Pacific Perspectives

Check out the companies making headlines in midday trading: Nvidia — The chipmaker tumbled nearly 17% as the performance of a language model from Chinese startup DeepSeek raised questions about the amount of investment in artificial intelligence. With that performance, the high-flying AI name is on track to notch its worst day since… Read More »Stocks making the biggest moves midday: Nvidia, Oracle, Constellation Energy, AT&T and more

Every year, the country’s top equities investors make their way to the Sohn Hearts & Minds Investment Leaders Conference to pitch their best ideas for the year ahead. As always, it can be hit-and-miss. Last year’s top stock picker Rikki Bannon chose Telix Pharmaceuticals, which makes prostate cancer imaging drug Illuccix.… Read More »Eleven stock tips from Sohn to get you through 2025

ASX futures were poised for a modest rise on Tuesday as investor concern around a cheaper artificial intelligence model developed in China sent shares in global AI companies in to meltdown. ASX futures see-sawed on Tuesday morning after slipping overnight. Futures were 0.1 per cent, or 5 points, higher at… Read More »ASX to rise, Nvidia hammered in AI meltdown; bitcoin tumbles

The chief investment officer of Cbus says the construction sector superannuation fund is in a sweet spot after the value of its managed retirement savings passed $100 billion on the back of strong returns. Brett Chatfield said the fund had reached the milestone despite a “blip” in inflows in November… Read More »Cbus hits ‘sweet spot’ as it surpasses $100b in assets

The S&P 500 and Nasdaq Composite were down sharply Monday on concern about an artificial intelligence stock bubble popping because of the emergence of Chinese startup DeepSeek, which has possibly made a competitive AI model for a fraction of the billions Silicon Valley is spending. The Nasdaq Composite lost 3.07%, falling to 19,341.83, and the S&P 500 slid 1.46%… Read More »S&P 500 slides, Nasdaq drops 3% in sharp AI stock sell-off spurred by China’s DeepSeek: Live updates

The stock market has been coasting on enthusiasm as President Donald Trump takes the reins, but plenty of questions remain over tax cuts and tariffs. Dividend-paying stocks can offer investors some cushioning if the market becomes rocky. Amid an uncertain macro backdrop, investors looking for stable returns can add some… Read More »Top Wall Street analysts recommend these dividend stocks for stable returns

One of the great rules of investing is that things are never as bad as they seem, nor as good. Perhaps the most famous contrarian maxim of them all – Warren Buffett’s “buy straw hats in winter” – neatly sums up the idea that wild swings in sentiment create risks… Read More »Investors should forget DEI and ESG wars and follow the money

Fund managers are downplaying Donald Trump’s tariff threats, saying the risk of stoking inflation will stop the president from rushing out destructive trade policies that could threaten global growth. In his first week, Mr Trump floated the prospect of a 10 per cent tariff levied on Chinese imports, a 25 per… Read More »Why these investors aren’t worried about Trump tariffs yet

For the first time in more than a year, the chance of a Reserve Bank of Australia interest rate cut is “live”. Whether that plays out in February comes down to a crucial inflation readout on Wednesday, which will dominate the economic agenda for the week ahead. Source: https://www.afr.com/policy/economy/crucial-inflation-data-to-determine-rba-rate-call-20250126-p5l7bk

The S&P 500 closed lower after hitting new records on Friday, as investors took some profit to end a solid week centered on President Donald Trump’s return to the White House. The benchmark index shed 0.3% to 6,101.24, reversing course after hitting a fresh intraday record earlier in the session. The Nasdaq Composite slipped 0.5%… Read More »S&P 500 slides on Friday as rally pauses, but stocks notch back-to-back weekly gains