News & Insights
Pacific Podcast | Pacific Flagship Ep 2: Beyond AI
22 Oct 2026
Overview When Do Higher Yields Start to Hurt Stocks? Executive Summary Bond investors have had a rough few years. Since the 2020 lows, 10-year government yields have climbed roughly four and a half percentage points…
Read moreTesla beats on earnings and sales even as auto revenue declines
22 Oct 2026
Tesla reported better-than-expected third-quarter results after the bell on Wednesday, even as automotive revenue dropped. The stock was little changed in extended trading. Here’s how the company did, compared with estimates from analysts polled by…
Read moreWhy Australia’s inflation shock may be creating its own cure
The market’s inflation fears are understandable, but the more important question is how the economy responds. The debate has shifted quickly. Earlier this year investors were focused on the timing of future interest rate cuts.…
Why global investors shunned the Firmus fable
Ed Zitron might be the biggest artificial intelligence sceptic on the planet. So it’s no surprise he’s been relishing the farce that’s engulfed the float of Australian neocloud data centre operator Firmus Grid. “Firmus on…
ASX to shrug off bond jitters, buoyed by US earnings momentum
The Australian sharemarket is set for a positive start to the week as expectations of a strong corporate earnings season on Wall Street lift sentiment, even as anxious investors watch for signs that severe bond…
Dow rises 400 points on Friday as Wall Street scores winning week: Live updates
Stocks rose on Friday, supported by the tech sector, as traders look to rebound from a volatile week of elevated Treasury yields and oil prices as well as declines in the artificial intelligence trade. The…
Stocks making the biggest moves midday: Chipotle, Starbucks, Skydance, Marathon Petroleum & more
Here are some of the companies making headlines in midday trading. Energy stocks – Oil prices jumped after Iran ramped up its attacks on tankers transiting the Strait of Hormuz. Marathon Petroleum and APA were…
Telstra sues former executive over jump to rival Vocus
Telstra has gone to court to block a former senior executive from participating in any product development related to security and managed services for rival telecommunications provider Vocus. The telco started the legal action against…
Paradice says ‘bloody tough’ market will kill Australian fundies
David Paradice, one of the country’s most respected investors, says he expects more Australian money managers will be forced to close after a long stretch of bad performance pushes clients toward cheaper index-trackers, and as…
ASX to edge up, oil spikes higher
Australian shares are set to open modestly higher after tech shares dropped on Wall Street overnight. The fall came in part because of a report that OpenAI is struggling to generate revenue, leading the Nasdaq…
Nasdaq falls 1% as AI trade stumbles following OpenAI revenue setback
The Nasdaq Composite slid on Thursday as new details about OpenAI spooked investors, putting the artificial intelligence trade under pressure. The tech-heavy Nasdaq was down 1.25% to close at 27,193.34, while the S&P 500 declined…
The IRS is paying closer attention to funds that aim to slash taxes. What could be next for investors
The IRS and Treasury Department have fired a warning shot concerning two exchange-traded fund strategies that can sharply cut wealthy investors’ tax liabilities – and those individuals should prepare to back up their reasoning for…