Stock Market Today: Live Updates 20.07.2026

Janus Electric (ASX:JNS) Jumps on A$10M U.S. Battery-Swap Truck Deal

July 21, 2026, 3:56 AM EDT. Janus Electric (ASX:JNS) surged after it landed a A$10 million North American order for its battery-swap trucks. The order boosts Janus Electric’s reach in commercial EVs. Battery swapping lets operators switch out empty batteries fast and cut downtime versus standard charging. The deal shows more logistics and fleet groups are trying Janus’s tech. Growing demand is drawing interest for EV options as clean transport rules spread. The share move signals investors see upside in Janus’s model and outlook as it moves into North America.

Janus Electric (ASX:JNS) Surges on A$10m N…

discoverIE Group (LON:DSCV) to post Q1 trading update before AGM

July 21, 2026, 3:52 AM EDT. discoverIE Group (LON:DSCV), which has a market cap of £667 million and makes custom electronic components for industry, will give its Q1 trading update before the Annual General Meeting on July 24. The company is set to report a solid order book and more deals in its acquisition pipeline. discoverIE supplies specialised parts to a range of industrial customers. The market will be looking for any signs of bigger growth or new strategy moves in the update, as investors gauge what could move the shares after the AGM.

discoverIE: will this week’s AGM Trading U…

LSE to launch LSE 24, extending digital trading hours

July 21, 2026, 3:48 AM EDT. The London Stock Exchange is rolling out LSE 24, a digital trading venue designed for extended hours. LSE says the new platform will let participants trade outside normal sessions, looking to tap global demand for more flexible, round-the-clock trading. With LSE 24, the exchange wants to boost liquidity and support its ambitions as a global hub for securities trading.

London Stock Exchange to Launch LSE 24 Ext…

Rolls-Royce LON:RR up 1,400% in 5 years but growth risks cloud outlook

July 21, 2026, 3:43 AM EDT. Rolls-Royce shares are up almost 1,400% from pandemic lows, fueled by advances in aerospace and nuclear. The group got UK government sign-off and a £599m loan for its SMR program, lining up early in the nuclear game. Its UltraFan engine project is drawing attention as airlines look for ways to cut fuel costs. Still, analysts warn the jump in Rolls-Royce stock counts on flawless delivery, and results are far from certain. Bank of America sets a 1,740p target but points to ongoing risks in aerospace and with new project timelines. Shareholders now have to balance big gains against execution worries as tariffs and global tensions build.

Up nearly 1,400% in 5 years! But are Rolls…

Pro Medicus ASX:PME Shares Down 19% in 2024 as Metrics Stay Strong

July 21, 2026, 3:38 AM EDT.Pro Medicus Ltd ASX:PME is down 19.13% year-to-date, but the company’s key numbers remain strong. Founded in 1983, PME sells radiology IT globally, and its Visage software lets doctors review medical scans remotely. Annual revenue hit $162 million, up at a 33.4% CAGR over three years. Gross margin sits at 99.8%. Profits grew from $31 million to $83 million in three years, for a 39.0% CAGR. PME reports $153 million negative net debt, a low 1.1% debt-to-equity ratio and 50.7% return on equity. Those figures point to solid capital use and steady growth, supporting the outlook for PME’s shares.

6 key numbers to value PME shares

LSE to Open Near-Continuous Trading Venue in 2025

July 21, 2026, 3:34 AM EDT. The London Stock Exchange (LSE) will launch a new venue in 2025 that allows near-continuous trading through the working week. The LSE is extending trading past standard hours, trying to boost liquidity and give investors more options. With the change, the LSE joins other global exchanges that have widened trading sessions to reach more participants.

London Stock Exchange to Introduce Nonstop…

ASX movers: Cochlear ASX:COH and Woolworths ASX:WOW on valuation watch

July 21, 2026, 3:23 AM EDT.Cochlear Ltd ASX:COH shares have slumped 54.6% in 2025, now trading at a price-to-sales ratio of 3.47x-well below its 5-year average of 9.18x-even as revenue climbed the past three years. Cochlear has supplied more than 750,000 hearing devices worldwide. Woolworths Group Ltd ASX:WOW shares are up off 52-week lows but still down 54.4%. The stock’s current 3.66% dividend yield tops its 5-year average of 2.92%. Woolworths is behind over 3,000 stores across Australia and New Zealand and runs more than 35% of the Australian grocery market. Investors weigh metrics like price-to-sales for names such as COH and dividend yield for blue chips like WOW to judge value.

COH and Woolworths Group Ltd: 2 ASX shares…

LSE Plans 24/5 Trading Platform LSE 24

July 21, 2026, 3:22 AM EDT. The London Stock Exchange said it plans to roll out LSE 24, a new platform for almost round-the-clock trading five days a week. The exchange wants LSE 24 to target digital, algorithmic and automated trading, offering global clients more flexibility, more liquidity and a way to better manage risk. LSE 24 is expected to start with Exchange Traded Products in the first half of 2027, pending regulatory sign-off, using the group’s existing technology stack. CEO Julia Hoggett said the new venue should add depth and participation to LSE markets, but regular trading hours will remain. The platform will bring in AI-based order and execution tools, with LSE emphasizing the move puts London at the front in digital market tech.

London Stock Exchange to Launch LSE 24

UK Government Borrowing Falls in June; Public Debt Approaches £3 Trillion

July 21, 2026, 3:21 AM EDT. The UK government posted £16 billion in borrowing for June, down £7.9 billion from a year ago, the Office for National Statistics said. That total came in just under expectations. The unemployment rate was unchanged between March and May, suggesting the labour market stayed steady. But with public debt still close to £3 trillion, the overall debt remains high. New Prime Minister Andy Burnham has begun rolling out steps to curb living costs as budget pressures persist.

UK government borrowing falls in June but …

ASX 200 Flat as Minerals Strength Balance Bank, Healthcare Drops

July 21, 2026, 3:20 AM EDT. The ASX 200 finished just above flat at 8,793 on Tuesday. Strength in non-energy minerals, energy and tech stocks helped cancel out losses in healthcare, retail and the big banks. Traders looked ahead to Australia’s upcoming jobs data after May’s mix of strong job gains and rising unemployment. Shares regained early ground as U.S. futures pushed higher and headlines pointed to renewed Middle East talks, with suggestions of a temporary 10-day ceasefire to get the Strait of Hormuz open. Chinese officials stuck to their full-year growth targets after weak second quarter numbers. Among energy names, Woodside Energy rose 1.1% and Origin gained 1.3%. Nextdc jumped 8% as utilisation picked up. Pro Medicus and Sonic Healthcare slid.

ASX 200 Muted into Close

Barclays Shares Poised for More Gains, Analysts Keep 600p Target for 2027

July 21, 2026, 3:19 AM EDT.Barclays shares are up 45% over the last year, with analysts still bullish on the stock. The average 12-month price target is set at 560p, about 9% over the latest share price of 512p, so a £5,000 stake would reach £5,470 before any dividends. Morgan Stanley and Berenberg have higher targets at 610p and 620p. They see room for nearly 20% more upside, helped by positive trends in investment banking, equities trading, and wealth. Recent strong Q2 US bank results back that idea. Barclays is in all those areas and will report first-half numbers on July 28. The P/E is still below 10, so even after the rally, the stock trades at a valuation some call cheap.

By mid-2027, analysts expect £5,000 in Bar…

ASX 200 Inches Higher as Gold, Tech and Mining Stocks Offset Sector Losses

July 21, 2026, 3:18 AM EDT. The S&P/ASX 200 Index finished up 0.023% at 8,793.3 on Tuesday after a choppy day. Sectors split with healthcare, communications, consumer discretionary, financials, industrials and consumer staples all down, while gold, tech, materials, REITs, energy and utilities rose. Minerals 260 Ltd (ASX: MI6) jumped 7.69% to 64 cents, topping the leaders. NextDC Ltd (ASX: NXT) gained 7.74% and South32 Ltd (ASX: S32) added 6.62%. Moves came after a soft Wall Street open, with the Dow off 0.59% and the Nasdaq down 0.048%, weighing on mood. Commodity and tech stocks drove most of the gains.

Here are the top 10 ASX 200 shares today

ASX 200 Holds Steady; Banks Down, Miners Up

July 21, 2026, 3:17 AM EDT. The ASX 200 finished flat as the market weighed Middle East worries. Financials lost 0.7% with big banks weaker. Gold miners jumped 3.6% on safe-haven buying. Caution around geopolitical risk kept moves in check for the index.

ASX 200 Treaded Water As Banks Slipped And…

LSE rolls out 24/5 trading with new LSE 24 platform

July 21, 2026, 3:05 AM EDT. The London Stock Exchange said it will start LSE 24, a platform offering 24-hour, Monday-to-Friday trading. The new venue is designed for digital assets and next-gen trading tech, letting traders access the market outside usual hours. LSE 24 will run non-stop during the week and targets rising global demand for longer trading. The exchange said the launch shows its push into digital markets and trading infrastructure.

London Stock Exchange to Launch LSE 24

LSE rolling out 24/5 trading with new LSE 24 venue

July 21, 2026, 3:04 AM EDT. The London Stock Exchange said it will start LSE 24, a trading platform running 24 hours a day, five days a week. The exchange is pushing for longer hours and wider access to global investors. LSE sees the new venue boosting liquidity and lining up with global trading standards. LSE 24 is set to offer round-the-clock trading for multiple time zones and aims to make the market run smoother.

London Stock Exchange to launch new 24/5 t…

Evion wins Madagascar permits, Aurelia tops gold target

July 21, 2026, 3:03 AM EDT.Evion Group (ASX:EVG) picked up mining permits for its Maniry graphite project in Madagascar, which clears a key hurdle for financing and development. Maniry is the first critical minerals project in Madagascar to get approval under the country’s new mining laws, with backing from the EU and development lenders. The mine is expected to run for 21 years with a pre-tax NPV of US$263 million. Aurelia Metals (ASX:AMI) beat its FY26 gold guidance, producing 50,400 ounces after gains from its Peak and Federation mines in NSW. Gateway Mining, Silver Mines, and Minbos Resources also traded higher. Junior resource names stayed in focus.

Resources Top 5: Evion gets graphite green…

LSE to Add Overnight Trading Hours from 2027

July 21, 2026, 3:02 AM EDT. The London Stock Exchange (LSE) will extend trading hours starting in 2027, shifting to overnight sessions. The change is meant to bring LSE in line with other global markets as more investors push for round-the-clock trading. The new schedule should add liquidity and bring in more international buyers, though market participants will have to adjust. The move comes as tech and increased cross-border trading reshape how the LSE operates.

The London Stock Exchange Pulls an All-Nig…

ASX 200 Ends Slightly Up as Tech Jumps, Healthcare Lags

July 21, 2026, 3:01 AM EDT. The S&P/ASX 200 finished 2 points higher at 8,793.30. Tech names led a recovery from earlier lows, with NextDC up 4% after adding capacity, pulling other tech shares along after recent chip selling. Gold stocks were strong too, tracking a near 1% bullion move to US$4045 an ounce. Healthcare stayed weak; ProMedicus lost 5% after a downgrade from JPMorgan. Lithium names fell back on a 6.5% slide in Chinese lithium carbonate futures and fresh supply news out of China. In Asia, markets bounced, with South Korea’s Kospi up 3.64% as Samsung Electronics and SK Hynix pushed higher. Tech was still the ASX’s top sector while market moves ran mixed elsewhere.

Closing Bell: ASX fight backs as technolog…

Barclays Shares Trade Near 20-Year High, Analysts See More Gains Ahead

July 21, 2026, 2:54 AM EDT.Barclays shares are up 46% in the past year, trading at levels last seen in 2007 as earnings from both UK retail and investment banking remain strong. Q1 2026 RoTE came in at 13.5%, and income from the investment bank topped £4 billion in the quarter, a record. The bank increased capital returns with an 8.50p dividend and a £500 million buyback. The average 12-month target on the stock is 571p, suggesting 11% upside from the current 516p, with bullish calls from Goldman Sachs and JP Morgan. Most analysts-19 tracked-expect the shares to keep rising, even with possible rate hikes ahead.

At almost 20-year highs, here’s where the …

Vodafone outlook splits analysts as shares outperform FTSE

July 21, 2026, 2:51 AM EDT. Vodafone stock jumped 35% this past year against the FTSE 100’s 17.2% gain. But analyst calls for 2027 are far apart. Bulls target 150p, which would mean £6,778 from £5,000, while bears see a drop to 85p and a £3,840 return. The average view is about 111p, close to where the shares sit now. Vodafone is deep in a restructuring, showing some early progress: revenue up 8% in fiscal 2026 to €40.5bn, a €2.8bn swing in operating profit. Management says free cash flow could hit €2.9bn in 2027, with help from its Three UK merger and African business. The stock’s future is uncertain as the turnaround continues.

Here’s the latest Vodafone share price for…

IAG Jumps 165% in Two Years, Still Trades at Low P/E

July 21, 2026, 2:48 AM EDT. Shares in International Consolidated Airlines Group (IAG) have surged 165% in the last two years, but its price-to-earnings ratio is just 7.9-more like what you’d see in a company under pressure. IAG said first-quarter revenue rose 1.9% to €7.2 billion and operating profit jumped 77.3% to €351 million. British Airways, the group’s flagship, keeps seeing steady demand in premium cabins and holds valuable Heathrow slots. The Loyalty business also posted a 10% revenue gain and 32.6% profit growth. Analysts see the stock going to 523p over the coming year. But high fuel prices tied to Middle East tensions add €2 billion to costs, squeezing margins and weighing on free cash flow estimates for 2026, which helps explain why the low valuation lingers even after strong profits.

Up 165% but still with a P/E of 7.9. Is th…

Diageo Shares Trade Near 14-Year Low as Analysts Split Over Outlook

July 21, 2026, 2:45 AM EDT. Diageo Plc LSE:DGE shares are hovering close to a 14-year low, raising questions for investors as US tariffs and global conflicts play out. The analyst camp is mixed. UBS keeps a Neutral rating with a target that’s 23.5% above the current share price, suggesting the problems may be reflected. The U.S. spirits segment could stay weak for now, with Gen Z drinkers turning more to fitness than alcohol. Diageo’s core brands like Guinness and Gordon’s continue to hold ground. Some see this as a longer-term recovery bet instead of a fast rebound, with patience needed from investors.

Near 5-year lows, here’s what the experts …

Bennelong Australian Equity Cuts Corporate Travel Stake to Zero

July 21, 2026, 2:35 AM EDT. Bennelong Australian Equity Partners, one of the largest shareholders in Corporate Travel (ASX:CTD), has marked down its CTD investment to zero. The move comes almost a year after a trading halt hit the shares. Back in August 2025, Corporate Travel said its auditor wanted restatements of old and 2024-25 accounts after finding problems. Bennelong’s write-down shows how much faith has drained from the stock as questions over Corporate Travel’s books drag on.

Mark East’s Bennelong Australian Equity Pa…

BT Group Jumps 80% Since May, 4.3% Dividend Yield Stands Out

July 21, 2026, 2:34 AM EDT. BT Group shares are up more than 80% since May 2024 under CEO Allison Kirkby as the company moves ahead with its restructuring. The stock is still offering a 4.3% dividend yield, well above the FTSE 100 average of roughly 3%. Fiscal 2026 pre-tax profit rose 8% to £1.4 billion. BT lifted its dividend to 8.32p per share and said it plans to keep growing payouts. The company is targeting £2 billion in normalised free cash flow by 2027 and £3 billion before 2030 to support the dividend. Big debt remains an issue-net debt stands at £20 billion and there’s a £4.2 billion pension deficit. Investors weighing the shares need to balance strong performance with those financial pressures.

Should I buy BT shares for their 4.3% divi…

UK Growth Stocks With High Insider Stakes Draw Investor Interest as ROE Hits 32%

July 21, 2026, 2:33 AM EDT. UK investors are watching growth companies with high insider ownership and big return on equity (ROE) numbers, as market jitters tied to China hit the FTSE. Computacenter plc (FTSE 100) insiders hold 15.7%, the company expects 27% ROE by 2028 and 15.5% annual earnings growth. QinetiQ Group plc insiders own 15.4%, with a forecast 33% ROE by 2029 and 17% expected yearly earnings growth, helped by stronger technology licensing. With these insider positions and ROE figures, both names draw investors looking for growth, tighter alignment and steady governance while volatility runs high.

3 UK Growth Companies With High Insider Ow…

How a £20k ISA Could Help Plug the Pension Gap With Nearly £10,000 a Year

July 21, 2026, 2:32 AM EDT. The UK State Pension sits at £12,547, but many want more in retirement and are looking for ways to boost their income. One approach is putting the full £20,000 ISA allowance each year into a basket of FTSE 100 and FTSE 250 dividend stocks, which currently average a 3.3% yield-about three times what the S&P 500 pays. If annual returns hit 9.64% for 25 years, that £20,000 could climb to almost £200,000, producing roughly £9,982 per year in extra income. Investors often combine ISA withdrawals, pension income, and sometimes a part-time job to shore up their finances in retirement. Tax effects depend on individual circumstances, and personal financial advice is recommended.

How I’m using a £20k ISA to aim for a £9,9…

UK stocks trade at discounts as global worries weigh in July 2026

July 21, 2026, 2:31 AM EDT. UK shares are priced below fair value in July as global pressures take hold. A drop in Chinese trade data hit sentiment, knocking both the FTSE 100 and FTSE 250. Undervalued investment opportunities include Rosebank Industries, Living REIT and Entain, with discounts between 45% and 49%. Croda International trades 25.4% under its estimated value, with annual earnings growth seen at almost 25%, though margins are thin. Entain is 48.7% below fair value, lifted by expansion abroad. Weak dividend yields show patchy financials, and market volatility keeps risk high. Backers looking for growth may see upside in these stocks, but health across the board is mixed.

UK Stocks Trading Below Estimated Value In…

UK Jobs Hold Steady as Bank of England Rate Call Looms

July 21, 2026, 2:30 AM EDT. The UK’s labor market stayed steady in June, with new figures pointing to ongoing job growth. The signs of stability come as the Bank of England gets set for its next interest rate decision, with policymakers weighing inflation risks against employment strength.

UK Jobs Market Holds Steady Ahead of Bank …

Tesco LSE:TSCO Doubles Over Five Years, Morgan Stanley Sees 19% Upside

July 21, 2026, 2:29 AM EDT. Tesco LSE:TSCO has doubled in five years, turning £5,000 into £10,042, or £12,424 if dividends were reinvested. In its latest update, Tesco said UK sales rose 1.8% from last year, with online sales up 8.9%, as it pushes into a broader ecosystem model. Morgan Stanley kept its ‘Overweight’ call and set a 560p price target, up 19% from here. Still, a price-to-earnings ratio of 17 leaves only so much room for bargain hunters, and competition from Aldi and Lidl, plus risk of higher energy costs, could weigh on profits. Buyers should balance growth hopes with these headwinds.

From £5k to £12.4k! Is the current Tesco s…

Kent's M20 and A30 top national road poll, M27 lags behind

July 21, 2026, 2:16 AM EDT. Kent’s M20 and the A30 route from London to Cornwall led England’s major roads for driver satisfaction, each scoring 79% satisfaction in a Transport Focus survey of more than 9,500 drivers. The M27 in Hampshire was last, with just 56%, as roadworks kept traffic moving slowly. South East roads as a whole saw 72% overall satisfaction, beating the 71% national figure. Better roadwork handling in the area helped boost satisfaction from 42% to 52%; safety sentiment was at 81%. While Transport Focus says recent gains show improvement, it called for less disruption during the next round of National Highways projects. National Highways reiterated its focus on safe roads and maintenance, aiming to keep drivers satisfied and the economy going.

England's best and worst rated major roads…

ASX Resources: Tech Stocks Bounce, Miners Up as Gold Climbs and Oil Slips

July 21, 2026, 2:15 AM EDT. The ASX 200 dropped to a two-week low early but bounced back, helped by gains in tech stocks and miners as gold prices rose almost 1% to US$4044. Oil dropped 0.7% to US$88.64, pulling down rate hike bets. Resource names like Evolution attracted some dip-buying, raising talk of a floor formation. Higher commodity prices are supporting investment in mining and could help keep inflation in check. Investors are also eyeing possible stimulus out of China, which may lift demand for ASX commodities like iron ore and copper. That’s setting up a possible rebound for Australian resource stocks in the next month.

Is the blood letting over tor ASX resource…

Netflix NASDAQ:NFLX shares slide 47% as growth questions linger for ISA buyers

July 21, 2026, 2:14 AM EDT. Netflix NASDAQ:NFLX shares dropped nearly 47% in the last 13 months, erasing part of a huge decade-long rally of over 600%. Even after a beat on earnings at $0.80 per share and revenue at $12.6 billion, the streaming giant trimmed its 2026 revenue forecast. Management said it’s cutting back on customer engagement reporting from 2027, just as second seasons of several big shows are losing up to 70% of viewers. Analysts are sounding cautious on Netflix’s growth and rising competition, so investors considering this S&P 500 stock for their ISA now face more risk.

Down 47%, should I buy Netflix for my Stoc…

Baby Boomer Wealth Transfer Stirs Inheritance Nerves in Australia

July 21, 2026, 2:13 AM EDT. Australians are feeling more anxious about inheritances as Baby Boomers get ready to pass down more than $6 trillion. Longer lifespans and blended families add to the guessing over when money will change hands and who will get what, fueling stress for both retirees and their adult kids. Psychologist Phil Slade and other experts said families can ease some of the tension by talking about their estate plans openly. More families are giving early gifts to cut down on legal fights and see the impact while older relatives are still alive. Lawyers are also seeing more adult children join estate planning meetings, with fears over financial security growing as families get more complicated. Estate plan transparency is helping smooth over some of those worries.

Wealth transfers of Baby Boomers fuel inhe…

Saluda Medical (ASX: SLD) falls as US rollout stays in focus

July 21, 2026, 1:59 AM EDT. Shares in Saluda Medical (ASX: SLD) were down during intraday trade on July 21, 2026. There was no new company-specific news, but the move comes as investors remain cautious on unprofitable medical technology names. Saluda, based in Australia, makes the Evoke closed-loop spinal cord stimulation system using ECAP tech to treat chronic pain. The company raised AUD230.8 million in its December 2025 IPO. Saluda is still prioritizing US commercial expansion over quick profits. One recent step: the FDA cleared its CAP24 surgical paddle leads for implantation, giving doctors more options. Saluda stock is still under its IPO price in 2026, echoing swings often seen with small-cap healthcare names pushing for growth in the US market.

Saluda Medical (ASX: SLD) Declines as Inve…

UK Gilts Edge Up on Burnham's First Day, John Healey Named Chancellor

July 21, 2026, 1:58 AM EDT. British gilts moved higher on Andy Burnham’s first day as prime minister, after he stuck with current fiscal rules but kept the door open to more borrowing. Burnham said his government would boost public-sector involvement and back UK industry. Yields on 10-year gilts climbed 0.08 points to 5.04%, more than moves in French or Italian bonds, as investors weighed the risk of bigger borrowing. Unexpectedly, John Healey, a former defence secretary known for his stance on defense spending, was tapped as chancellor. The UK’s fiscal situation is seen as “pretty fraught,” with weak growth and debt costs above £100 billion a year. The 10-year gilt yield sits at the top end among G7 bonds.

CCTV Script 21/07/26

Northern Ireland Seen Growing Faster Than UK in Next Five Years

July 21, 2026, 1:42 AM EDT. Northern Ireland’s economy is expected to grow quicker than the UK average over the next five years, helped by strong job gains. Todd Gowdy, assistant economist at the Economic Policy Centre (EPC), said workforce jobs should break one million by 2032. The forecast points to ongoing strength in the region’s labour market. More jobs could help Northern Ireland stay resilient as the wider UK faces tougher times.

NI economy 'to outperform the UK average o…

KPMG appoints new CEO as whistleblower scandal drags on

July 21, 2026, 1:28 AM EDT.KPMG has named a new CEO, moving to steady the firm while a whistleblower scandal keeps pressure on its leadership. The change comes as KPMG faces more scrutiny and tries to shore up trust with clients. The firm is looking to stabilize operations after weeks of turmoil around the investigation.

Embattled KPMG appoints new top boss

Australian rents jump, home prices slip as market tightens

July 21, 2026, 1:26 AM EDT. Rents in Australia climbed 8%, beating inflation again as home prices slipped, with Sydney and Melbourne down 0.4% in June. Vacancy rates stay below 1% and renters feel the squeeze. First-home buyers face rising rents and have less to save. Policy tweaks such as changes to negative gearing and capital gains tax are cutting investor interest and shrinking rental supply. Analysts say affordability is worse, especially for younger buyers, and higher rents are feeding into inflation, which gives rent a 6.6% weight in the basket.

Housing Double Whammy: Soaring rents as ho…

Nine Publishing Plans More Layoffs as Digital Focus Grows

July 21, 2026, 12:56 AM EDT.Nine Publishing, owned by Nine media group, said it will cut more jobs at its newspaper business. The company is restructuring to back digital as print shrinks. Analysts say it fits a pattern across media, with outlets moving to online as print demand falls.

Axe to fall on more jobs at Nine

GO2 Health Held Off Notifying Patients for Months After Brisbane Email Breach

July 21, 2026, 12:55 AM EDT. GO2 Health in Brisbane was hit by a phishing attack in April, with its main email compromised and patient data at risk, including Department of Veteran’s Affairs ID numbers. The clinic told the Australian Information Commissioner about the breach almost a month after it happened, and waited nearly three months to notify patients. GO2 Health said its main patient record system was not hit. The delay has brought complaints from patients and experts, who want tighter rules on how fast clinics tell people about cyber incidents. The breach comes after a recent security issue at Partnered Health, raising more questions over cyber risks in healthcare.

Medical clinic waited months to tell patie…

South32 (ASX: S32) Dividend Yield Hits 2.21% After Share Price Rebound

July 21, 2026, 12:54 AM EDT. South32 Ltd (ASX: S32) is trading on a trailing 2.21% dividend yield, counting this year’s 3.93 cents final and 5.52 cents interim, both fully franked. Shares jumped 4.78% to $4.28 after the latest operational updates. South32’s yield stands out among local miners but payouts have swung sharply, with dividends at 37 cents per share in 2022. Morgans is sticking with a hold and $4.50 target. The broker notes South32 is now smaller and simpler post-aluminium sale. Dividend consistency could be a sticking point for some investors as the business changes shape.

Buying South32 shares? Here's the dividend…

AMP (ASX: AMP) jumps 80% since March; shares at five-year highs after outlook update

July 21, 2026, 12:53 AM EDT. AMP Ltd (ASX: AMP) is up 80% since March, with shares hitting a five-year high of $2.11 after its latest earnings outlook and progress on its turnaround plan. The stock rose 18% in the last five sessions after upbeat news on net cash flows for its Platforms and Superannuation arms and growing bets that the Reserve Bank of Australia will cut rates. Six of ten brokers now rate AMP a buy or strong buy, but the consensus target price is $2.02, so some say the rally may have gone too far. Experts told current holders to think about staying in, while new buyers may want to wait and see more results.

AMP shares have surged 80% since March. Wh…

Acusensus (ASX: ACE) trades higher, seen as undervalued tech pick

July 21, 2026, 12:37 AM EDT. Acusensus Ltd (ASX: ACE) has climbed 21% over the last year while the ASX All Ordinaries tech sector slid 33.8% in 2026. Ellerston Capital’s James Barker called the company undervalued and trading at bargain prices. Acusensus runs AI camera systems for road safety, with government contracts in Australia, New Zealand, the US and the UK. The firm posted H1 FY26 revenue up 40% at $40.3 million and adjusted EBITDA up 9% to $3.9 million. Acusensus says it holds $41 million in cash and term deposits, and sees strong potential in the US, helped by a big Connecticut contract. The company guides to about 40% revenue growth for FY26.

Why this undervalued ASX All Ords tech sto…

LSE rolls out overnight trading platform for ETPs in 2027

July 21, 2026, 12:27 AM EDT. The London Stock Exchange (LSE) is set to launch an overnight trading venue by mid-2027, the Financial Times reported. The new platform will run from 5:00 pm to 7:50 am in London, separate from the main exchange, and will target exchange-traded products (ETPs) linked to UK and US markets. Standard market hours will stay at 8:00 am to 4:30 pm. CEO Julia Hoggett said retail investors want to trade UK and international assets outside normal hours, using London’s time zone. LSE is following other global exchanges moving toward almost round-the-clock trading.

London Stock Exchange eyes overnight tradi…

NSW surgeon suspended six months after fatal wrong-site surgery

July 21, 2026, 12:25 AM EDT. Dr Liu-Ming Schmidt, a NSW surgeon, has been banned from practising for six months after a tribunal found professional misconduct. Schmidt operated on the wrong part of a patient’s bowel, causing a fatal bowel obstruction. The HCCC filed 13 complaints, including missed cancer during colonoscopies and poor patient care. The tribunal said Schmidt showed a lack of insight. Nearly 2,000 colonoscopy patients now need repeat procedures. Schmidt was also ordered to pay legal costs and, after the suspension, must complete training and undergo supervision.

Surgeon banned after 'catastrophic error' …

Austal Ltd shares slump 61%, brokers see upside

July 21, 2026, 12:23 AM EDT. Austal Ltd (ASX: ASB) fell another 0.5% to $3.38, now down more than 50% this year and 45% lower from a year ago. The shipbuilder, which builds defence vessels for Australia and the US, has snagged over $1.1 billion in contracts for patrol boats and landing craft. First-half FY26 revenue rose 34.4% and net profit grew 21.4%, but a downgrade to earnings guidance tied to accounting problems pushed investors to sell. The Middle East conflict hasn’t lifted the shares. Three brokers tracked are still mostly bullish, pointing to target prices between $4.10 and $7.71, with implied upside of 20% to 126% over the next year. Investors weigh a bounce-back against more trouble for Austal.

Down 61%: Can this ASX defence stock rebou…

Wesfarmers (ASX: WES) up 29% from May low, edges past ASX 200 after posting stronger H1 profit

July 21, 2026, 12:21 AM EDT. Wesfarmers Ltd (ASX: WES) is up 28.7% since its one-year low in May and last traded at $91.73. The group behind Bunnings Warehouse, Kmart, Officeworks and Priceline has gained 12.2% this year, beating the ASX 200’s 0.4%. First-half net profit rose 9.3% to AUD 1.603 billion, with help from retail. The stock now offers a 2.8% fully-franked trailing yield. But Alto Capital analyst Tony Locantro still calls it a sell, saying upside is capped at current levels. Wesfarmers dropped 5.6% after earnings hit on February 19.

Up 29% since May, can Wesfarmers shares ke…

Fiat and Peugeot withdrawal raises alarms for European carmakers as Chinese brands squeeze Australia

July 21, 2026, 12:13 AM EDT.Automotive insiders say Fiat and Peugeot pulling out of Australia shows a deeper problem for European makers, calling it just the tip of the iceberg. The market is under growing pressure from Chinese competitors, which is making conditions tougher for European brands. Experts point to the ongoing shift, with Chinese car firms picking up share by undercutting rivals on price and pushing tech. The move could shake up the market for Australia-and beyond.

‘More’: Dire warning as car brands exit Au…

Nextdc ASX:NXT Up 4% After Contract Wins Lift Utilisation, Order Book

July 21, 2026, 12:12 AM EDT. Nextdc Ltd ASX:NXT shares climbed 4% after the company landed fresh customer contracts, pushing its pro forma contracted utilisation up 11% to 740MW as of June 30, 2026. The increase adds to a 60% rise it posted in April, as demand holds up from big US tech and AI names for data centre space. The company’s forward order book now sits at 565MW, with management saying it’s set to flow into revenue and EBITDA through FY26-FY30. The timing for net profit is still unclear. The stock remains down 25% from mid-June 2024, as doubts linger over environmental risks and how long the assets will last, putting pressure on the valuation.

Nextdc (ASX:NXT) share price jumps 4% on f…

TCL up 2.9% in 2025, investors watch toll road earnings

July 21, 2026, 12:11 AM EDT. Transurban Group ASX:TCL shares are up 2.9% so far in 2025 as investors look to the company’s 22 urban toll roads in Australia, Canada and the U.S. TCL collects reliable revenue from motorways like CityLink in Melbourne and Sydney’s Hills M2. Industrials have beaten the ASX 200 over five years, with a 5.3% return versus 3.5%. TCL posted a 12.6% compound annual growth rate in revenue over the past three years and pays a 4.25% dividend yield. TCL is seen as a play on economic growth with more infrastructure use and government spend.

A deep dive into TCL shares

US Infrastructure Builds Momentum, ETFs Catch Flows

July 21, 2026, 12:10 AM EDT.US infrastructure is back in the spotlight with fresh government money from the Infrastructure Investment and Jobs Act. Construction, engineering, materials and energy are all in play. Exchange-traded funds like Global X US Infrastructure Development ETF (ASX:PAVE) are tools for investors looking for broad exposure without picking stocks. The huge spending push is a slow grind, with projects stretching over years, not a quick trade. Alongside classic roads and bridges, there’s a wave of manufacturing expansion-chip fabs and clean-energy plants-with major demand for construction and raw materials. AI is now driving new demand, with data center growth quietly lifting the need for more digital infrastructure. Investors may want to watch the whole supply chain, from builders and suppliers to industrial connectors.

How to invest in the US infrastructure boo…

Power Bill Relief in South Australia May Require Accepting Outages, Expert Says

July 21, 2026, 12:09 AM EDT. South Australians might have to put up with occasional power outages if they want relief from rising power bills, a local energy expert said. The state’s energy scheme, meant to keep the grid steady when demand spikes, is set to add about $44 million to household budgets this year. Power prices have jumped 117% over the last 10 years, mainly thanks to high network costs as new infrastructure comes online. Daniel Rossetto from Adelaide University said balancing affordability, sustainability, and reliability remains tough, with Australia’s high-grade grid offering uninterrupted supply-but at a big price. He called for Australians to talk openly about whether it makes sense to accept less reliability if it helps keep power bills in check.

South Australians urged to consider occasi…

Ampol ASX:ALD Hits Two-Year High, Up 40% in Past Year on Oil Moves, Growth Hopes

July 21, 2026, 12:08 AM EDT. Ampol shares jumped 40% in the last 12 months, trading as high as A$38.08, their best level in two years, as global oil supply stays volatile and the company reports growth. The stock is up 19% so far this year, with crude prices like WTI over US$83 a barrel linked to Middle East turbulence. Ampol, which runs more than 1,800 sites across Australia, has seen margins and refinery output improve. In June, the ACCC gave conditional approval to its buyout of EG Australia. Most brokers keep a buy rating and the average 12-month target suggests some upside, with a few calling for as much as 23% more gains.

Ampol shares rallied 40% to hit fresh 2-ye…

Defence tech stocks seen as long-term play as government gears shift – ASX:DTEC in focus

July 21, 2026, 12:07 AM EDT.Defence investment is moving from usual budget cycles to a structural industrial shift. Governments hit limits on making key military tech, prompting new ways to buy gear. This shift is fueling what looks like a long-term rearmament cycle, with demand and supply chain gaps both in play. Investors who stick only with the largest makers could miss gains if buyers turn to other suppliers to avoid slowdowns. The Global X Defence Tech ETF (ASX:DTEC) gives wider exposure to changes across the sector. Interest in defence tech isn’t just about war surges-governments are upgrading and rebuilding, and that could keep the theme in play for longer.

Why investing in defence tech may deserve …

JB Hi-Fi ASX:JBH Drops 17.69% This Year as Revenue Grows, Profit Slides

July 21, 2026, 12:06 AM EDT. JB Hi-Fi Ltd ASX:JBH shares have dropped 17.69% since January 2024. Annual revenue came in at $9.59 billion, up with a 3-year CAGR of 2.5%. Gross margin sits at 22.3%. Profit is down over three years, slipping from $506 million to $439 million, or a -4.6% CAGR. JB Hi-Fi reports net debt at $340 million and a debt/equity ratio of 42.2%. The company keeps more equity than debt, showing moderate leverage. Key financial metrics like these are on investors’ radars as JBH trades in a tough retail sector.

A quick way to value the JBH share price

Hillgrove (ASX:HGO) ups Kanmantoo Q2 copper output, lifts cash flow; eyes guidance and new development

July 21, 2026, 12:05 AM EDT. Hillgrove Resources (ASX:HGO) posted a fifth straight rise in copper output at Kanmantoo, bringing Q2 2026 production up 1.6% to 3,170 tonnes. Annualised mining is now running at 1.8 Mtpa. Revenue climbed 18.4% to $63.8 million on better copper sales and gold credits. Operating cash flow jumped 60.4% to $23.3 million and net cash flow rose 71% to $8.3 million, with cash reserves finishing at $32.2 million at June 30. Hillgrove signed off on new development at Emily Star, committing $3.7 million in capital this quarter. The company kept its 2026 production and cost guidance unchanged and said AISC should land near the lower end of the $5.76/lb range. CEO Bob Fulker said all growth was internally funded as exploration and project activity continued.

Strong quarter for Hillgrove with boost to…

ASX Midday: NextDC Jumps on New Deals; Lithium Stocks Sink After Futures Selloff

July 20, 2026, 11:51 PM EDT. The S&P/ASX 200 edged down 0.2% by midday Tuesday as losses in healthcare and lithium outpaced gains in tech. NextDC rallied 4% after saying it added 73MW in new contracted capacity, with new customers like SharonAI under an Nvidia tie-up. Lithium names slipped again as Chinese lithium carbonate futures fell 6.5% and worries grew over surplus from CATL’s mine restart and China’s sodium-ion moves. PLS Group fell 4%, extending its slide to 40% since June. Telix Pharmaceuticals rose 0.5% on stronger revenue. Hub24 gave up 1% even as it reported record inflows. Energy stocks were higher, tracking Brent crude as Middle East worries lingered.

Lunch Wrap: NextDC brings the spark as lit…

TrivarX locks in product supply for Stabl-Im Phase 1 imaging study

July 20, 2026, 11:50 PM EDT. TrivarX (ASX: TRI) has locked down supply of the investigational product it needs for the Stabl-Im Phase 1 trial, set to begin in CY26. The study will look at safety and early readouts from Stabl-Im, a new MRI imaging approach that uses stable isotopes instead of radioactive tracers to track tumour activity and responses to treatment. TrivarX brought in Beyond Drug Development for protocol work and to help pick trial sites. CEO Dr Danielle Meyrick called this supply deal a key step for clinical, regulatory, and operational moves. Stabl-Im is designed to work with current MRI setups and could add to standard imaging tools for tumour assessment.

TrivarX secures key supply for Stabl-Im im…

Nine to cut 30 jobs at SMH and Age as part of digital push, with AI tie-in

July 20, 2026, 11:34 PM EDT. Nine will cut about 30 roles across The Sydney Morning Herald, The Age and other titles in a move to drive digital subscriptions as the advertising market stays tough. The reduction covers both print and digital, and includes nine.com.au. Publishing boss Tory Maguire said Nine is shifting harder to a digital-first strategy even though print revenue is holding up better than forecast. Nine also teamed with Microsoft to let the Copilot AI chatbot pull from its content, putting more focus on AI-driven news consumption. The MEAA union called the cuts devastating, urging Nine to look at redeployment and voluntary redundancies to protect journalism standards. The Australian Financial Review is not affected. Nine’s publishing revenue hit $526 million in 2025, ranking it second in the company.

Jobs to go at SMH and Age in restructure t…

Koonenberry Gold (ASX:KNB) raises $4m for NSW drilling push

July 20, 2026, 11:33 PM EDT. Koonenberry Gold (ASX:KNB) has landed $4 million in fresh funds through a placement to speed up exploration and drilling in New South Wales. The cash is set to go into ongoing drilling at its Enmore gold project and support new target work in the Lachlan Fold Belt, a well-known mineral belt. Koonenberry is looking to build out its gold and copper resource base in Australia and says these proceeds will help it test more ground and chase further finds.

StockTake: Koonenberry raises fresh cash t…

Defence Investment Dollars Flow Into Tech as Budgets Rebalance

July 20, 2026, 11:20 PM EDT.Military innovation is gaining traction among investors as governments shift their defence spending. Tanks and jets still matter, but more money is going into software, cybersecurity, autonomous systems and data infrastructure for faster, better decision-making. Analysts see global defence budgets topping $3.4 trillion by 2030, with extra focus on artificial intelligence, drones, and digital command systems. The trend opens up more space for investors in names like Palantir Technologies and products like Global X Defence Tech (ASX:DTEC) ETF. Cheaper tactical drones are also changing the economics, opening the door for smaller, tech-driven players to play a bigger role in future conflicts.

Why military innovation is becoming an inv…

Westpac (ASX: WBC): Four Numbers Investors Are Watching

July 20, 2026, 11:18 PM EDT. Westpac Banking Corp (ASX: WBC) is in focus for four main numbers: workplace culture, loan profitability, ROE and capital. The bank scores 3.4 out of 5 for employee culture, above the sector average. Net interest margin is 1.93%, also above the major bank average of 1.78%. ROE is at 9.7%, ahead of the 9.35% sector average. These metrics are shaping how investors look at WBC shares.

WBC share price: 4 key metrics to consider

Australia Post sacks driver after KFC detour during unauthorized break

July 20, 2026, 11:03 PM EDT. An Australia Post driver from Newcastle was fired after taking a postal van to KFC for an unauthorized lunch and being away for more than an hour without clearing it with managers. He also ducked supervisor questions and skipped work or failed to notify about absences several times over a month. The Fair Work Commission said the firing was warranted, calling it serious misconduct. Commissioner Tony Saunders pointed to the driver’s evasive answers and refusal to help in the probe, noting the decision came after 30 years with the company. The ruling focused on breaches of Australia Post workplace rules.

‘Evasive’ postie who drove to KFC on lunch…

Optiscan ASX:OIL Moves Head and Neck Cancer Study Into Live Surgery Early

July 20, 2026, 11:02 PM EDT. Optiscan Imaging ASX:OIL said it moved its head and neck cancer imaging trial at St John of God Murdoch Hospital in Perth into Stage 2 surgery ahead of schedule. The trial tests real-time microscopic scanning during operations with its InVue system. The aim is sharper cancer imaging. Data from both live and removed tissue will go to the FDA and help shape AI tools for oral cancer scans. Hospital ethics staff cleared the move, Optiscan said, citing strong early study results. The effort teams with Australian Clinical Labs (ASX:ACL) and lead surgeon Dr. Chady Sader, with sodium fluorescein used as contrast.

Optiscan takes head and neck cancer imagin…

Evion Group Gets Mining Permit for Maniry Graphite Project

July 20, 2026, 10:52 PM EDT. Evion Group (ASX:EVG) has been granted mining rights for the Maniry graphite project in Madagascar, a key step for the company. Managing director David Round said this is important as Evion lines up financing and offtake deals. The project has backing from the European Union as part of Evion’s focus on a fully integrated graphite supply chain. With this new permit, Evion is looking to strengthen its role in the graphite market, which feeds into battery and electric vehicle production. The company is moving forward as demand for critical minerals climbs.

Long Shortz with Evion Group: Major permit…

A2 Milk Drops While Wesfarmers Sits Near Highs on ASX

July 20, 2026, 10:49 PM EDT.The A2 Milk Company ASX:A2M share price has fallen 23.1% since early 2025, but revenue keeps growing at 11.6% a year and profit jumped from $81m to $168m in FY24. Return on equity came in at 12.8%. The business continues to push its A2 protein dairy, focused on easier digestion. Wesfarmers Ltd ASX:WES is trading close to its 52-week high. The blue-chip name holds a broad portfolio, with Bunnings Warehouse bringing in more than half its operating profits. Debt to equity stands at 131.4% and dividends remain steady. Investors get different pitches: A2M for growth, Wesfarmers for stable income and scale.

A2M shares: your next growth investment?

LSE Sets Overnight Trading Venue for 2027 in Bid to Tap Crypto Crowd

July 20, 2026, 10:46 PM EDT. The London Stock Exchange (LSE) is moving to start an overnight trading venue in early 2027. The move targets global retail investors familiar with 24/7 crypto markets. The platform will run from 5:00 p.m. to 7:50 a.m., offering trading in exchange-traded products (ETPs) outside standard hours. The effort follows the LSE’s 2024 rollout of physically backed Bitcoin and Ethereum exchange-traded notes (ETNs), now open to retail after regulatory changes. The exchange also plans to add AI tools for portfolio evaluation, market analysis and execution. U.S. exchanges like Nasdaq and NYSE have started similar longer trading sessions, as digital assets shape investor habits.

London Stock Exchange to launch overnight …

Terra Metals (ASX:TM1) hits 448m run of PGE, copper, nickel at Southwest

July 20, 2026, 10:43 PM EDT. Terra Metals (ASX:TM1) has found 448 metres of continuous mineralisation at the Southwest prospect inside its Dante project. The zone carries platinum group elements, copper and nickel, starting shallow and still open at depth and along strike. Assays returned 0.87g/t PGE3 and 0.15% nickel, with some higher-grade spots. This intercept sits outside the current 148Mt Dante resource, hinting at a separate opportunity. CEO Thomas Line said the system is thick and large. Five rigs are drilling now. Terra wants a first resource estimate by late 2026 as it builds confidence in what it calls a big PGM-copper-nickel-cobalt system in the Jameson Layered Intrusion.

Terra Metals confirms 448m of continuous P…

True North Copper (ASX:TNC) seen reaching profit in 2027 after latest loss

July 20, 2026, 10:40 PM EDT. True North Copper Limited (ASX:TNC) reported a AU$28 million loss for the year to June 2025, with the AU$58 million mining explorer now tipped by analysts to turn a profit in 2027. Profit is expected to hit AU$7.1 million that year, after another loss in 2026, on what would be a 59% average annual earnings growth rate. The company carries no debt, which eases some financial risk even as it burns cash. Future earnings still depend on mining cash flow swings and project progress, as is common in this sector. Investors may want to watch valuation and management as they weigh True North Copper’s longer-term path.

When Will True North Copper Limited (ASX:T…

DroneShield (ASX: DRO) Drops 41% in 2026, Analysts Divided as Price Swings Continue

July 20, 2026, 10:37 PM EDT. Shares of DroneShield Ltd (ASX: DRO) are down 41% over the past year, trading near A$2.17 as sharp swings mark 2026. The stock hit a high of A$4.74 in January before slipping back on regulatory worries and less heat around geopolitical tensions. Even with fighting heating up again in the Middle East, buyers haven’t come back in force. Analysts can’t agree on where things go next. Some forecast as much as 48% upside, pegging a 12-month target at A$3.22, but others see more downside risk. Canaccord Genuity stood by its buy call and A$3.75 target. Results for FY26 half-year, due in August, could shift the mood. For now, investors are playing it cautious with mixed analyst calls and choppy moves.

Down 41%: Can DroneShield shares bounce ba…

Optiscan ASX:OIL speeds up cancer imaging trial, CEO highlights AI, FDA angles

July 20, 2026, 10:34 PM EDT. Optiscan ASX:OIL said its main cancer imaging trial is moving forward faster than planned, with the study at St John of God Murdoch Hospital in Perth hitting stage two ahead of schedule. Australian Clinical Labs is handling sample analysis. The trial uses confocal laser endomicroscopy, letting surgeons see tissue at 1000x live magnification to make tumor margins clearer and cut down on repeat surgeries. CEO Dr Camile Farah said the approach is saving time and money, and could also feed into AI programs and FDA filings. Optiscan wants to use the trial’s data to get its device to more markets and support a US launch.

Health Check: No ‘burnt toast’ excuses as …

Yancoal (ASX: YAL) jumps 20% in 2026; analysts warn on Kestrel deal, costs

July 20, 2026, 10:31 PM EDT. Yancoal Australia Ltd (ASX: YAL) shares rose 4.9% to $5.96 while the ASX 200 slipped 0.4%. The stock is up 20.2% so far in 2026, getting a lift from a 12.2 cent fully franked dividend, for a 3.1% yield. Yancoal reported record Q2 output with 10.8 million tonnes of coal and said seaborne thermal coal prices were up 14-19%. The miner’s $2.4 billion buy of 80% of the Kestrel coking coal mine brings more debt and integration risk. Diesel inflation could push 2026 costs to the top of guidance. Analyst Mark Elzayed recommends holding, pointing to upside but says cost and market risks remain.

Up 20%, are Yancoal shares still a good bu…

Australia's Job Services Model Sends Billions to Private Firms, CICTAR Says

July 20, 2026, 10:16 PM EDT. The Centre for International Corporate Tax Accountability and Research (CICTAR) has released a report calling Australia’s privatised job support system structurally broken and a windfall for private equity and millionaires. CICTAR points to $5.5 billion in federal contracts funnelled through Workforce Australia Services, and argues the setup lacks transparency, encourages aggressive tax strategies, and may create conflicts tied to political giving. Just nine for-profit groups hold more than a third of the contracts, raising doubts about whether the system delivers on public promises for job help. The government now wants more personalised support levels but isn’t bringing back the old Commonwealth Employment Service.

Private firms profit as Australia's job sy…

AIC Mines (ASX: A1M) could climb 40-80% after brokers lift targets

July 20, 2026, 10:08 PM EDT.AIC Mines Ltd (ASX: A1M) shares could jump 40-80% as Bell Potter and Barrenjoey boosted targets on the back of new output guidance and mine plans. AIC sees copper production rising from 17,500-18,000 tonnes this year to 25,000-27,000 tonnes by FY29 after laying out expansion moves at Eloise and Jericho. Bell Potter moved its target up from 90c to 95c, citing strong execution and experienced management. Barrenjoey set its target at $1.20, pointing to increased forecasts, better cash flow, and a bigger debt facility. The Stage 2 Eloise expansion is now set to come in two years early, needing no extra funding. AIC is on track to shift from smaller-scale output to dual production of 1.5 million tonnes a year.

This ASX copper producer will jump 40-80%,…

Superannuation Needed for $7,000 in Monthly Passive Income

July 20, 2026, 10:05 PM EDT. If you want $7,000 a month in passive income ($84,000 a year) from superannuation, how much do you need in your account? It comes down to dividend yield. At a 3% yield, the number is about $2.8 million. With a 4% yield, you’d need $2.1 million; a 5% yield, $1.68 million; and a 6% yield about $1.4 million. Westpac ASX:WBC pays around 4%, Woodside Energy ASX:WDS 5%, Fortescue ASX:FMG 6%. If you shoot for 7-8% yields, the balance drops to ~$1.2 million, but risk rises. Dividend investing inside superannuation is helped by low tax rates and long-term compounding, though the money is locked up until retirement.

How much do I need in my superannuation to…

Waratah Minerals (ASX:WTM) sees Spur Zone gold area grow in NSW drilling

July 20, 2026, 10:02 PM EDT. Waratah Minerals (ASX:WTM) reported more high-grade gold in NSW, with drilling extending mineralisation at the Spur Zone over 300m of strike and 350m down-dip. These shallow intercepts, including up to 13.48 g/t gold, come from an ongoing 80,000m drill program. The company says the mineralised footprint is now at 550m by 800m and still open. Managing Director Peter Duerden said the results improve the project’s economic case and lower risk in near-surface areas. Management expects a maiden mineral resource estimate after these consistent, high-grade assays, which could speed up project plans.

Waratah strengthens Spur gold potential wi…

Green360 lands Boyer Paper Mill deal, locks in kaolin sales through mid-2027

July 20, 2026, 9:59 PM EDT. Green360 Technologies (ASX:GT3) signed a take-or-pay contract with Boyer Paper Mill, securing at least 4000 tonnes of kaolin product until June 2027 and a 19% price bump. The deal is set to bring in $2.5-2.9 million in annual revenue and gives more certainty at the Pittong kaolin facility in Victoria. Green360 expects this to back positive cash flow in FY27. Its kaolin-based products-MKX Calcined Clay and MKX Ultra Fine-are pitched as greener options for cement and concrete markets. The agreement is aimed at driving growth and efficiency for Green360’s industrial minerals business past June 2027.

Green360 eyes revenue growth after strikin…

ASX Seen Falling with Oil Up After Houthi Blockade; Telix Pharmaceuticals Lifts Q2 Revenue

July 20, 2026, 9:49 PM EDT. Australian stocks are expected to open lower Tuesday after oil prices rose more than 1% on news that Yemen’s Houthi rebels blocked Saudi shipping, adding to Middle East worries. Investors are also watching for signals on possible US-Iran nuclear talks. Telix Pharmaceuticals posted higher second-quarter revenue, showing some resilience against weaker sentiment. Oil’s jump comes as geopolitical risks add pressure to global energy markets and weigh on local shares.

ASX Preview: Australian Shares to Fall as …

KPMG Australia Picks John Sams as CEO With Layoffs Looming

July 20, 2026, 9:48 PM EDT. KPMG Australia has named John Sams as chief executive, starting right away, with job cuts on the way after a whistleblower scandal rocked the firm. Senior leaders were accused of using private client data to help win business, pushing out former CEO Andrew Yates and chairman Martin Sheppard. Sams, who comes from the tax and advisory side-an area not hit by the scandal-has been brought in to help repair the leadership team, culture, and client trust. KPMG is now looking at changes to its business model and workforce to fix both financial and reputational hits. Major clients including Lendlease are reviewing ties, and government contracts face renewed scrutiny. Sams said hard calls are ahead as the firm tries to fix trust and oversight.

KPMG appoints new CEO as massive job cuts …

Energy Transition Minerals takes full control of Penouta mine in Spain

July 20, 2026, 9:47 PM EDT. Energy Transition Minerals (ASX:ETM) has completed its purchase of the Penouta mine in northwest Spain, picking up a key asset focused on tin, tantalum, and niobium. ETM plans to restart mining after securing an updated exploitation concession. The Penouta mine is considered a strategic site for critical minerals needed in tech and clean energy. With this deal, ETM now has full ownership and can move ahead with getting production going again. The critical minerals market is seeing strong growth. Tylah Tully covered the news with ETM in a recent StockTake video.

StockTake: ETM completes Penouta mine acqu…

NAB Trades Below Sector PE, Valuation Models Differ

July 20, 2026, 9:46 PM EDT.National Australia Bank (NAB) is changing hands near $39.32, putting its price-earnings ratio at 17.4x. That’s a bit under the banking sector’s average PE of 18x. Take the sector multiple, and NAB’s adjusted value would land at $41.71. NAB stands to gain from the political backing Australia’s largest banks enjoy, but there’s no promise for shareholder returns. The dividend discount model-DDM-offers a second way to value NAB on its record of steady payouts. Both PE and DDM matter for anyone weighing NAB shares as trading rolls on the Australian Securities Exchange ASX.

Are NAB shares worth considering in July?

West Cobar Metals (ASX:WC1) moves forward on NSW copper drilling, WA scandium focus

July 20, 2026, 9:45 PM EDT. West Cobar Metals (ASX:WC1) will start aircore drilling this quarter at Blind Freddie in NSW, chasing a copper-gold anomaly tied to a gravity high. The company is also working to get ground gravity survey approvals at Lilyvale to help sharpen copper targets. Over in WA, drilling at Salazar Newmont is lined up to test higher-grade scandium, pending permits. West Cobar controls 1091km² across Cobar West and lists Bulla Park as a key copper-antimony-silver resource. Metallurgical work continues around scandium. Management says this maintains the company’s broad commodity exposure and sets up a strong newsflow pipeline.

West Cobar lines up copper and scandium gr…

ASX 200 Slips 0.6% as Miners Slide, Energy Stocks Edge Up

July 20, 2026, 9:44 PM EDT. The S&P/ASX 200 index fell 0.6%, pressured by losses in miners as iron ore prices moved lower. Energy shares managed to post gains with oil up, which helped cushion the drop. Investors pulled back on risk as swings in commodity prices hit the Australian market.

ASX Slips As Miners Drag On Risk Appetite

Australia Looks to Push $4.5 Trillion Super Funds Into Nation-Building Projects

July 20, 2026, 9:32 PM EDT. Prime Minister Anthony Albanese’s government wants superannuation funds, holding about $4.5 trillion, to channel more capital into infrastructure, clean energy and other national priorities. The plan came up at the 10th superannuation lending roundtable, where the government described private retirement savings as a potential “national asset.” Westpac CEO Anthony Miller pushed back against Canberra steering how funds are put to work. Daniel Andrews, the state’s former premier, welcomed the idea for its focus on “sovereign capabilities.” Critics say directing more of these savings to government-backed projects could mean lower returns for retirees and amount to a hidden tax, a move often called “financial repression.” The government says this is about advancing the national interest, but some warn it puts personal retirement security at risk.

Now we know how the government will steal …

Trump Doubles Down on Election Claims as Markets Eye Inflation Risks

July 20, 2026, 9:31 PM EDT. Donald Trump said in a primetime speech he would declassify intelligence on election security, including claims of Chinese meddling and issues with voting machines, but experts have rejected these allegations. His approval numbers are down, with support showing up between 14% and 27% in various polls. Market analysts say political noise is running against the grain of long-cycle investing, pointing out that big multi-decade rallies like the 1980-2020 period under Paul Volcker at the Fed are rare. With economic swings in focus, some warn investors not to chase quick wins, since markets still snap back to the fundamentals like a “bungee-like” tether to the underlying economy.

A Blaze of Glorious Inflation

Berkeley Energia puts out first resource figures for Conchas critical minerals project

July 20, 2026, 9:30 PM EDT. Berkeley Energia published its first mineral resource estimate at the Conchas project in Spain, showing 11.8 million tonnes at 0.41% lithium oxide and 0.21% rubidium oxide. That adds up to about 49,000 tonnes of lithium and 25,200 tonnes of rubidium. The resource is still open at depth. The project, in the Central Iberian Zone and spanning 31 square km, is seen as a bulk tonnage open-pit target with good recoveries from flotation and magnetic separation. Lithium and rubidium are considered key minerals for tech and clean energy.

Berkeley Energia Posts Maiden MRE for Conc…

ASX Loosens Diversity Rules, Eyes Executive Bonus Changes

July 20, 2026, 9:29 PM EDT. The ASX has backed away from tougher diversity targets for listed firms. Now, companies won’t have to disclose board members’ sexuality, Indigenous heritage, or disabilities. The decision comes after complaints that complicated disclosure rules were keeping new companies off the exchange. Philip Lowe and his corporate governance team say they want simpler reporting. They’re also looking at changes to executive bonus structures. The new direction pulls back from the earlier, tighter proposals.

ASX backtracks on strict diversity targets…

Andean Silver (ASX: ASL) Gains After Cerro Bayo Discovery News

July 20, 2026, 9:28 PM EDT. Andean Silver Ltd (ASX: ASL) rose 1.6% to $1.86 Tuesday, bucking a 0.4% drop in the ASX All Ordinaries Index. The move comes after the company reported a new mineralised zone called Juanita Prospect at the Cerro Bayo Silver-Gold Project in Chile. Early samples hit bonanza grades, with silver equivalent at 62,663g/t. Management called Juanita a major new find, different from older vein-style deposits, with high-grade mineralisation over a broad area. Andean Silver is set for more mapping and drilling and holds $53.4 million cash for the next phase of work.

Why is this ASX All Ords silver share jump…

LSE Plans 24-Hour Trading From 2027, FT Says

July 20, 2026, 9:15 PM EDT. The London Stock Exchange will start overnight trading in the first half of 2027, according to the Financial Times, which cited LSE officials. The change is meant to create all-hours trading and may help boost access and liquidity for investors across time zones.

London Stock Exchange plans to launch roun…

Everest Metals (ASX:EMC) wins mining lease, native title deal at Revere Gold

July 20, 2026, 9:14 PM EDT. Everest Metals (ASX:EMC) has landed a mining lease for its Revere gold project in Western Australia’s Murchison, locking in coverage for the Big John resource and its 228,307-ounce gold estimate. The lease pushes Revere from exploration into the development phase, after Everest nailed down a Native Title agreement with the Yugunga-Nya People #2. The project now holds a maiden resource of 260,780 ounces, with open-pit potential and low strip ratios. Metallurgical work says the ore is free milling-good for gravity recovery. Environmental baseline checks didn’t turn up big risks. EMC is targeting Mining Development and Closure Proposal submission in the December 2026 quarter, and is keeping up drilling and studies to get Revere closer to production.

Everest takes development step with Revere…

ASX small caps jump, mining stocks trade higher on new deals

July 20, 2026, 9:13 PM EDT.ASX small caps traded higher, with G50Corp rallying 29%. Eagle Mountain Mining signed a non-binding agreement with Japan’s Nittetsu to look for minerals in Australia and North America. Energy Transition Minerals closed the Penouta mine buy in Spain, but still needs production restart approval. Everest Metals won a mining lease over Revere’s Big John, moving past key roadblocks. Evion Group landed mining permits for its Madagascar graphite, which should help it get funding. Green360 Technologies secured a 4,000-tonne supply contract at higher prices. Hillgrove Resources lifted copper output, which powered more cash coming in. Koonenberry Gold brought in $4 million to drill more in NSW. Omega Oil & Gas launched its biggest drilling run yet. Optiscan pushed ahead with clinical trials to test its cancer imaging tech in surgery.

Morning Feed: What’s cooking on the ASX?

Telix Pharmaceuticals (ASX: TLX) up 79% from February lows as revenue jumps, Regeneron deal signed

July 20, 2026, 9:00 PM EDT. Telix Pharmaceuticals shares advanced 2.5% to $15.48 on Tuesday while the ASX 200 slipped 0.6%. The stock has climbed 79.4% from its one-year low of $8.63 in February. Buyers have moved in off the back of 21% revenue growth year-on-year to US$247 million for Q2 2026, mainly from a 30% lift in Precision Medicine sales. Telix also locked in a partnership with Regeneron for work on radiopharmaceutical therapies. The company is now guiding for over US$1 billion in full-year revenue, up at the top of its range, and increased its 2026 R&D estimate to back clinical work. CEO Christian Behrenbruch pointed to strong dose volumes and PSMA imaging leadership, saying Telix is pushing ahead on high-value programs tied to future growth and returns for shareholders.

Up 79% since February, why are Telix share…

Hub24 (ASX: HUB) inflows hit record, funds under administration jump 20%

July 20, 2026, 8:59 PM EDT. Hub24 Ltd (ASX: HUB) said net platform inflows climbed 20% to a record $18.9 billion for the last financial year. Funds under administration rose 20% to $164.3 billion, split between $139.5 billion on the platform and $24.8 billion in portfolio services. Adviser numbers grew by 100 to 5,649. Hub24 kept the top spot for net inflows for ten straight quarters and lifted its market share to 9.9% as of March 2026, ranking sixth among platforms in Australia. Morgan Stanley called the stock undervalued and gave it a $120 target price, well above the $83.97 share price. The Federal Budget’s tax changes are expected to increase demand for advice and super, which should help growth.

This ASX financial services company has ju…

LSE to Start Night Trading Platform in 2027

July 20, 2026, 8:58 PM EDT. The London Stock Exchange is moving ahead with plans for a night trading platform, set to launch in the first half of 2027. The new venue will operate outside regular hours, running from 5 pm to 7:50 am London time with a 30-minute pause. It will focus on exchange-traded products, such as funds tracking UK and US stock markets, and will be separate from the main market. LSE said the shift aims to meet demand for more round-the-clock trading, especially from retail investors, as crypto and U.S. exchanges like Nasdaq and CME expand after-hours access. CEO Julia Hoggett said London’s timezone makes it a draw for global investors who want access to both UK and international assets.

London Stock Exchange plans to launch roun…

Hub24 (ASX:HUB) jumps on strong FY26 inflows, 20% FUA growth

July 20, 2026, 8:57 PM EDT. Shares in Hub24 Ltd (ASX:HUB) traded higher after the company posted a 20% lift in funds under administration, reaching A$164.3 billion for FY26. Platform net inflows came in at A$18.9 billion, and platform FUA grew 24%. Hub24, which provides investment and accounting tech, kept the top net promoter score in major surveys and lifted its market share to 9.9%. It rolled out a new lifetime retirement product with TAL in Q4 FY26. The company pointed to strong demand for financial advice, citing demographic trends and the mandatory superannuation system. Hub24 shares are down 20% over the past year, but management says they have a solid growth pipeline.

Hub24 (ASX:HUB) share price rises on 20% g…

WAM Income Maximiser (ASX: WMX) sets 0.66c fully franked October 2026 payout

July 20, 2026, 8:42 PM EDT. WAM Income Maximiser (ASX: WMX) said it will pay a fully franked monthly dividend of 0.66 cents per share for October 2026, matching previous payouts. Payment is due October 30. Ex-dividend date is October 19, with a record date of October 20. The DRP stays on, no discount offered, using VWAP over four trading days after the ex-dividend. Investors need to confirm DRP participation by October 22. Over the past year, WMX shares gained 4%, ahead of the ASX All Ordinaries’ 1%. Company keeps pushing steady income even as the market shifts.

WAM Income Maximiser announces fully frank…

Eagle Mountain (ASX:EM2), Nittetsu expand JV beyond Oracle Ridge, eye new projects

July 20, 2026, 8:41 PM EDT. Eagle Mountain Mining (ASX:EM2) has signed a non-binding MOU with Japan’s Nittetsu Mining, aiming to jointly look for new mineral assets in Australia and North America. The agreement takes their partnership beyond the Oracle Ridge copper project in Arizona and now includes targets like copper, zinc, nickel, lithium, and other precious metals. Eagle Mountain, which has a market cap of A$7.7 million and A$3.1 million in cash, stands to tap Nittetsu’s financial support and technical know-how as they look at possible deals. The MOU runs for 24 months with no binding commitments, giving both sides room to move on future projects. The shift cements their focus on metals used in energy transition, widening the scope from core base metals.

Eagle Mountain (ASX:EM2) extends the Nitte…

LSE plans 24-hour trading next year

July 20, 2026, 8:28 PM EDT. The London Stock Exchange (LSE) is set to start round-the-clock trading in 2024, the Financial Times said. The change is meant to open up market access and keep London in line with big exchanges running 24/7. Extended hours could bring in more global investors and lift liquidity. LSE made the move as more exchanges respond to calls for flexible trading times. Some traders are looking at what non-stop access might mean for volatility and market flow.

London Stock Exchange Plans To Launch Roun…

Evion Group (ASX:EVG) lands key mining permits for Maniry graphite, clearing last hurdle

July 20, 2026, 8:27 PM EDT.Evion Group (ASX:EVG) has secured mining permits for its Maniry graphite project in Madagascar, removing the last regulatory block for the operation. The new permits cover all main areas in the definitive feasibility study, backing a planned 21-year mine life and putting pre-tax NPV at US$263 million at 8% discount. Evion says Maniry is the EU’s only backed African graphite supplier, with the project supported by grants and in talks with the European Investment Bank and KfW. CEO David Round called the permits a key step that lets the company move closer to final investment approval and building the site. The plan targets initial output of 39,000 tonnes of graphite concentrate each year, going up to 60,000 tonnes. Capital needs for both phases stand near US$104 million, with payback forecast in 3.8 years.

Evion Group clears final regulatory hurdle…

Silver Mines DFS shows bigger Bowdens ore reserves, strong returns

July 20, 2026, 8:26 PM EDT.Silver Mines says its new definitive feasibility study for the Bowdens Silver Project in NSW has bumped up ore reserves to 47.9 million tonnes at 60.8g/t silver, or 93.5 million ounces. The DFS puts pre-tax NPV5% at A$1.04 billion, with an IRR of 31.5%, higher at spot silver. Bowdens is targeting 65.4 million ounces over an initial 16-year mine life, with a possible stretch to 26 years. Initial capex comes in at A$455 million and all-in sustaining costs at A$32.91 per ounce. Managing Director Jo Battershill pointed to community benefits and investor upside as the project heads toward regulatory sign-off.

DFS positions Silver Mines’ Bowdens as a p…

Sky Metals (ASX: SKY) pushes Tallebung closer to PFS as drilling lifts resource outlook

July 20, 2026, 8:25 PM EDT. Sky Metals (ASX: SKY) moved its Tallebung tin-tungsten-silver project forward in New South Wales, with more than 500 drill holes tightening up the resource data. The new Mineral Resource Estimate forms the base for a pre-feasibility study now pencilled in for late July. Notable drilling returns include 23m at 1.14% tin, with some intercepts found outside the current resource zone. Sky has lodged a Scoping Report for NSW State Significant Development status, kicking off the Environmental Impact Statement phase. Environmental studies and talks with stakeholders are running now. The company is looking at permitting, more feasibility work, and funding paths-offtake deals included. Over at Doradilla, Sky also plans drilling on an exploration target up to 15Mt at up to 0.42% tin. The company is working to build out and de-risk its tin-tungsten portfolio.

Sky Metals Advances Tallebung toward Pre-F…

Aeris Resources Lifts Tritton Ore Reserves to 10Mt After New Resource Updates

July 20, 2026, 8:10 PM EDT. Aeris Resources (ASX: AIS) has bumped up its Tritton ore reserves to 10 million tonnes, more than four times higher than before, holding about 180,000 tonnes of copper. Its mineral resource also climbed 70% to 33 million tonnes at 1.7% copper, taking in more from Mallee Bull, Wirlong and new Constellation reserves. Underground diamond drilling in FY26 will be three times what it was, adding more than 2 million tonnes to resources. These bigger numbers will back a new life of mine plan and production target out in H1 FY27. Nine of the ten deposits can still grow. Aeris will push more drilling work in FY27 as it chases more resources and sticks to its hub strategy using existing processing plants.

Aeris Resources Quadruples Tritton Ore Res…

ASX Set to Fall as Higher Oil Prices Rattle Markets

July 20, 2026, 8:09 PM EDT. ASX is on track to start 36 points, or 0.4%, lower with oil prices climbing on fresh Middle East tensions. The jump in crude has put pressure on global markets and made investors more cautious. Traders see a choppy session ahead, with futures showing weaker sentiment. Markets are also dealing with worries over inflation and changing policy signals.

The Morning Catch-Up: ASX set to fall as M…

ASX Healthcare Sector Climbs 20% in a Month as Pro Medicus, Telix, CSL Draw Attention

July 20, 2026, 8:02 PM EDT. The ASX healthcare sector jumped about 20% this month after a rough stretch that saw shares sink 39% to a nine-year low. Bargain buying from institutional investors and fresh contracts have lifted the sector. Pro Medicus (ASX: PME) jumped after winning new deals, with Morgans and Citi both positive on the stock. Telix Pharmaceuticals (ASX: TLX), focused on cancer radiopharmaceuticals, rose with a new partnership with Regeneron and more FDA news coming, and guidance for FY26 revenue nearly $950 million. CSL Ltd (ASX: CSL) plunged over the year but still stands out as the sector works its way back.

Top 3 ASX healthcare stocks to watch

Bell Potter Sees 50% Upside at Regis Resources After Sharp Slide in ASX Gold Stock

July 20, 2026, 8:01 PM EDT. Regis Resources Ltd (ASX: RRL) is looking to bounce back after shares dropped more than 40% from their March highs above A$9.40 to around A$5.65, hit by weaker gold prices and changing sentiment. Bell Potter kept its buy call while raising its target to A$8.45, which points to nearly 50% upside. The broker pointed to an upgrade in FY27 output guidance to 360,000-400,000 ounces, plus Regis’s debt-free, unhedged status. The firm’s valuation took a hit from higher costs, steeper diesel prices, and more capex. VanEck and others say the ASX’s gold companies look attractive after the selloff, betting on a comeback for gold miners.

Broker jumps on board this quality ASX gol…

Alkane Resources (ASX:ALK) Sets Maiden Dividend After Quarterly Cash Jump

July 20, 2026, 8:00 PM EDT.Alkane Resources Ltd (ASX:ALK) said it will pay a first-ever fully franked dividend of 2 cents a share after cash reserves jumped to $432 million. The ASX-listed miner booked quarterly output at 42,491 ounces gold equivalent, with all-in sustaining costs at $3,011 per ounce. Full-year production hit 168,337 ounces. Alkane projects FY26 output between 163,000 and 177,000 ounces at costs of $2,900-$3,200. Managing director Nic Earner pointed to a strong quarter, citing free cash flow of $174 million and balance sheet assets, including cash, bullion and investments, at $454 million. The company said recent drilling at Costerfield found new high-grade antimony and gold. Alkane’s market cap is $1.78 billion.

This ASX gold miner has just proposed a ma…

HUB24 (ASX: HUB) lifts FUA to $164.3B on record $18.9B net inflows, plans AI advice launch

July 20, 2026, 7:59 PM EDT. HUB24 Ltd (ASX: HUB) posted $18.9 billion in net inflows for FY26, up 20% from last year, pushing Funds Under Administration to $164.3 billion. Platform FUA was up 24% at $139.5 billion, with adviser numbers rising 11% to 5,649. The group kept the top Net Promoter Score and has led net inflows for ten straight quarters. HUB24’s market share is now 9.9%, ranking it sixth by FUA in Australia. The firm says it will keep up spending on innovation, including a new AI advice tool called ‘myhub’ set for a pilot in FY27. Shares of HUB24 are down 18% over the last year, trailing a 1% gain for the S&P/ASX 200 Index.

HUB24 earnings: Record $18.9bn net inflows…

Woolworths (WOW) Share Price Up 33.6% in 2025 as Staples Stocks Draw Investors

July 20, 2026, 7:57 PM EDT. The Woolworths Group Ltd ASX:WOW share price is up 33.6% in 2025, as investors look to consumer staples stocks. Woolworths runs more than 3,000 stores across Australia and New Zealand and holds a 35%+ share in Australian groceries. Steady dividends, with the yield usually above 3%, pull in income investors who want stability when markets get rough. Investors tend to favor companies like Woolworths for their resilience during downturns, more stable trade, and pricing leverage with large market share. The ASX Consumer Staples Index has lagged the ASX 200 over five years, but Woolworths’ size and steady earnings keep it appealing for those after consistent income and lower risk.

WOW share price: why investors like consum…

Contact Energy (CEN.NZ) June 2026 Sales Up, Renewables Investment Ongoing

July 20, 2026, 7:55 PM EDT. Contact Energy Ltd posted higher electricity and gas sales for June 2026, with mass market electricity and gas volumes at 495 GWh versus 410 GWh a year ago. Contracted wholesale electricity sales climbed to 1,056 GWh from 810 GWh. Electricity generation increased to 1,101 GWh. Unit generation cost dropped to $38.16 per MWh from $54.27. The company plans a $1.5 billion spend through 2028 on solar, geothermal, and battery storage projects. Hydro storage stays above average, helping output. Shares are down 6% over the year, but Contact is keeping focus on renewables and cost cuts in stable demand.

Contact Energy June 2026 earnings: Sales r…

NEXTDC (ASX: NXT) keeps FY26 outlook steady, forward order book jumps

July 20, 2026, 7:53 PM EDT. NEXTDC Ltd (ASX: NXT) said contracted utilisation rose 11% to 740MW as new customer contracts came in. The forward order book moved up to 565MW and is due to convert to billing and revenue between 2026 and 2030. FY26 guidance for net revenue, underlying EBITDA and capital spending is unchanged. NEXTDC points to a stable earnings view and strong contract wins, with demand for data centre and cloud services growing in Australia and Asia. Still, shares lost almost 7% over the past year, trailing the S&P/ASX 200, up 1.5%. Investors are watching how management follows through on growth plans as industry trends shift.

NEXTDC share price on watch as contracted …

Three ASX 200 names down over 30% this year could lure bargain hunters

July 20, 2026, 7:51 PM EDT. Shares in REA Group Ltd (ASX: REA), Life360 Inc (ASX: 360), and DroneShield Ltd (ASX: DRO) have each fallen more than 30% over the last year. REA Group dropped about 33%. Its realestate.com.au business still leads in property listings in Australia, and management is betting on more growth in areas like finance products and agent services. Life360’s family safety app, with 97.8 million monthly users, saw shares slip around 31%. The company posted $19.7 million in ad revenue last quarter and has a few possible growth levers. DroneShield, off nearly 38%, supplies anti-drone systems as demand grows with new security threats. Volatility around property and the economic outlook hasn’t helped. But steep declines like these may appeal to value-focused buyers.

3 ASX 200 shares down over 30% that I'd bu…

Money Saving Moves That Can Add Up Over Time

July 20, 2026, 7:49 PM EDT. Sticking to good saving habits is essential for building lasting wealth. Automating savings, keeping a lid on big costs like rent or cars, and using tools to monitor spending all help. Instead of spending tax refunds or bonuses, sock away part of that cash. With inflation in mind, many look to low-fee index funds like Vanguard Australian Shares Index ETF (ASX: VAS) or BetaShares Australia 200 ETF (ASX: A200), which have shown returns near 8.2% per year. Putting dividends back to work and letting compounding do its job can make a difference. None of this takes expert skills-discipline and a simple approach are what matter for anyone looking to hold onto wealth for the long term.

Best money saving techniques to build long…

Energy Security in Focus as Defense and Infrastructure Stocks Move

July 20, 2026, 7:47 PM EDT. Renewed tensions between Iran and the US are moving defense and aerospace stocks, as traders eye sanctions and oil supply headlines. Spirax Group LSE:SPX, a UK name focused on steam and thermal management, gets a boost from the energy efficiency push, but it also has to contend with a heavy debt load and currency shifts. Fluence Energy (FLNC) provides battery storage and grid software for utilities managing renewables and grid stability. Both stocks tie into the need for secure energy and new infrastructure, showing how defense-themed trades connect to geopolitical news and shifting market risk.

3 Defense Stocks Linked To Energy Security…

Chasing $12,000 a Year from ASX Dividend Shares

July 20, 2026, 7:45 PM EDT. Australian investors looking for passive income might aim to generate $12,000 a year from ASX dividend shares. How much you need depends on the yield. At 3%, that’s about $400,000 put to work. At 6%, the required amount drops to $200,000. Pushing for higher yields cuts the capital, but risk often goes up. Some pros say spread bets across sectors-mix some middle and high yielders to strike a balance between income and risk. These figures are before tax, and franking credits aren’t counted. Dividends can shift as company profits and payouts move, so income isn’t locked in and investors need to monitor their positions.

These ASX shares could generate $12,000 pe…

ASX REITs Trade at Big Discounts, Dividends Look Strong

July 20, 2026, 7:43 PM EDT. Australian economic shifts, tax changes and higher interest rates have hit investment sentiment on the ASX, but some real estate investment trusts are drawing attention. Centuria Industrial (CIP), Dexus Industria (DXI), Rural Funds Group (RFF), and Charter Hall Long WALE (CLW) all screen as value plays with income. These REITs are trading at discounts to their net asset values-between 21% and 28%-and offering yields from 5.3% to 6.9%, topping what’s available from term deposits right now. Industrial names are seeing pickup from e-commerce and supply chain shifts, while Rural Funds offers farmland rents that are inflation-linked. Charter Hall holds a spread of assets, with rents set or pegged to inflation. The discounts may narrow if rates drop. Income investors still have options in commercial property, with net rental yields outpacing what’s on offer for residential.

What's not to love about these discounted …

ASX ETFs Beginners Are Watching in July

July 20, 2026, 7:41 PM EDT.Beginner investors are finding it easier to build a portfolio on the ASX with exchange traded funds (ETFs). For July, names like Vanguard MSCI Index International Shares ETF (VGS) stand out for global reach, while Vanguard Australian Shares Index ETF (VAS) covers the local market. Betashares Nasdaq 100 ETF (NDQ) aims at big US tech, Betashares Global Cybersecurity ETF (HACK) targets the cybersecurity trend, and VanEck Morningstar Wide Moat ETF (MOAT) looks for companies with strong market positions. These picks are catching the eye of newcomers looking for broad or thematic exposure.

5 ASX ETFs for beginner investors in July

Andean Silver (ASX: ASL) finds high-grade silver-gold at Cerro Bayo Juanita prospect

July 20, 2026, 7:39 PM EDT. Andean Silver Ltd (ASX: ASL) reported a new silver-gold discovery at its Cerro Bayo Project in Chile, with surface samples from the Juanita prospect reaching up to 62,663g/t silver equivalent. The breccia zone at Juanita runs for 2 kilometres and is over 18 metres wide. This sits outside the current 136Moz silver equivalent resource at Cerro Bayo. Andean Silver said it has $53.4 million cash. The company plans more mapping and drilling here to add resources, with a goal of starting production by late 2027. The Juanita prospect is the third big target at Cerro Bayo, leaving open the chance for more resource growth. Shares are up 31% over the past year, ahead of the ASX All Ords, as investors look to future development.

Andean Silver Bonanza silver-gold unearthe…

Future Generation Australia Ltd (ASX: FGX) trades as high-yield ASX pick for retirees, targeting 8% grossed-up dividend in 2026

July 20, 2026, 7:25 PM EDT. Future Generation Australia Ltd (ASX: FGX) trades as a dividend-focused pick on the ASX, pitched to retirees looking for a steady payout and some diversification. The LIC invests through several fund managers and holds more than 430 businesses, many of them smaller names outside the S&P/ASX 300. FGX is pointing to a grossed-up dividend yield of 8% in 2026, helped by franking credits. That tops most term deposits and blue chips. Dividends have gone up each year since 2015, backed by a profit reserve of 41.8 cents a share, suggesting it could keep growing the payout. FGX trades on the combination of yield, diversity, and dividend track record for income-focused investors.

Why this ASX dividend share is a retiree's…

Telix Pharmaceuticals (ASX: TLX) lifts Q2 2026 revenue 21%, keeps $1B+ full-year view

July 20, 2026, 7:23 PM EDT. Telix Pharmaceuticals Ltd (ASX: TLX) reported group revenue of US$247 million for Q2 2026, up 21% year on year, with Precision Medicine sales up 30%. The company kept its full-year revenue forecast above US$1 billion. Milestones this quarter included a global Phase 3 prostate cancer trial aligned with the FDA and a new deal with Regeneron, bringing in a US$40 million upfront payment. R&D spending is set to rise to US$230-270 million. CEO Christian Behrenbruch pointed to strong U.S. dose volume growth and steady progress on clinical and regulatory goals.

Telix Pharmaceuticals: Q2 2026 revenue jum…

First Home Buyers Leverage Dual Government Scheme for Bigger Deposit

July 20, 2026, 7:07 PM EDT. First-time buyers can tap two government programs to build a larger deposit, with savings reaching $50,000. Under the plan, a $1,000 personal super contribution gets a $500 government co-contribution, giving a 50% return in a tax-protected account. Usually, super savings are locked until 60, but the First Home Super Saver Scheme (FHSSS) lets buyers pull out personal contributions and earnings-up to $50,000-for their deposit. The government co-contribution stays for retirement. The setup combines tax perks and compounding, helping young buyers stockpile more over ten years and ease the hit of their first purchase.

Using the ‘Double Whammy’ to Buy a House

CSL and Telstra Shares Weighed by Investors on Value, Income

July 20, 2026, 6:54 PM EDT. CSL Ltd and Telstra Group Ltd draw different types of investors. Telstra changes hands around $5.07, with a forward P/E near 25.6 for 2026. The telco brings in steady income, gets a lift from strong mobile revenue, and has benefited from price hikes and lower costs-making it a pick for those seeking a defensive spot. CSL trades around $122.61, trading on about 14.9 times 2026 earnings. CSL recently cut its outlook and is still wrestling with integration issues, but has a large plasma network and rising demand for its therapies, feeding a longer-term growth case. Telstra looks steady. CSL carries execution risk but offers a discount if things turn. Investors need to decide if they want income now or value that could rebound down the track.

CSL vs Telstra shares, which should I buy?

How Many Westpac (ASX: WBC) Shares for $1,000 in Passive Income by 2027?

July 20, 2026, 6:52 PM EDT. Westpac Banking Corp (ASX: WBC) is tipped to pay a $1.55 per share dividend for FY27, with yields at 4.2% before tax credits and 6.1% with franking. That means investors would need 646 shares for $1,000 in dividends if franking isn’t counted, or 452 shares if it is. At current prices, that’s around $23,600 or $16,500 to hit the target. While Westpac’s dividend outlook holds steady, analyst calls are still cautious: none of the eight tracked analysts rate it a buy, and the average price target sits about 10% under where shares are now. Westpac trades near 18 times projected FY26 earnings, showing some caution from investors.

How much must I invest in Westpac shares t…

ASX 200 Seen Lower After S&P 500, Nasdaq Drop; Big Tech Results Eyed

July 20, 2026, 6:50 PM EDT. The ASX 200 is on track to open down as the S&P 500 and Nasdaq both slipped overnight. Investors pulled back after earlier gains, with traders waiting for earnings from major tech names. Big Tech reports are expected to steer sentiment in equities, and the market remains sensitive to earnings news.

Morning Wrap: ASX 200 to fall, S&P 500 and…

Oil Market Exposed as Iran Tensions Hit With Reserves Down

July 20, 2026, 6:34 PM EDT. Oil is looking more exposed as its main safety nets shrink. Strategic reserves are down, commercial inventories are thinner, and China’s stockpiles have dropped off. These weaker buffers come as tensions flare up again in Iran, leaving traders with less protection against supply hits and raising worries over price swings and supply risks in global energy.

Oil Market Loses Its Safety Net as Iran Co…

Andromeda Metals (ASX:ADN) trims cash burn by 11%, has 12 months runway left

July 20, 2026, 6:19 PM EDT. Andromeda Metals (ASX:ADN) ended December 2025 with AU$10 million in cash and zero debt. The explorer’s cash burn over the past year ran at AU$9.7 million, giving it about a 12-month runway. The company booked no revenue last year. Management cut its annual cash burn by 11%, signaling tighter control on spending. Market cap stands at AU$37 million, so the cash burn comes to 26% of that. If it needs to raise more through shares, current holders face dilution risk. With high cash outflow and little income, ADN’s progress on funding and operations will be key for investors.

Will Andromeda Metals (ASX:ADN) Spend Its …

BHP (ASX: BHP) Dividend Yield Climbs as Shares Drop Over 10%

July 20, 2026, 6:18 PM EDT. BHP Group Ltd (ASX: BHP) is now trading with a 5.4% forward yield including franking credits after the stock lost more than 10% since mid-June. The miner is guiding for an A$2.148 per share dividend in 2026. Copper output is forecasted lower by FY28, and iron ore production could dip in FY27. Most brokers are on hold-12 out of 14-citing a target at A$59.08, not much higher than the current price. The dividend looks strong, but with these share levels and production risks, BHP doesn’t stand out versus other ASX yield names.

Is the BHP share price a buy for its 5% di…

ANZ Share Price Tracks Below Sector PE, DDM Offers Another Take

July 20, 2026, 6:12 PM EDT. ANZ Banking Group shares traded at $36.13, with full-year 2024 EPS of $2.15. That puts its PE at 16.8 times, trailing the banking sector’s average of 19. A sector PE multiple on ANZ’s EPS would price the stock at $40.03, pointing to some undervaluation. Investors look at banks like ANZ, Westpac, NAB and CBA for their stable dividends and franking credits. Dividend discount models give a second view on what bank shares are worth, discounting expected payouts to today. Both earnings multiples and dividend yields matter for anyone weighing banks as the market bounces back from COVID.

Value the ANZ share price using its divide…

ASE Technology Holding ASX Slides 3.9%, GF Score at 73

July 20, 2026, 6:10 PM EDT. ASE Technology Holding Co Ltd ASX dropped 3.9% to $36.90 on July 20, 2026, trading between $9.30 and $XX.XX over the past year. The company’s GF Score is 73. That score rates growth and financial health. Some investors see the number as a moderate signal with the stock moving around lately.

ASE Technology Holding Co Ltd (ASX) Shares…

Santos Ltd ASX:STO jumps 27.5% in 2025; Transurban Group ASX:TCL moves off lows

July 20, 2026, 6:08 PM EDT. The Santos Ltd ASX:STO share price has climbed 27.5% in 2025. Transurban Group ASX:TCL has gained 11.6% from its 52-week low. Santos is one of the largest oil and gas players in Australia and is under scrutiny for its climate plan. It aims for net-zero operational emissions by 2040, leaving out Scope 3. Transurban runs 22 toll roads across Australia, Canada and the U.S., pulling in cash from road tolls. Dividend yield is one valuation shortcut: Santos pays 4.74% right now versus a five-year average of 4.64%, but its dividend has dropped lately. Transurban offers a 4.19% yield, running higher than its long-term 3.64%. Models like DCF and Dividend Discount are suggested for more detailed work.

An easy way to value STO and TCL shares

PYC Therapeutics taps Thomas Ulmer as CFO, shareholders weigh next moves

July 20, 2026, 6:06 PM EDT. PYC Therapeutics (ASX:PYC) has hired Thomas Ulmer as Chief Financial Officer. Ulmer, who has a two-decade record in biotech and healthcare finance, was part of Immatics N.V.’s NASDAQ debut. His background could help PYC manage capital markets as it continues clinical trials and regular equity raises. Ulmer steps in as the company reports ongoing losses and dilution risk for holders, but his arrival might steady nerves around funding and oversight. PYC shares trade across a big range, showing the uncertainty tied to its RNA pipeline and execution. Investors are focused on the pipeline’s clinical progress, balance sheet plans, and watch for more dilution-three things likely to define the stock’s path from here.

What PYC Therapeutics (ASX:PYC)'s CFO Appo…

BHP up 62% for FY26, but brokers see limited upside from here

July 20, 2026, 6:04 PM EDT. BHP shares climbed 62% in FY26 on higher copper and iron ore prices and as mining stocks stayed in demand. The company now gets more than half its EBITDA from copper, with electrification lifting demand and BHP holding the top spot in global copper. Broker forecasts call for only slight gains ahead, with target prices near $61. The dividend sits at about 3.6% and the balance sheet stays strong with low net debt. Investors are watching for updates on cost overruns at Jansen potash and possible strikes at Pilbara iron ore. BHP’s FY26 results are out 18 August.

BHP shares soared 62% in FY26. Can they ke…

Washington H. Soul Pattinson (ASX: SOL) and Future Generation Australia (ASX: FGX) lift dividends, draw steady income seekers

July 20, 2026, 6:02 PM EDT. Washington H. Soul Pattinson (ASX: SOL) and Future Generation Australia (ASX: FGX) have kept up steady dividend growth. WHSP has lifted its dividend every year since 1998 and has paid out for more than 120 years. Its current yield is 3.4%, counting franking credits. The group invests across energy and financials. Future Generation Australia, which gives access to more than 400 shares through external fund managers with no management fees, has bumped its dividend each year since 2015. It is forecasting an 8% yield with franking by 2026. Both are on the radar for income-focused buyers, but there’s no guarantee payout growth continues.

Are these the best 2 ASX dividend shares f…

EU Hits AliExpress With €550 Million DSA Fine Over Banned Goods

July 20, 2026, 5:48 PM EDT. AliExpress was hit with a €550 million ($629 million) fine by the EU for not stopping illegal, unsafe, and counterfeit products from being sold on its platform, breaking Digital Services Act rules. Regulators cited not enough staff, no real penalties for rule-breaking traders, and pushing illegal listings until they were taken down. The European Commission gave AliExpress until October 20 to submit a plan to fix the problems. AliExpress plans to appeal the penalty, calling it “disproportionate.” The fee is the biggest DSA fine so far, after smaller penalties against platforms such as Temu and X for similar issues.

AliExpress hit with record EU fine

Firewood Moves Big Volumes for Peter Chauncy as Business Spans Four States

July 20, 2026, 5:47 PM EDT. Peter Chauncy turned his firewood side hustle into a multi-million-dollar operation after drought and bushfires hit his Southern Highlands farm. He started out 40 years ago to fill a financial hole. Now he ships about 1 million bags a year to 3,000 points of sale across NSW, Queensland, Victoria, and South Australia. It began with knocking on doors in Sydney, grew into supply deals with big franchise chains. The family business moves up to 300 tonnes of wood a day using a big logistics setup. Chauncy’s yellow firewood bags have become common in households around Australia.

Firewood side hustle sparks multi-million-…

ASX: GYG and GARP ETF tipped as buys to hold for next 10 years

July 20, 2026, 5:46 PM EDT.Guzman Y Gomez Ltd (ASX: GYG) and the Global X S&P World Ex Australia GARP ETF (ASX: GARP) are flagged as long-term picks on the ASX. GYG runs a quick-service restaurant business and wants to hit 1,000 Australian locations in the next 20 years, with a focus on lifting sales both here and in Asia. In FY26 Q3, local network sales jumped 19.7% to $320.4 million and Asia was up 15%. The company expects EBITDA profits to climb 29% to $85 million. GARP ETF buys global companies using a GARP approach-so it looks for growth, reasonable P/E ratios, and strong balance sheets with decent returns on equity. Both stocks are pitched as bets for investors looking for growth and good value over the long run.

2 top ASX shares to buy and hold for the n…

WHSP Holdings ASX:SOL lifts EPS, insiders hold $936m stake

July 20, 2026, 5:38 PM EDT. WHSP Holdings ASX:SOL boosted earnings per share by 22% a year on average over the last three years. EBIT margins jumped 16 points to 59% in the past year. The group has a market cap sitting at AU$17 billion. Insiders own AU$936 million of stock, tying management to shareholders. Some revenue details are complex but the strong profit and margin growth put WHSP in focus for long-term investors, especially with the market chasing loss-making names.

Is Now The Time To Put WHSP Holdings (ASX:…

$3,000 goes into 3 high-yield ASX LICs as investor looks for strong dividends

July 20, 2026, 5:36 PM EDT. An investor put $3,000 into three ASX-listed LICs: MFF Capital Investments (ASX: MFF), WCM Global Growth (ASX: WQG), and L1 Long Short Fund (ASX: LSF). The funds invest across global and local shares, targeting double-digit returns and growing dividends. All three lifted dividends by at least 10% year-on-year. MFF’s estimated grossed-up yield for FY27 is 6.9%, WCM at 7%, L1 at 5.1%. The investor expects more dividend growth and better yields, and thinks the picks could top the S&P/ASX 200 Index (ASX: XJO) over time.

Why I just invested $3,000 in these 3 ASX …

3 ASX shares for income: yields above 5%

July 20, 2026, 5:34 PM EDT.Income investors looking at ASX stocks can find three names with dividend yields above 5%, according to analysts. Citi has a buy on Charter Hall Long WALE REIT (ASX: CLW), setting a $4.10 target and citing yields near 6.9% backed by inflation-linked rents. Bell Potter likes Harvey Norman (ASX: HVN), also on buy with a $6.00 target, saying yields could land between 6.5% and 6.9% even as FY 2027 looks tough. Morgans backs Universal Store (ASX: UNI) at a $9.50 target, forecasting 5.4% to 6.2% yield on solid sales and brand momentum. The picks aim for steady dividend income as market volatility continues.

3 ASX dividend shares to buy with 5%+ yiel…

Q2 2026 UK Market Update: Public and Private Market Shifts

July 20, 2026, 5:32 PM EDT. The Q2 2026 UK Market Snapshot points to changing macroeconomic and microeconomic factors shaping both public and private markets. The summary tracks moves in investment, corporate results, and key economic measures. Investors and analysts get a fresh read on UK conditions heading into mid-2026.

Q2 2026 UK Market Snapshot

ASX Set to Fall as Wall Street, Europe Weaken Before Tech Results

July 20, 2026, 5:30 PM EDT. ASX 200 futures slipped 1.08% before Tuesday’s open after US markets dropped overnight. The Dow fell 0.59%, S&P 500 gave up 0.19%, and the Nasdaq edged lower by 0.05%, with strength from chips but pressure from tech earnings risk and Iran worries. Slight losses for Europe, too. Brent crude climbed 0.93%, gold eased 0.23%. Bitcoin was up 0.96%. On the ASX, Spartan Resources-backed Mammoth Minerals and other gold explorers are in focus, while ADX Energy, Aguia Resources, Codeifai, and Peninsula Energy all halted for capital moves and reviews. The market faces another choppy open as traders weigh global risks.

Rise and Shine: Everything you need to kno…

ASX seen falling as US trades flat; $157bn Paramount-Warner Bros merger put on hold

July 20, 2026, 5:17 PM EDT.Wall Street drifted overnight, with the S&P 500 off 0.2%, the Dow down 0.6%, and the Nasdaq steady. AI sector stocks were mixed. Nvidia inched up 0.2% after dropping earlier. Advanced Micro Devices picked up 1.6% on news of a broader AI tie-up with Microsoft. ASX futures pointed 0.4% lower for the open. AMC Entertainment surged 26.8% after beating revenue forecasts. Domino’s Pizza added 2.1% on strong spring sales. A judge halted the $157 billion Paramount-Warner Bros merger, clouding the deal’s outlook. Investors are watching for results from Alphabet and top AI names as high valuations weigh on profit hopes.

ASX set to slide, Wall Street steadies; Ju…

Cheap ASX shares catch Buffett value traders' eye

July 20, 2026, 5:15 PM EDT. A pullback in some ASX shares has pushed prices well under old highs, making value traders take a closer look. Warren Buffett’s value filter is in play: just a low sticker price isn’t enough, but it can mean a buy if the business stacks up and looks set to bounce back. Treasury Wine Estates (TWE) hit trouble in the US but still leans on strong brands and Asian markets for growth. Temple & Webster (TPW) keeps riding the online retail trend, despite swings in demand. WiseTech Global (WTC) gets heat on governance and deals, but still runs key logistics infrastructure and has room to push ahead with AI. Even CSL (CSL) and Cochlear (COH) are showing value after drops, making high-quality names look cheap as sector headwinds drag on.

I'd listen to Warren Buffett and buy cheap…

Entropy Neurodynamics (ASX:ENP) gets South African patent backing psilocybin fibromyalgia therapy

July 20, 2026, 5:13 PM EDT. Entropy Neurodynamics (ASX:ENP) landed a South African patent (No. 2025/01722) that protects its psilocybin and psilocin-based treatments for fibromyalgia into 2043. The coverage includes methods, dosing, patient selection, and clinical frameworks. Fibromyalgia remains tough to treat, affecting millions, with the South African market estimated at $1.9 billion in 2025. CEO Jason Carroll said the patent adds to Entropy’s IP and expands its commercial moat as it develops new psychedelic therapies, including IV-infused psilocin TRP-8803. Entropy is strengthening its international IP push as it looks for long-term upside in psychedelic medicine.

Entropy granted South African patent for p…

Heavy Rare Earths (ASX:HRE) says Subron project may help supply AUKUS submarine material

July 20, 2026, 4:58 PM EDT. Heavy Rare Earths (ASX:HRE) says its Subron project in Western Australia has significant high-grade rare earth oxide mineralisation. The company reports about 12.9km of heavy rare earth oxide (HREO) strike length, with a key 42% HREO ratio and an 8m intercept showing 3,057ppm total rare earth oxides (TREO). The ore is rich in terbium and dysprosium, two elements needed for the AUKUS submarine push. Subron sits near Perth’s submarine maintenance hub, a logistics boost. CEO Jason Barnett said the project’s 579ppm HREO average grade stands above most rare earth finds. More tests, including metallurgical work, continue to check process rates and support Subron’s spot in the AUKUS defense supply chain.

Could this rare earths project power AUKUS…

Heavy Rare Earths (ASX:HRE) CEO talks Subron project review, unlocking value

July 20, 2026, 4:57 PM EDT. Heavy Rare Earths (ASX:HRE) CEO Jason Barnett gave an update on its Subron project, saying the high heavy rare earths content sets it apart. Barnett said the strategic review is focusing on resource optimisation and metallurgical tests as the company works to get more value from the project. He pointed to several near-term investor catalysts as work goes on. Heavy rare earths are key materials in advanced tech, so the project stays in the supply chain spotlight. The company says it’s looking to grow Subron’s value as demand in the sector rises.

Long Shortz with Heavy Rare Earths: Unlock…

BHP (ASX: BHP) Named Best Mining Stock on ASX

July 20, 2026, 4:43 PM EDT. BHP Group Ltd (ASX: BHP) is seen as the leading Australian mining stock, thanks to steady cash flow from its iron ore business that covers dividends and project spending. Copper is expected to make up 51% of BHP’s earnings by early FY26 as demand grows with more renewables and bigger infrastructure builds. BHP is also moving ahead with its Jansen potash project in Canada, targeting first production in 2027, even after facing higher costs and project delays. BHP’s size and strong balance sheet, along with a mix of different commodities, are seen as giving it more stability and growth options than its smaller rivals.

Why I think BHP is the best ASX mining sha…

Brokers Pick 4 ASX Stocks for Over 40% Upside

July 20, 2026, 4:42 PM EDT. Brokers are pointing to four stocks as possible big winners, each tipped for returns above 40%. SpaceX (NASDAQ: SPCX) dropped 5.4% to $123.99, but UBS is sticking to its $210 target, saying the company leads in space and AI, though only Starlink is profitable. Morgan Stanley likes Hub24 Ltd (ASX:HUB), putting a $120 target on the stock, now at $84.95, and citing strong net flows and expected more demand for financial advice after the federal budget. At Bell Potter, analysts say Wisetech Global Ltd ASX:WTC faces some near-term risks but still see the company hitting its FY26 guidance. Bell Potter also likes the move to appoint Raelene Murphy as chair and has a $71.75 price target. The recommendations come in a volatile market with brokers looking for opportunities for risk-tolerant investors across different sectors.

4 ASX share tips from 4 brokers, for retur…

Wharton Study Says Narcissistic Leaders Push Back on Remote Work

July 20, 2026, 4:29 PM EDT. A six-year Wharton study, with Adam Grant as one of the researchers, found that narcissistic leaders are more likely to fight remote and hybrid work. The team looked at over 1,000 execs and managers and said narcissism stood out as a factor because some leaders want more power and status. They used things like how big a CEO’s signature is, how prominent CEO photos are, and psychology surveys including the ‘short dark triad’ to spot narcissism. Experimental evidence also showed that when leaders were primed to act narcissistic, they pushed harder against remote work. The findings point to issues for flexible work policy when these types of bosses are in charge.

Why 'narcissist' bosses are more likely to…

Forrest's $190m buy in EQ Resources sends ASX tungsten stocks higher as supply focus grows

July 20, 2026, 4:28 PM EDT. Andrew Forrest’s $190 million move into EQ Resources sent the ASX tungsten producer up 34%, putting fresh attention on the metal as China maintains its grip on supply with an 80% market share and tight export controls. Tungsten is key for industries like defence, electronics, aerospace and semiconductors, but Western alternatives like EQ Resources, Tungsten Mining, and Almonty Industries are rare. With its strength and heat resistance, tungsten is marked critical by governments across the EU, US, Japan, Korea, and Australia. Forrest’s investment highlights the push to secure non-Chinese sources as Australia looks to manage risk in tech supplies tied to the metal.

Twiggy’s $190m ASX tungsten bet sparks fre…

Dimerix Buys Kidney Drug, Lines Up Funding for Trials

July 20, 2026, 4:27 PM EDT.Dimerix (ASX:DXB) has picked up DMX-652, a UK-developed kidney drug aimed at treating acute kidney injury (AKI) after heart surgery, paying $7.2 million up front. The candidate, which is ready for phase II, comes with safety data and adds to its pipeline alongside main program DMX-200, already in a global phase III FSGS study. The company has secured $80 million from five backers to support the DMX-200 trial. CEO Nina Webster said the DMX-652 deal followed a global search across 140 assets and “extensive due diligence.” Dimerix also landed a $10 million loan with an option to access another $40 million non-dilutive to run both trials. AKI comes out of oxygen loss to the kidneys in bypass cases, leading to mitochondrial injury and higher risk of death.

Biocurious: In its quest for the “perfect”…

ClearVue (ASX:CPV) Pushes Solar Smart Glass in Urban Buildings

July 20, 2026, 4:26 PM EDT.ClearVue Technologies (ASX:CPV) is pushing its solar smart glass as developers look to cut carbon in city buildings. The company’s tech integrates solar into façades and rooftops, generating power and helping to reduce operational emissions. ClearVue says its glass meets global certification standards for durability. The market for solar glazing is expected to jump from US$22 billion in 2026 to almost US$100 billion by 2034. Recently, ClearVue raised A$5 million and landed A$3 million in R&D backing from RiverFort Global. Building-integrated photovoltaics, or BIPV, is picking up in high-rises as cities tighten energy rules. ClearVue’s Thermal Management Junction Box aims to keep the solar panels running efficiently. The company says using smarter materials could help lower embodied carbon in construction.

The race to decarbonise the world’s cities…

CAR ASX:CAR Drops, SOL ASX:SOL Near High—How They Stack Up for Value 2026

July 20, 2026, 4:12 PM EDT. The CAR Group ASX:CAR share price is down about 16.8% since the start of 2025. Washington H Soul Pattinson ASX:SOL is trading 2.5% under its 52-week high. CAR, which runs global vehicle marketplaces, posted 37% yearly revenue growth since 2021 and lifted FY24 net profit to $250 million with an 8.6% ROE. SOL, holding stakes in TPG Telecom and New Hope Group, kept debt low at 8.5% debt-to-equity and booked 5.6% ROE for FY24. SOL hasn’t missed a dividend since 1903, averaging 2.4% yield. CAR is seen as the choice for growth, while SOL offers income and stability, giving investors a different value pitch for 2026.

Are CAR shares or SOL shares better value …

Macquarie Sees Over 20% Upside for Regis Resources (RRL) After Target Cut

July 20, 2026, 4:11 PM EDT. Macquarie trimmed its price target on Regis Resources Ltd (RRL) to A$6.80 from A$8, pointing to slightly softer production guidance and higher costs, though it still expects more than 20% share upside. The broker kept its outperform call after Regis gave a FY27 gold production outlook of 360,000 to 400,000 ounces and set all-in sustaining costs at A$2,990 to A$3,390 an ounce. Output is set to rise at Duketon and Rosemont, but drop at Tropicana. Regis plans to spend A$80-90 million on exploration and could make a final decision on the McPhillamys project in early 2028. Macquarie cited a strong balance sheet with A$1.1 billion in cash, a 6% dividend yield, and options for capital management or M&A.

Which ASX gold stock has Macquarie tipped …

Analysts Stick With Sell Ratings on Rio Tinto, Evolution Mining After FY26 Rally

July 20, 2026, 3:58 PM EDT.ASX 200 mining stocks shot higher in FY26, with materials up 47% and returns at 52%, way ahead of the market’s 7%. Rio Tinto (ASX: RIO) jumped 61% on the back of stronger lithium and copper output. Evolution Mining (ASX: EVN) gained 51%, buoyed by gold prices. But some analysts still say sell. Morgan Stanley’s Rahul Anand keeps a sell call on Rio Tinto, setting a $149 price target, which is 6% below current levels. Jarden holds its sell on Evolution at an $8.20 target, about 20% lower. Both miners delivered strong production and cash flow this year, but analysts see stretched valuations after the big move in FY26.

2 ASX mining shares to sell: experts

ASX 200 Set to Open Lower as Wall Street Sends Mixed Signals

July 20, 2026, 3:57 PM EDT. The S&P/ASX 200 Index ended Monday down a touch at 8,791.3. Futures point to a roughly 0.45% drop at the open, tracking a mixed lead from the U.S. Morgans kept its buy rating on Navigator Global Investments and set a $3.13 target, pointing to the firm’s 6% jump in assets under management, even with ongoing market volatility. Oil climbed again, with WTI up 1.5% at $83.75 and Brent adding 1.4% to $89.33, boosting names like Beach Energy and Santos. Gold slipped 0.2%, which puts pressure on miners such as Genesis Minerals and Capricorn Metals. Bell Potter held its buy on Regis Resources, cutting its target to $8.45 but pointing to steady output as costs rise.

5 things to watch on the ASX 200 on Tuesda…

How to Build a Lasting ASX Dividend Portfolio for Steady Income

July 20, 2026, 3:56 PM EDT. Steady ASX dividend streams depend on picking high-quality companies with reliable earnings instead of chasing the biggest yields. Woolworths Group Ltd (ASX: WOW) is on the list thanks to dependable retail cash flow. Telstra Group Ltd (ASX: TLS) stands out as a telco essential, and APA Group (ASX: APA) brings stable returns from energy infrastructure. Mixing sectors matters-a diversified portfolio can include targeted property plays such as HomeCo Daily Needs REIT (ASX: HDN) to spread risk. Growth still counts. BHP Group Ltd (ASX: BHP) and Wesfarmers Ltd (ASX: WES) support dividends by reinvesting and keeping solid balance sheets. For real estate exposure, investors need to check interest rates, debt, and tenant quality. This kind of balanced setup is meant to keep steady and growing dividends across different market cycles.

How to build an ASX dividend portfolio tha…

Key London Train Services Axed in Northern City on Burnham’s First Day as PM

July 20, 2026, 3:42 PM EDT. Andy Burnham took office as UK prime minister and right away a northern city was hit with a transport setback. A major train operator slashed several direct London services. Burnham, who has pushed for more control and spending in northern England, starts off facing pressure on rail connectivity as these cuts threaten links for travel and business.

On the day Andy Burnham becomes UK PM, a n…

WiseTech ASX:WTC Down 70% Over Past Year as Governance Worries Keep Stock Near Lows

July 20, 2026, 3:41 PM EDT. WiseTech Global Ltd ASX:WTC is off about 70% in 12 months, with the stock trading close to its 52-week lows even though demand for the CargoWise platform stays solid. Most of the slide is linked to governance concerns and an active Australian Federal Police probe into founder Richard White. White gave up the Chair role but still sits as Executive Director. Raelene Murphy was named Independent Chair as the company tries to shore up confidence. Bell Potter kept its buy rating on the stock with a $71.75 target, saying WiseTech trades at roughly 15 times FY27 EV/EBITDA, a deep discount to sector comps. FY26 results coming in August and an outcome on legal issues are seen as possible turning points, but swings could continue for now.

When will WiseTech shares bottom out?

ASX: NGI in Focus as Brokers Tip 30%+ Upside After Price Slide

July 20, 2026, 3:40 PM EDT.Navigator Global Investments Ltd (ASX: NGI) is down 20% for the year, but quarter-on-quarter ownership-adjusted AUM climbed 6% to USD 33.6 billion. The company’s Strategic AUM was up 3%, and Partner Firm AUM gained 7%, even with tough markets and geopolitical risks. Morgans cut its price target to A$3.13 but kept a BUY rating, leaving 31% upside on the table. Macquarie sees more, sticking with an outperform rating and a higher A$3.28 target, pointing to NGI’s platform as it heads into fiscal 2027. The broker calls offer some optimism, though investors will have to balance that against this year’s decline.

Broker tips more than 30% upside for this …

3 ASX ETFs make broad investing simple

July 20, 2026, 3:39 PM EDT. ASX-listed ETFs give investors a quick way to diversify with low fees, making it easier to build wealth over time. Vanguard Australian Shares ETF (VAS) tracks the S&P/ASX 300 for exposure to top local names with a 0.07% fee. The iShares S&P 500 ETF (IVV) tracks 500 big US stocks, charges 0.04%, and has delivered around 10% a year, though there’s currency risk. Vanguard MSCI Index International Shares ETF (VGS) spreads across 22 developed markets, charging 0.18% for exposure and delivering a 13.34% total return in 2025. All three trade on ASX just like shares, offering a low-cost, straightforward way to get global coverage for the long haul.

3 ASX ETFs that make long-term investing e…

Australian Housing Market Cools as Prices Slip, Sellers Cut Listings

July 20, 2026, 3:25 PM EDT.Australia’s housing market is cooling off as initial asking prices come down and homes stay on the market longer. Buyers are paying up to 3.6% under original prices in recent months, showing weaker demand with global economic instability and new local tax rules in play. More than 25% of sellers dropped their prices, with the Australian Capital Territory and Queensland seeing the sharpest cuts. Auction clearance now sits below 50%, and 40% of vendors are closing contracts ahead of auction day to avoid risk. Some experts think the market presents value for buyers right now, but say sellers need to set prices carefully to avoid cutting deals after listing.

Three graphs that show uncertainty in the …

CSL and Cochlear Slump More Than 50%, Brokers Split on Path Forward

July 20, 2026, 3:24 PM EDT. CSL Ltd and Cochlear Ltd have both lost over half their value in the past year, with shares down around 51% and 61%. CSL, with a $59 billion market cap, is under pressure after earnings downgrades and $5 billion in non-cash impairments tied to its Vifor deal. Ten of 18 brokers call it a hold, seeing room for about 13% upside from here. Cochlear stock tumbled after the company slashed its profit guidance, blaming soft demand and geopolitical supply chain issues. The company still holds about 50% of the cochlear implant market, with just 3% of eligible patients fitted so far, pointing to possible long-term growth. Broker calls on Cochlear lean cautious, mostly holds, though some expect up to 43% gains. Investors have to weigh a possible rebound against lingering risks.

Down 50%+: Are these ASX healthcare shares…

Weebit Nano, Metals X, Pro Medicus: Brokers Weigh In On ASX Moves

July 20, 2026, 3:23 PM EDT.Weebit Nano (ASX: WBT) rocketed 414% in FY26 after landing licensing deals and a $102 million raise; Investor Pulse calls it a buy. Metals X (ASX: MLX) jumped 142%, getting a lift from tight tin supply but now seen with little room to run, and rated hold. Pro Medicus (ASX: PME) slumped 29% in FY26 on a weak healthcare stretch, then climbed back 70%, but Alto Capital says sell-seeing premium pricing and not much further downside. The expert calls reflect sector moves and tough valuations for investors on the ASX.

Buy, hold, sell: Weebit Nano, Metals X, Pr…

ASX Penny Stocks: Three Cheap Stocks Under A$400M Seen as Value Plays

July 20, 2026, 3:22 PM EDT. Australian investors are looking at three ASX penny stocks with market caps under A$400 million, citing solid fundamentals as the main draw during ongoing market uncertainty. MGX Resources Limited holds a A$407 million market cap, books A$317 million in iron ore revenue, and reports zero debt. Tyro Payments Limited, at A$434 million, also has no debt and specializes in integrated payment solutions, but recent earnings are down. Both are touting financial strength, even as profits and growth remain weak, which may interest buyers who want stability and undervalued names among smaller caps.

ASX Penny Stock Picks: 3 Hidden Gems Under…

Parents can give kids a $75,000 super head start with early contributions

July 20, 2026, 2:49 PM EDT. Parents can open superannuation funds for kids and start saving early for retirement. Student Super allows child accounts at any age with no fees below $1,000. Early contributions mean more time for compound interest to work-starting with $1,000 at birth and adding $1,000 each year could grow to $50,423 over 20 years at 8% annual growth. The Australian government’s co-contribution for low-income earners can push savings higher. Contributing $1,500 a year for 20 years could build $75,634. Money in super is typically locked in until retirement, but some can come out early under the First Home Super Saver Scheme. Parents need to set up a Tax File Number (TFN) for the child to handle contributions.

How to give your child a $75,000 superannu…

What to Watch When Picking High Dividend Yield Stocks

July 20, 2026, 12:58 PM EDT. Chasing high dividend yields can look appealing for investors who want steady income, but a big yield may not last if the stock price moves or the payout gets cut. Dividends aren’t set in stone and companies can lower them if money gets tight. Investors who do well with dividends usually check dividend viability and stick to big, steady companies with strong cash flow. Some names in the FTSE 100 often mentioned are Aberdeen Group, British American Tobacco, Rio Tinto, and Reckitt Benckiser. Rathbones Group, from the FTSE 250, is also seen as a solid dividend option. Looking at these things can help investors dodge dividend traps and keep income steadier even when markets swing.

Here are 3 factors I assess when consideri…

Rolls-Royce (RR) delivers 15x return in five years, beating FTSE 100

July 20, 2026, 12:45 PM EDT. Anyone who put £20,000 into Rolls-Royce stock in July 2018 would be sitting on close to £300,000 now. The FTSE 100 was up just 49% over the same period. Back in 2018, analysts mostly rated it a “Hold,” but the stock’s comeback stunned the Street. The gains came as flying hours recovered after COVID, NATO defence spending ramped up and CEO Tufan Erginbilgiç pushed through efficiency cuts. Price-to-sales is at 5.39, up from 0.8, the highest level in a decade. Operating margins are at records too. Now analyst calls have flipped to “Strong Buy,” betting on more growth, even as valuation stays high. Some see Bunzl Plc as a possible repeat, arguing it could follow a similar turnaround as Rolls-Royce.

Here’s what the experts said about Rolls-R…

Nvidia (NASDAQ: NVDA) slips 14% since May as doubts over AI and valuations grow

July 20, 2026, 12:44 PM EDT. Nvidia (NASDAQ: NVDA) has dropped 14% since May, with traders debating where the stock and the AI story go next. The company briefly lost its world’s most valuable company crown to Apple last week. Nvidia’s grip on high-end chips pushed net income up to $58 billion in Q1 on the surge in AI spending. But worries about whether the stock is overvalued and just how far AI adoption can go have hit lately. Even with those risks, some still bet Nvidia keeps its lead in semis, citing strong positioning and its customer base, whichever way AI growth goes.

Down 14% since May, are the glory days ove…

FTSE Drops 0.7% as Burnham Starts Cabinet Shake-Up, Gilt Yields Up

July 20, 2026, 12:43 PM EDT. London stocks fell, the FTSE 100 losing 0.7% to 10,524.76, after new UK Prime Minister Andy Burnham kicked off a Cabinet reshuffle that saw Deputy PM David Lammy out. Gilt yields rose, with the 10-year at 5.04%, as investors reacted to the political changes. Burnham promised to tackle the cost-of-living crisis and rough sleeping, sticking to fiscal rules. The pound was weaker at $1.3418. European indexes were mixed-Paris CAC 40 traded a bit higher, Frankfurt DAX edged up 0.1%. In the U.S., stocks were split, with the Dow down 0.2%, S&P 500 up 0.4%, and Nasdaq gaining 0.7%. U.S. Treasury yields moved up, tracking shifts in the bond market as events unfolded in the UK.

Stocks down as Andy Burnham starts Cabinet…

Founder-Led Computacenter, Wise Group Stand Out for Profit Amid Market Jitters

July 20, 2026, 12:28 PM EDT.Founder-led companies tend to stick with long-term plans even as inflation, rates and geopolitics shake the market. Computacenter LSE:CCC, an IT services giant with a £4.81bn market cap, is guiding for 14.69% earnings growth and wants to lift return on equity to 26.6%. It runs on thin margins, just 1.7%, but its 31.3x P/E ratio shows investors are expecting a lot. Wise Group LSE:WISE, the £9.40bn cross-border payments group, reports growing customers and partners. Management at both firms have skin in the game, leaving their incentives closely tied to shareholders-adding them to the watchlist as markets stay volatile.

Wise Stock And 2 Founder Led Shares With S…

Nuclear Stocks Draw Interest for Asset Backing, Growth Play

July 20, 2026, 12:27 PM EDT.Nuclear energy stocks are getting a look from investors focused on real assets and infrastructure as inflation bites and energy markets stay jumpy. Worley ASX:WOR is an engineering outfit with a A$5.2 billion cap, in on both energy transition and older sectors. There are risks-borrowed money, unstable dividends-but Worley’s spread helps earnings land steady. Boss Energy (ASX:BOE) runs uranium mines in Australia and the US, capped at A$504 million. Its uranium inventory is primed for longer-term deals, so earnings track uranium prices. Both names trade as ways to bet on stable baseload power and energy security, tied to a long runway for nuclear demand.

Nuclear Energy Stocks Backed By Real Asset…

Silvercorp Metals (TSX:SVM), Alkane Resources (ASX:ALK) Get Attention on Alternative Energy Supply Chains as Geopolitical Tensions Rise

July 20, 2026, 11:54 AM EDT.Silvercorp Metals (TSX:SVM) and Alkane Resources (ASX:ALK) are in focus as alternative energy supply chain names with tensions rising in the Red Sea and Persian Gulf. Silvercorp, which has a CA$2.77 billion market cap, mines silver and other metals used for solar and electrification. It runs main operations in China and has moves into Ecuador and Kyrgyzstan. Alkane Resources, at A$1.78 billion, operates in gold, copper, and silver, working to extend its mine life and support supply. Both companies have strong liquidity and run strategic projects, but still face execution risks tied to market swings and operating costs. Investors looking at alternative energy infrastructure are keeping these names on their radar.

Silvercorp Stock And 2 Miners Tied To Alte…

RBC Moves Atalaya Mining (LSE:ATYM, TSX:AYM) to Outperform on Touro Project Update

July 20, 2026, 11:53 AM EDT. RBC lifted Atalaya Mining Copper (LSE:ATYM, TSX:AYM) to Outperform and took the price target up to 1,100p. The bank cited a better political environment for the company’s Touro copper project in Spain. RBC analysts pointed to progress at the site and stronger market conditions. Atalaya shares traded higher on the news with investors betting on stronger output and new growth plans. RBC said the miner could have more room to run with copper demand climbing.

Atalaya Mining tipped for upside as Touro …

Lloyds Banking Group (LSE: LLOY) Shares Near 5-Year High on Q1 Numbers

July 20, 2026, 11:37 AM EDT.Lloyds Banking Group (LSE: LLOY) shares are sitting just under a five-year high, up 155% over that span. Broker targets run from 118p to 121p, pointing to an 8% gain from here. Most analysts kept a positive view after first-quarter results, with pre-tax profit at £2 billion and underlying net interest income up 8.3% from last year. The bank guided to underlying net interest income above £14.9 billion for the year and sees RoTE above 16%. But the £1.95 billion motor claims provision is still an overhang. Lloyds stays a top FTSE 100 pick even with ongoing UK market uncertainty.

Near 5-year highs, here’s what the experts…

Brent Jumps Past $90 in Asia as Iran-U.S. Tensions Hit Oil Market

July 20, 2026, 11:23 AM EDT. Brent crude shot above $90 per barrel in Monday’s Asian session after new U.S. strikes on Iran and missile fire from Tehran. Both Brent and WTI futures gained 2% before prices slipped back. The fighting focused on the Strait of Hormuz, a key shipping route, which shut vessel traffic and sparked worries about oil supply at a time of strong demand. The U.S. said it will keep up strikes until Iran quits firing on commercial ships, but also left the door open for talks. By the end, Brent was around $88.64 and WTI at $82.67 as the U.S. military wrapped up its latest attacks.

Brent Briefly Breaks $90 After Fresh Iran …

Gilts Sink After PM Burnham Says He’ll Seek ‘Any Flexibility’ on Fiscal Rules

July 20, 2026, 11:22 AM EDT. UK gilts dropped after Prime Minister Andy Burnham said he would look for “any flexibility” in fiscal rules. The comments triggered worries from investors about more government borrowing and possible higher debt. The move unsettled the bond market, with gilts-typically viewed as safe-falling on talk of looser fiscal policy under Burnham.

Gilts Fall as Burnham’s Fiscal Flexibility…

Andy Burnham takes over as UK Prime Minister; markets steady, gilts dip

July 20, 2026, 11:21 AM EDT. Andy Burnham becomes the UK’s seventh prime minister in ten years, coming in with a focus on housing, transport, and regional policy. The FTSE 100 was flat around 10,500, while sterling traded near 13-month highs against both the euro and the dollar. Gilt yields fell to 4.95%, after being higher earlier on worries about fiscal plans linked to Ed Miliband, who could become chancellor. Burnham is expected to pick Shabana Mahmood for chancellor, with markets seeing her as pragmatic and likely to change some fiscal rules around gilts. Investors are staying cautious, taking the market calm as relief at avoiding a riskier fiscal outlook, not as a sign of strong backing for the new cabinet’s agenda.

Andy Burnham becomes PM: what it means for…

Nick Train Adds to Games Workshop Position as FTSE Stocks Rally

July 20, 2026, 11:06 AM EDT. Nick Train is putting cash from recent sales of Intertek and Schroders into more FTSE 100 and 250 names, especially adding to his stake in Games Workshop. That stock is up 4,300% in ten years and stands out for its Warhammer brand, high margins and a strong balance sheet. Its P/E near 33 is high, and there are worries about consumer spending with inflation tied to Middle East tensions. On another front, Applied Nutrition, a sports nutrition name in the FTSE 250 selling through blue-chip retailers, has jumped 55% since April and is guiding for big revenue growth. Geopolitical risk still hangs over its sales in the Middle East.

With millions to spare, Nick Train is pili…

BP Trades Near 2010 Highs, Analysts See 15% Gain Ahead

July 20, 2026, 11:05 AM EDT. BP shares have jumped 27% over the past year, topping 600p for the first time since 2010. Analysts point to higher Brent prices from Middle East unrest and strong Q1 numbers-BP’s net income hit $3.2 billion, double last year. The company plans to cut net debt from $25.3 billion to about $23 billion, aiming for a firmer balance sheet. At 517p, shares are below the 12-month analyst average target of 596p, which means a 15% upside. RBC Capital Markets has a 700p target. Barclays and Goldman Sachs both go with 650p. BP is pivoting to higher-return oil projects, and with oil prices staying strong, analysts are sticking with bullish calls through the global uncertainty.

Near 2010 highs, here’s where the experts …

Berenberg Sees BT Group Gaining 53% Even After 19% Slide

July 20, 2026, 10:49 AM EDT. BT Group shares have fallen about 19% after hitting a five-year high of 242p in May. Still, analysts at Berenberg lifted their price target from 250p up to 300p, pointing to a possible 53% rise over the next year. The upgrade comes after solid full-year numbers, with growth in OpenReach full fibre and 5G+ networks, and a projected 4.2% dividend yield. Not everyone is convinced: UBS has stuck to a 175p target. The split shows markets are unsure, but Berenberg says BT’s overhaul could help the shares move higher.

Down from a 5-year peak, here’s how high t…

Trump steps up attacks on democracy, expert says

July 20, 2026, 10:34 AM EDT. Donald Trump’s second term has brought more assaults on American democracy, hitting voting rights and the rule of law. UCL’s Trump Action Tracker says there have been more than 3,500 undemocratic actions since 2025, including attempts to question election results and pause legal protections such as habeas corpus. Trump has not conceded election defeats, while the Supreme Court ended the Voting Rights Act of 1965 in 2026, cutting further at equality. Trump has also grown immigrant detention camps across the country, holding over 70,000 people, kids included, outside normal due process. Experts call these moves open authoritarianism with both racial and oligarchic aims.

Trump’s attacks on democracy reveal his au…

UK Retailers Lift Profit Warnings in Q2 2026 as Mideast Conflict Weighs

July 20, 2026, 10:33 AM EDT. FTSE-listed UK retailers gave five profit warnings in Q2 2026, up from three in Q1, a rare second-quarter rise that EY-Parthenon links to the Middle East conflict. The firm points to squeezed margins, higher costs and lower consumer confidence. Across all industries, 59 profit warnings landed in Q2, with geopolitics blamed in 53%-the highest in 25 years. Travel and leisure led with seven, home construction with six. Over the past year, nearly 18% of UK-listed firms have warned, keeping up pressure even as warning numbers settle down. Silvia Rindone at EY-Parthenon said the outlook remains uncertain, with tough execution needed as cost and demand worries drag on.

UK retailers issue five profit warnings in…

Nick Train buys more Games Workshop after dumping Intertek, Schroders

July 20, 2026, 10:16 AM EDT. Nick Train is raising his stake in Games Workshop, even as the FTSE 100 name trades at almost 33 times earnings after a 4,300% run in the last ten years. Train’s Finsbury Growth & Income Trust has just sold out of Intertek and Schroders. He likes Games Workshop for its strong margins and balance sheet but admits a pricey valuation and external risks like inflation and weaker consumer spending could hit. Train is still sticking with RELX and Sage. Meanwhile, Applied Nutrition in the FTSE 250 has jumped 55% since April, grabbing some attention with markets still shaky.

With millions to spare, Nick Train is pili…

Oilseed Futures Get Lift From Mideast Tensions, Crude Rally – July 2026

July 20, 2026, 9:47 AM EDT.Oilseed markets firmed last week as geopolitical tensions in the Middle East and Black Sea lifted vegetable oil prices around the world. Chicago soyabean oil futures jumped 5%, soyabeans added 1%. Brent crude futures soared 15.9% to $88.10 a barrel, pushing vegetable oils higher. Weather risks and worries about El Niño helped Malaysian palm oil. US soyabean export sales for 2026/27 beat expectations, and NOPA showed a 2.7% rise in US crushings for June. Paris rapeseed futures gained 4.2%, their highest since December 2024. EU rapeseed imports fell 59% year-on-year by early July as UK shipped less. China moved to lift its ban on Australian canola, ending almost six years of trade limits.

Arable Market Report – 20 July 2026

Smaller UK Stocks With Stronger Balance Sheets Catch Investor Eye in 2024

July 20, 2026, 9:46 AM EDT. Some UK penny stocks stand out for their stronger balance sheets, a factor drawing interest from cautious investors. On the Beach Group (LSE:OTB), an online travel firm with a £260 million market cap, is seeing benefits from more mobile bookings, but it also faces pressure on earnings and ongoing financial risks. Hollywood Bowl Group (LSE:BOWL), valued at £488.6 million, runs leisure centres in the UK and Canada and is known for steady earnings and rising revenue. These names put a spotlight on smaller companies managing tighter finances as inflation and geopolitics weigh on the market. For investors, the focus remains on balancing growth potential with financial caution in a mixed portfolio.

UK Penny Stocks With Stronger Balance Shee…

Allens Advises FDC on Biggest ASX IPO of 2026 So Far

July 20, 2026, 9:45 AM EDT.Allens advised on the largest initial public offering (IPO) on the ASX so far this year, working with construction and engineering group FDC. FDC, set up in 1990, works across commercial, health, education, industrial, aged care and data centre projects. Major builds include The Cutaway at Barangaroo, Sydney Swans HQ, Michael Kirby Law School at Macquarie, Mondelēz Manufacturing and Distribution, and Macquarie Data Centres. The IPO is the biggest on the exchange in 2026 to date and adds to Allens’ deal list in large market transactions.

Allens assists in ASX’s biggest IPO comple…

3 UK Penny Stocks Under £300M Market Cap to Watch

July 20, 2026, 9:30 AM EDT. UK stocks are under pressure as weak Chinese trade data weighs on the FTSE 100 and FTSE 250. Still, some penny stocks-companies valued below £300 million-are up for grabs with growth stories. Franchise Brands plc (£272.19M) posted 23.2% earnings growth, kept debt steady, and brought in a new CFO. Itaconix plc (£20.3M) works in plant-based polymers and is projected to top $14.8 million in revenue in 2026, though it’s running at a loss now. The company has liquidity and signed a key North American supply deal. For investors chasing small-cap action, these names signal where the opportunities might be while the broader market stays volatile.

3 UK Penny Stocks With Market Caps Below £…

Volex Plans Shift to LSE Main Market From AIM

July 20, 2026, 9:14 AM EDT. Volex plc said it will move its listing from AIM to the London Stock Exchange Main Market. The company said the switch should raise its profile and open access to more investors. Volex said the change fits its growth plans and brings stricter rules from the Main Market. Shares will still trade as GB:VLX.

Volex to Shift Listing from AIM to London …

Xero ASX:XRO Tops List of Stocks Seen Undervalued on Cash Flow During Market Jitters

July 20, 2026, 8:59 AM EDT. Xero ASX:XRO is attracting attention as inflation, energy costs and rate hikes rattle the market. The accounting software firm posted NZ$2.75 billion in revenue from major markets including Australia, the UK and the US. Xero is rolling out AI tools and building out its app lineup, moves that may help cash flow even as margin and profitability strains persist. Shares are trading below fair value based on discounted cash flow. Lynas Rare Earths ASX:LYC also comes up for investors looking for cash flow strength, given its A$715.89 million in revenue, A$16 billion market cap and role outside China in the rare earth space. Both names are under watch as rates and yields stay high and investors look for resilient cash flow and attractive valuations.

Xero Stock Leads 3 Cash Flow Picks Trading…

ATOME PLC (AIM: ATOM) says Villeta project PPA talks continue in Paraguay

July 20, 2026, 8:43 AM EDT. ATOME PLC (AIM: ATOM) said it is still in talks with Paraguay’s government on the power purchase agreement for its Villeta fertiliser project. Officials back the plan, which would make low-carbon fertiliser and support Paraguay’s farm sector. Major lenders including IDB Invest, IFC, European Investment Bank, FMO and the Global Climate Fund remain on board. The project could mean thousands of jobs and stronger local food supply. ATOME expects another update in early August.

REG – ATOME PLC

Rolls-Royce (LSE: RR) up 136% in 2025, £15k stake now about £35,400

July 20, 2026, 8:42 AM EDT. Rolls-Royce Plc (LSE: RR) shares have jumped 136% since early 2025, pushing a £15,000 investment to around £35,400. Investors were slow to buy at first with worries about US tariffs and geopolitical risks, but the company has become one of the top FTSE 100 movers. The dividend yield is about 0.7%, offering around £250 yearly income at the old price levels. Some analysts point to the split between investors locking in gains now or betting on more upside. There’s talk that the shares may still be cheap, so some see Rolls-Royce as a chance for more growth in industrials.

£15,000 invested in Rolls-Royce shares at …

CuspAI lands $450M from UK government, Bezos fund, as it pushes on materials discovery

July 20, 2026, 8:12 AM EDT.CuspAI just raised $450 million in Series B, led by Kleiner Perkins and NEA. That puts the UK startup’s valuation at $2.6 billion. Backers include the UK government’s Sovereign AI Venture Fund and Bezos Expeditions, Jeff Bezos’ investment vehicle. Its AI-driven MIRA platform is focused on finding new materials for semis, clean energy and manufacturing. CuspAI rolled out the AI Materials Foundry and struck deals with Nvidia and Meta to share compute. The cash is set to fund U.S., Asia-Pacific and European expansion. On talent, CuspAI added AI heavyweights Yann LeCun, Geoffrey Hinton to its advisory board and tapped John Giannandrea, a former Apple and Google exec, for its U.S. build-out.

UK government, Bezos back CuspAI's $450 mi…

Geopolitical jitters keep British biotech IPOs on ice as VC funding stays hot

July 20, 2026, 8:11 AM EDT. Uncertainty around geopolitics is keeping British biotech firms away from IPOs, an industry leader told Fierce. Still, venture capital backing hit a five-year high in Q2, with about $2 billion flowing into the sector. Despite investor appetite, companies are holding off public listings because of market nerves linked to global tensions. Private funding keeps moving, but IPO activity is stuck as firms wait out the external risks.

Geopolitics ‘chills’ British biotech IPO p…

CuspAI raises $450 million with backing from UK government and Jeff Bezos

July 20, 2026, 7:58 AM EDT.CuspAI landed $450 million in new funding from the UK government and Jeff Bezos. The AI materials startup said the fresh capital will help expand research work and push into commercial deals. Investors are betting CuspAI can speed up AI-driven discovery for sectors such as energy and manufacturing with this large round.

UK government, Bezos back CuspAI’s $450 mi…

Ferguson Enterprises Drops London Listing After Four Decades

July 20, 2026, 7:57 AM EDT. Ferguson Enterprises Inc. said Monday it is cancelling its secondary London Stock Exchange listing after about 40 years. The plumbing distributor will trade only on the New York Stock Exchange now. Ferguson said the decision is part of its plan to focus its investor base and simplify compliance. Its shares will stop trading on the London market, moving all liquidity to New York.

Plumbing Biz Ferguson Cancels London Secon…

FTSE 100 Drifts Down as Middle East Risks and UK Politics Weigh

July 20, 2026, 7:56 AM EDT. The FTSE 100 slipped on Monday with traders on edge over U.S.-Iran tensions that threaten shipping lanes in the Strait of Hormuz. Market caution was also in play as investors waited for new economic signals from Prime Minister Andy Burnham. The Strait remains a key route for oil, and fresh disruption fears put pressure on global energy sentiment.

Britain's FTSE 100 slips on Middle East te…

UK Bulk Annuity Insurers Seen Withstanding Private Credit Stress

July 20, 2026, 7:41 AM EDT. UK bulk annuity insurers have more private credit in their portfolios than European rivals. But analysts say capital is still resilient even in a severe credit stress case. Firms are viewed as able to handle losses from defaults or drops in private credit. The report points to the sector still coping with stress as asset mixes change.

UK insurers “resilient” under stress despi…

3 AI Stocks Stand Out in Enterprise Software, Digital Health

July 20, 2026, 7:40 AM EDT.Artificial intelligence AI is pushing growth in enterprise software and digital health even as economic headwinds persist. Three stocks in focus: Aura Consolidated Group (ASX:AXQ), which offers AI-based digital safety but has deep losses and high leverage. Aura is targeting online safety with refreshed management and a bigger product push. Xero ASX:XRO, valued at A$11.90 billion, is bringing AI tools to its small business accounting platform. These names show how AI is taking hold in different corners from cybersecurity to software, with the sector facing both new opportunities and risks as inflation and central banks set the backdrop.

3 AI Stocks Putting Enterprise Software An…

China Pushes into US AI Turf with Moonshot and Alibaba Models

July 20, 2026, 7:27 AM EDT. Moonshot and Alibaba in China have rolled out their latest AI models, Kimi K3 and Qwen3.8, aiming at the same high end as OpenAI’s GPT-5.6 Sol and Anthropic’s Claude Fable 5. Both have trillions of parameters and, unlike leading US models, they give open access to their internal data. That’s a sharp contrast with US firms, which usually keep releases locked down. Rivalry between the two countries’ AI firms heats up as China moves for a bigger share of the field. Third-party reviews are set for after the models get full public release, expected late July 2026.

China delivers a one-two punch to America’…

News Corp (NWS) Says $372.3M of Buybacks Done So Far in 2025 Program

July 20, 2026, 7:26 AM EDT.News Corp (NWS) said it’s bought about US$372.3 million of its Class A and B stock under its US$1 billion 2025 Repurchase Program. In filings with the Australian Securities Exchange ASX, the company listed trades from July 17, 2026. It picked up 9.5 million shares that day for US$240.2 million, plus some smaller batches. News Corp said buybacks are aimed at shareholder value, but actual buying depends on the market. The repurchase plan is still running, and these totals are so far.

News Corp updates daily ASX filings showin…