After a stellar rise in the decade between 2010 and 2020, Salesforce’s momentum has cooled in the last five years, with shares practically flat during that period. The cloud...

After soaring to record highs in June, Xero shares have slipped more than 20%. After years of strong execution, Xero’s next chapter looks more complex. A bold US expansion and...

The AI boom is full of winners, from Nvidia to AMD, Palantir to Microsoft, but Amphenol is probably a company you’ve never heard of. It’s not flashy, but shares have rallied more...

Ferrari is one of the world’s most luxurious brands, built not only on speed but on scarcity. Investors don’t buy Ferrari shares for booming sales volumes, but for its unrivalled...

Meta Platforms (formerly Facebook) is a global tech powerhouse that connects nearly half the world’s population through its family of social apps. Best known for Facebook,...

When most investors think of the ASX, casinos on the Las Vegas Strip don’t usually spring to mind.  Yet Aristocrat Leisure is one of Australia’s most global success stories. A...

Apple shares have lagged behind in 2025, weighed down by sluggish iPhone cycles, soft demand in China, and questions over its AI strategy. But, August delivered some welcome...

Earnings season around the world is coming to a close, and results on both sides of the Pacific are shaping investor sentiment. In the US, S&P 500 companies have delivered...

BHP, the “Big Australian” has long been a cornerstone of many portfolios, but it’s feeling the weight of the commodity cycle once again. Profits have slipped to their lowest level...

In part 2 of my reporting season preview, I’ll break down how investors can interpret results with confidence, what to focus on across key sectors, and the signs to look for in a...