stock-spotlight
Walmart is mid-transformation. The question isn’t whether it’s still a retailer — it clearly is. The question is whether its investments in advertising, e-commerce, and fulfilment infrastructure are building a second business or just buying time.
stock-spotlight
Dell says its AI Factory serves 5,000+ customers. Evercore says just three — CoreWeave, xAI, and IREN — drive ~70% of this year’s AI server revenue. With Q2 earnings due September 3 and the stock at a 25x AI-platform multiple, which number matters could swing DELL double digits.
stock-spotlight
Nike’s stock has been cut in half. The reasons are real. The question isn’t whether damage was done — it’s whether the damage is fixable.
stock-spotlight
JPMorgan Chase isn’t just a bank — it’s four distinct businesses under one roof, printing $21.2 billion in profit last quarter. Here’s how the world’s most important financial institution actually works, and what every Australian investor should know before buying it.
stock-spotlight
SpaceX beat every number in its first public earnings report and raised guidance. The stock fell anyway. Two days later, up to $116 billion in insider shares unlock. Here’s what’s actually moving the price.
stock-spotlight
Palantir posted a Rule of 40 of 155 — almost unheard of in software. Its own analysts then valued the stock anywhere from $70 to $255. The real story isn’t the ninth straight beat. It’s that nobody agrees what the business is actually worth.
stock-spotlight
Buffett is still in the room — just not running the meeting. Greg Abel inherited the most sophisticated capital allocation machine ever built, $397 billion in cash, and a market where nothing looks cheap. This is what Berkshire actually is, and what comes next.
stock-spotlight
64 consecutive years of dividend increases. Two lean, high-margin businesses post-Kenvue. A litigation cloud the market has largely priced. Here is what JNJ actually is today — and why it quietly sits in more SMSF portfolios than most advisers realise.
stock-spotlight
Berkshire Hathaway paid ~USD 1.3 billion for Coca-Cola in 1988. That position is now worth ~USD 34 billion. The real question isn’t why Buffett bought — it’s whether the thesis still holds in 2026.
stock-spotlight
Costco’s profit doesn’t come from the rotisserie chicken. It comes from the membership fee you pay before you walk through the door — and 93% of US members keep paying, year after year.
stock-spotlight
The empire is already integrated in everything but name. No signed deal, no SEC filing — but 52% odds on Kalshi, 80% from Wedbush, and a SpaceX IPO that just made the maths dramatically cheaper. Here’s every theory on the table.
stock-spotlight
Most Australians think McDonald’s is a fast food company. It is not. It is one of the largest property owners on earth, with a business model so structurally resilient that the food itself is almost beside the point. Here is what you are actually buying.