Amazon’s $200 Billion AI Bet: From Corporate Cuts to Warehouse Robots
Amazon just reported record quarterly revenue of $213.4 billion. Wall Street’s reaction? The stock dropped 5% since the announcement. The reason isn’t what the company earned today, it’s what it’s spending tomorrow: $200 billion on capital expenditures in 2026, the largest infrastructure investment in Amazon’s history. This is Amazon’s classic infrastructure playbook: sacrifice short-term margins…
Read MoreNvidia just smashed records. Again.
Hey Superheroes, It’s been a big week for reporting season on both sides of the Pacific. The S&P/ASX 200 hit a fresh record high above 9,100, driven by a tech-fuelled rally after blockbuster results from Nvidia lifted global sentiment, with some local tech stocks surging nearly 5%. Closer to home, it was also a massive week…
Read MoreBeyond the blowout: Why NVIDIA’s durability matters more than the earnings beat
NVIDIA (NASDAQ:NVDA) reports Q4 results after market close on Wednesday 25 February. Analysts expect revenue of US$65.7 billion and earnings per share (EPS) of US$1.52 – a 71% lift year on year. A beat would exceed analyst expectations. However, market pricing currently reflects high anticipation of such a result.A beat would be impressive. But markets…
Read MoreUS Tariffs Shake-Up: What It Means for Australian Investors
Big news out of the US. The Supreme Court has struck down President Trump’s emergency tariffs, cutting China’s rate from 18.8% to 5.8%. Steel and EV tariffs stay. Then, almost immediately, a new move: a 15% global surcharge under Section 122, set to run for up to 150 days unless Congress steps in. Confused? You’re…
Read MoreRio’s Real Problem
Hey Superheroes, Markets are navigating choppy waters this week as AI disruption fears continue rattling software stocks and investors digest a mixed bag of earnings results. Tech has been under pressure, with the sector experiencing its worst stretch since September 2025. Software names in particular are getting hammered on concerns that AI tools could replace…
Read MoreTerms and Conditions: Superhero x Hawks Opening Round Competition
Promotion name: Superhero x Hawks Opening Round Competition Promoter: Superhero Markets Pty Ltd (ABN 36 633 524 261) Terms and Conditions Definitions: “Australian Resident(s)” refers to an individual who resides in Australia. “Business Days” refers to weekdays (Monday to Friday) excluding public holidays in New South Wales, Australia. “Eligible Entrant(s)” refers to an individual who…
Read MoreCBA delivers, and the market noticed
Hey Superheroes, February reporting season is in full swing and the results are coming in hot and heavy. This week alone, we saw CBA and CSL report on Wednesday, with Macquarie Group (ASX:MQG) dropping numbers on Tuesday. Next week ramps up even further with BHP reporting on Tuesday, Zip Co (ASX:ZIP), Wesfarmers (ASX:WES) and Telstra…
Read More2026: 10 Geopolitical Risks To Watch
Markets don’t just move because of numbers on a screen. They move because of what’s going on in the world. In 2026, geopolitics is top of the list of what is moving markets. Trade disputes, elections, military action and tech rivalry are all nudging share prices, currencies and commodities. You don’t need to be glued…
Read MoreClass of 2025: Where Are They Now?
From AI infrastructure plays to climate-tech disruptors, 2025 delivered one of the most eventful IPO years in recent memory. But six months on, how have these newly minted public companies actually performed? This guide tracks 9 notable IPOs from the class of 2025 and examines where they stand today. 📌 This list includes a mix…
Read MoreFrom Hero to Xero
Hey Superheroes, February reporting season is well underway with tech stocks taking a beating. The S&P/ASX All Technology Index plunged 10.6% this week as AI disruption fears spread across software stocks. Gold also dropped below the US$5,000 price point erasing gains over the last week due to a strengthening in the U.S. Dollar following the…
Read MoreTrump’s Fed Pivot
Donald Trump’s move to nominate Kevin Warsh as the next head of the US central bank landed quietly. Markets didn’t surge or sink. Instead, expectations reset. With current Chair Jerome Powell due to step down in May, investors see Warsh as a steady option rather than a wildcard. Change is coming, but the rules of…
Read MoreSuperhero $4bn Milestone Giveaway Competition T&Cs
Promotion name: Superhero $4bn Milestone Competition Promoter: Superhero Markets Pty Ltd (ABN 36 633 524 261) Terms and Conditions Definitions: “Australian Resident(s)” refers to an individual who resides in Australia. “Business Days” refers to weekdays (Monday to Friday) excluding public holidays in New South Wales, Australia. “Eligible Entrant(s)” refers to an individual who has provided…
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