Latest
China AI hopeful DeepSeek rocks Wall Street’s magnificent seven
Investors say the latest AI model released by China’s equivalent to OpenAI has the potential to disrupt the United States’ grip on generative AI technology.
- Joanne Tran, Amelia McGuire and Paul Smith
Tech jitters to hit ASX after China offers up AI rival
Australian shares are poised for a cautious start as investors worry about China’s AI progress, the Federal Reserve meeting and key local inflation data.
- Cecile Lefort
Grace Tame’s t-shirt stunt; Banker games at the AO men’s final; How AI may hurt big tech
Read everything that’s happened in the news so far today.
Wall Street slips, Fed, megacap earnings awaited
The S&P 500 closed down on Friday in New York, though it ended the first week of Donald Trump’s second term almost 2 per cent higher.
- Timothy Moore
Crypto’s richest man turns firm into family office
Changpeng “CZ” Zhao, out of prison and worth more than $110 billion, is turning the former venture capital arm of his Binance Holdings into a family office.
- Muyao Shen, Suvashree Ghosh and Ryan Weeks
ASX up, miners seesaw on Trump tariff comments; $A at five-week high
Shares close higher, $A rallies on Trump comments; Morgan Stanley upgrades AMP; Synlait ups H2 guidance; Wesfarmers upgraded, rallies; storm batters Rio port.
- Updated
- Nicola Blackburn
Opinion & Analysis
This is how the magnificent seven’s bubble could burst
AI will reshape markets and economies in the next five years, according to Bank of America. But today’s tech giants might not be the biggest winners.
Columnist
‘The numbers are breathtaking’: Qld’s interest bill worth 11 new hospitals
The states’ debt-servicing costs will probably continue to skyrocket as investors demand compensation for their fiscally reckless ways.
Columnist
Investors should forget DEI and ESG wars and follow the money
Donald Trump’s war on woke has quickly washed up on Australian shores. But investors and companies would be smart to block the noise, and stay rational.
Columnist
A fund did the unthinkable and cut its CBA stake. Time to follow suit?
Australian Foundation Investment Company says the “extreme” valuation of the bank left it little choice but to take some profit. But our super giants aren’t stepping back.
Columnist
Companies in the News
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Updated: Jan 24, 2025 – 4.34pm. Data is 20 mins delayed.
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Meet the Fundie
Why Tim Toohey is switching to cash
Tim Toohey from Yarra Capital says fewer RBA board meetings will mean less policy agility to react to monetary turning points.
- Updated
- Cecile Lefort
How this $159b fund is profitably riding the ‘untethered’ sharemarket
Colonial First State’s head of investments Al Clark says a sharemarket bubble is brewing. But rather than selling, it is staying invested and ready for “damage control”.
- Sarah Jones
CBA, the next 10-bagger, founder woes: The best of Monday Fundie 2024
The fund manager profiles that resonated the most with readers this year were rich in speculative stock tips, but it’s the deep insights that have made this column a hit.
- Jonathan Shapiro
Yesterday
- Opinion
- Chanticleer
This is how the magnificent seven’s bubble could burst
AI will reshape markets and economies in the next five years, according to Bank of America. But today’s tech giants might not be the biggest winners.
- James Thomson
This Month
- Opinion
- Government debt
‘The numbers are breathtaking’: Qld’s interest bill worth 11 new hospitals
The states’ debt-servicing costs will probably continue to skyrocket as investors demand compensation for their fiscally reckless ways.
- Christopher Joye
Why these investors aren’t worried about Trump tariffs yet
Fund managers are hopeful the new US president recognises that tariffs are more effective as a threat than being acted on.
- Cecile Lefort
‘Dark forces’ at work: Lowy; How to make Australia great again; The sexy new arena sport
Read everything that’s happened in the news so far today.
Platinum’s Andrew Clifford shorts Trump bump 2.0
The Platinum co-founder’s multibillion-dollar hedge fund is taking aim at rush to US tech stocks sparked by the president’s return to the White House.
- Joshua Peach
- Opinion
- Chanticleer
Investors should forget DEI and ESG wars and follow the money
Donald Trump’s war on woke has quickly washed up on Australian shores. But investors and companies would be smart to block the noise, and stay rational.
- James Thomson
Ethereum gets a Wall Street sales boost after token lags bitcoin
Ethererum was once a serious contender to challenge bitcoin’s status, but it has struggled to keep up with the Trump-fuelled crypto rally.
- Muyao Shen
ASX falls as miners weigh; Myer soars 6pc on merger vote; gold rallies
Shares close lower; QLD in “fiscal deterioration”; ASX may face regulatory action; China to shore up stocks; Praemium flows soar; Myer jumps 6pc.
- Nicola Blackburn
Commodity relief as Trump avoids ‘shock and awe’ tariffs
Strategists are now hopeful the US president will increase levies on China only gradually, which would help stabilise the iron ore and base metal markets,
- Alex Gluyas
This media company’s share price is tipped to double
Lennox small caps manager Liam Donohue says he’s bullish on Botanix Pharmaceuticals and explains why he is eyeing up some former market darlings.
- Joanne Tran
Musk, Altman clash over AI deal | Is it time to sell CBA stock? | CEO productivity hacks
Read everything that’s happened in the news so far today.
- Opinion
- Chanticleer
A fund did the unthinkable and cut its CBA stake. Time to follow suit?
Australian Foundation Investment Company says the “extreme” valuation of the bank left it little choice but to take some profit. But our super giants aren’t stepping back.
- James Thomson
ASX lifts as tech rallies, WiseTech up 2pc; Trump talks China tariffs
Shares close higher; tech, gold gets Trump boost; Aussie slips on tariff threats; Woodside’s green exit; Bubs shares surge; Regal AUM jumps.
- Nicola Blackburn
The Australian investors who hit the jackpot in 2024
Triple-digit returns abounded for cryptocurrency strategies, but one stock picking veteran managed to outpace the bitcoin bros and take the crown.
- Joshua Peach
Is it time for investors to pile back into the beaten-up $A?
Citi believes the US dollar is primed for a pullback given Donald Trump’s more measured approach to tariffs. That’s good news for the beaten-up Aussie dollar.
- Alex Gluyas
Trump’s $800b AI deal; How the market could pop; $17m Toorak apartments
Read everything that’s happened in the news so far today.
- Opinion
- Chanticleer
Five ways the market’s ‘bubble of belief’ could pop
While investors obsess over Donald Trump’s first moves as president other challenges to their all-in bet on the sharemarket are emerging.
- James Thomson
Has China already reached peak oil?
The country’s demand for crude seems to be plateauing sooner than expected. The implications are huge
- Malcolm Moore
Investors bank on iron ore saving dividends in 2025
An unexpectedly strong start for the steel-making commodity has raised hopes that the major miners will provide a larger source of income for investors in 2025.
- Joanne Tran
- Opinion
- Bonds
Why Donald Trump needs to mind the gaps
A dispersion of economic outcomes helped the US president return to the White House, but he faces the task of reorienting this phenomenon.
- Mohamed El-Erian
