The AI revolution is maturing with more companies figuring out how to insert AI into their workflows and reap the productivity and margin expansion benefits. Today, Murray and Callum consider whether the AI rally is just getting started.
Closing Bell
Banks Dumped while Resources Spike
Banks are selling off while resources rally. Is it time to short sell CBA? Murray answers that question and looks at the future facing metals stocks that are blasting off.
Graphite Sharpens Up and a Tech Stock Rebounds
Today Callum and Murray discussed the next strategic metal to blast off after US government intervention. They discuss two opportunities in the sector and also analyse an advanced technology stock on the ASX that looks to have turned the corner.
Trump Sparks Rare Earth Rally
Murray and Callum pointed out three lithium stocks last week that surged 5–12% this week. Now they look at copper and rare earths.
Three Lithium Stocks in the Buy Zone
Lithium stocks jumped this week, so Murray and Callum discuss whether this could be the beginning of the second boom in lithium stocks. They also discuss a fund manager that is recovering and looking cheap
Silver About to Explode Higher
Silver is building up momentum for a massive run to US$40. Trumps tariff threats have caused a market dislocation event and pressure is building as physical supply dwindles.
