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Reporting Season

A case of back to “demand exceeds supply” for Pilbara Minerals

Spodumene prices are up over 300%, putting PLS back in the black. But how long can the recovery last – and should you buy, hold, or sell?
PLS
Carl Capolingua
Livewire Markets
Equities

3 ASX 200 stocks hit with downgrades following reporting season

These 3 ASX names all recorded Beats on results, but have now seen downgrades from brokers.
AGL
Tom Stelzer
Livewire Markets
Wealth

Why your investment decisions shouldn’t start with tax

The federal budget has rewritten the CGT rules, but should investors focus on taxation when making investment decisions?
Keith Ford
Livewire Markets
Shares

Emma Fisher: The consumer isn't broken, the ASX isn't boring and volatility is your friend

Airlie’s Emma Fisher shares her playbook for navigating a market driven by momentum, not fundamentals
Anna Dadic
Livewire Markets
Macro

Is the data arms race over?

In the data arms race of investing, judgement has never been so important.
Michael Skinner
Blackwattle Investment Partners
Reporting Season

FNArena reporting season monitor: August 2026 - Week 2 (57 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Shares

The market is punishing growth. He’s buying more

Ausbil's small cap co-portfolio manager on the stock trading below BlackRock's entry price, and why he's adding.
360
EOL
+2
Stephanie Gardner
Livewire Markets
Equities

Dividends, data centres and dirt: Inside the resources rally

From copper and AI-driven demand to rising capex and execution risk, Portfolio Manager for the Fidelity Australian Equities Fund, Sam Heithersay and Mining Analyst,...
BHP
RIO
Fidelity International
Fidelity International
Equities

The AI boom’s next big risk

Nvidia’s earnings prove the AI surge continues, but expanding capacity and rising debt signal a shift toward critical overbuild risks.
Damien Klassen
Nucleus Wealth
Macro

Volatility before opportunity

Market weakness may create opportunities to add risk ahead of a potential rally later in Q4 2026.
Tim Toohey
Yarra Capital Management
Equities

The 2026 catalyst: How WiseTech is weaponising AI to outperform the ASX

WiseTech vs. AI: Moat Builder or Moat Destroyer? Why 2026 is the year the market separates the winners from the disrupted.
William Taylor
ETF Shares
Equities

While investors chase rockets, value hides in plain sight

The mechanics of this IPO have created precisely the conditions that historically precede painful corrections in popular speculative assets.
Daniel Moore
IML
Macro

Watching hyperscaler debt

Hyperscaler leverage has doubled in six months and free cash flows are falling. The credit markets are starting to notice.
Roger Montgomery
Montgomery Investment Management
Commodities

The electricity tipping point & the next energy boom

We're in a new era for electricity demand and that will drive a huge growth opportunity.
Lucas White
GMO
Property

Australia’s housing correction could have further to run

Australia’s housing correction is deepening as rising interest rates, tax shifts, and slowing migration point to a prolonged downturn.
Damien Klassen
Nucleus Wealth
Income

Is the ASX morphing back into an income market?

Australian equities may be entering a new income era.
CAR
COL
+6
Marcus Ryan
Yarra Capital Management
Commodities

Structural tailwinds driving the next commodities supercycle

Resources stocks have the potential to deliver attractive long‑term returns and offer valuable diversification benefits.
Daniel Sullivan
Janus Henderson
Reporting Season

Oberg on Nick Scali's execution masterclass and why the shares could double

Strong margins, a profitable UK expansion and the prospect of significant store rollout have reinforced Oberg's conviction in Nick Scali.
NCK
Patrick Poke
Livewire Markets
Markets

Legendary trader Paul Tudor Jones warns markets are becoming dangerously fragile

Paul Tudor Jones, who famously predicted the '87 crash, explains why he likes Bitcoin, fears leverage, and sees opportunity in Japan.
Chris Conway
Livewire Markets
Equities

The end of software is nonsense

AI may not kill enterprise software. It could make systems of record more valuable as interfaces become personalised and agentic.
Lachlan Hughes
Swell Asset Management
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