Rising Yields, Hot Uranium Stocks and Your Picks
Four viewer picks: a speculative data centre technology play, a vertically integrated water services provider, a brownfields gold miner and a uranium miner.
Expert Insights for Your Financial Journey
Nvidia Keeps the Party Going
Nvidia has done it again, delivering another blockbuster result and keeping animal spirits alive. But the strength is spreading well beyond AI. Beaten-up SaaS stocks are bouncing back from the SaaSpocalypse, while uranium, zinc, copper, gold and silver are all attracting serious buying.
Two Software Recovery Plays
The battle between Washington and the bond market is heating up and the economic fallout from the war in Iran is beginning to surface. Murray looks at two US stocks that look ready to rumble.
ASX Wobbles as Tech and Uranium Come Alive
The ASX 200 took a step backwards this week as results season put the brakes on its recent rally. Weakness in the banks has raised the risk, potentially opening the door to a quick 4% correction.
Gold Reignites: Here’s Our Favourites
After an eight-month correction, a growing number of gold stocks are flashing potential buy signals at the same time. Murray looks at why that could point to a tradeable bounce in gold.
I wasn’t expecting THIS chart…
US bond yields are creeping back into dangerous territory, AI pessimism may have reached a short-term extreme, and the metals story continues to impress.
