Market news & insights

With AI capital expenditure under scrutiny and central bank settings on edge, track this week's primary market drivers and technical levels for Nvidia, Woodside, CBA, Microsoft and GameStop.

Cost-of-living pressure is splitting retail demand. Preview Woolworths and Coles FY26 results, estimates, margin risks and reporting dates.

Three of the world’s most influential energy authorities published their outlooks within days of each other in mid-August 2026. Read together, they show a market shaped more by geopolitics than by demand, though they diverge sharply on how quickly things could normalise.

As BHP, Fortescue and Woodside prepare to reveal their latest numbers, investors are looking beyond profits to the increasingly difficult trade-off between funding growth and rewarding shareholders.

RBA rates, AI data centres, and plasma margins: Read your August 2026 reporting roadmap for ASX heavyweights CSL, Telstra Group and Goodman Group.

As Australia’s Big Four banks prepare to update the market, margin resilience meets credit quality scrutiny. Here is your roadmap for CBA, Westpac, ANZ and NAB.