Mark Elzayed

ASX AI rally: MP1, MAQ, DDR, NXT, DTL surge as trillions pour into data centres, cloud and software—spot the next winners in small caps.

Megaport rockets on $827.3m AI cloud raise as healthcare rebounds; miners fade with iron ore weakness amid rates and Middle East risk.

ASX rebounds 0.9% after April CPI cools to 4.2%; investors pare June RBA hike bets as oil eases and geopolitical tensions cool.

ASX rebounds late week: easing rate fears and Persian Gulf peace hopes power a 0.41% Friday rise, after a 7-week low.

Oil tops US$120; Strait of Hormuz disruption hits energy flows as markets reprice risk. Five ASX names (BWP, DRR, BSL, BGA, MPL) near breakout; read more.

Aeris Resources (AIS) slips ~32% YTD as investors rotate to cash-flow copper/silver miners; strong H1 earnings lift AIS valuation.

Uranium supply deficit could lift shares as Australia leverages domestic reserves and SMRs to secure base-load power.

Oil jumps as US-Iran tensions flare; Hormuz risk, insurers drop cover. Gold, silver and miners rally as a new mining bull market awakens.

Earnings season shifts to a stock-pickers market as the RBA lifts rates to 3.85%; focus on cash flow and balance sheets, with Macquarie leading earnings.

RBA lifts rates to 3.85% as easy money ends; ASX growth names ABB, MAH, VNT lead with pricing power and stronger cash flow.

ANZ delivers $1.9b cash profit in Q1, 3bp NIM uplift, and cost discipline driving outperformance as Feb earnings season kicks off (AMP results due).

CBA jumps 8% to above $171, reigniting the Big Four debate as rivals rally; strong profit, higher dividend, and rich multiples raise the risk-reward for banks.

RBA hawkish stance fuels selective market rebound; discipline and balance-sheet strength win. Top ASX names to watch: TCO, ORI, GNP, PRN, IGL, KOV, NEM, EMR.

RBA hikes to 3.85%, signaling higher-for-longer policy; banks and growth stocks face pressure as a precious-metals rally prompts ASX hard-asset bets.

Gold and silver rally driven by macro repricing: real rates, central banks, geopolitics. We look at NST, EVN, RMS, SVL, IVR

For much of the past year, broad exposure to metals delivered strong returns. As 2026 progresses, that approach is starting to look blunt. Gold is holding firm for structural reasons, silver is behaving more like a strategic metal, and copper is increasingly defined by scarcity rather than cyclicality.

The Australian share market has turned cautious again. Volatility has returned, sentiment has softened and many investors are stepping back. We see it differently.

The global copper market is entering a new era of structural tightness, with a number of factors creating what we see as one of the most compelling medium-to-long-term investment windows in years.

Australia’s lithium industry is entering an exciting period. Global demand for lithium is rising sharply, electrification is accelerating, and Australia’s hard-rock lithium producers are perfectly positioned to benefit. From rising export earnings to operational leverage and selective growth opportunities, the fundamentals are compelling. We’ve captured the full story in a detailed report, including: Why lithium […]