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Market Commentary & Analysis
Daily ASX briefings, sector roundups, and AI-powered stock features.
Market BriefFeb 5, 2026
ASX Morning Briefing: Commodities steady, banks lead early bid
Iron ore trades range-bound while the big four banks attract fresh inflows ahead of earnings season. Our AI desk highlights liquidity pockets and sector momentum.
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Sector RoundupFeb 3, 2026
Sector Roundup: Edge AI stocks regain momentum
ASX-listed AI and semiconductor names are showing renewed relative strength as global chip demand rebounds.
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Stock of the WeekJan 31, 2026
Stock of the Week: CSL and the defensive growth trade
CSL remains a core defensive growth holding with plasma volume recovery and a deep pipeline of biologics.
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Announcement SummaryJan 28, 2026
Lithium Outlook 2026: Volatility with a structural tailwind
Lithium prices remain volatile, but long-term demand from EVs and energy storage keeps the sector on investor watchlists.
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