patrick Potts weighs up whether the stock still offers value

Airlie’s Emma Fisher shares her playbook for navigating a market driven by momentum, not fundamentals

Atlassian doubled since April as AI fears flipped to tailwind. Rather than pick the next rebound, a broad US tech ETF captures the trend.

Decoding Berkshire Hathaway’s latest report under new CEO Greg Abel.

Loan and deposit growth drive results, but Australia's biggest bank says mortgage drop-offs raise some questions.

Lotus Resources has lost its crown as the most-shorted stock, but short interest is creeping up for this growth stock.

19 companies have released results in August; these are the insights across employment, labour costs, financing conditions, and consumers.

Australian equities may be entering a new income era.

How passive flows, systematic investing and factor crowding are reshaping the market—and what active fundamental investors can do about it.

A rare ASX exposure to memory, AI capex and US reshoring – and all three are working right now.

Bank shares are under pressure today after Westpac's update, brokers are bears, and mums and dads are selling — so who's still buying?

Market Partners' James Gerrish says the market has changed and investors need to change with it ahead of another volatile reporting season.

Global macro policy uncertainty isn’t the cause of today’s economic strains; it’s a symptom of deeper structural problems that were ignored

Plus, Benz the belle of the Diggers ball, Gateway looks for a Benz repeat and Trek makes the case for a manganese discovery.

The industrials sector is home to some of Australia's most enduring companies. Which ones offer the resilience investors need right now?

Strong flows into AMP's North platform drove its first half result. Fidelity's James van de Graaff explains why the momentum could continue.

One broker says Sell. One fund manager says Buy. Here's why Lucas Goode thinks REA is still a compelling investment.

"Australia has missed the AI boom"

Rudi Filapek-Vandyck previews reporting season, explains the coming market "flip" and shares the ASX stocks on his watchlist.

The big banks are tipped to hit their profit targets this reporting season, but stretched valuations leave little room for disappointment.