Stock Market Today: Live Updates 21.07.2026

BHP Group Limited Gains as Copper Prices Climb

July 22, 2026, 3:53 AM EDT. BHP Group Limited (ASX: BHP) shares moved higher after copper prices jumped. The rally brought buyers back into major miners like BHP. The stock tracked the wider push in critical minerals tied to infrastructure and renewables. Traders kept a close eye on metals as supply concerns and geopolitics moved the sector.

BHP Group Limited (ASX: BHP) Climbs as Cop…

Wetherspoon Shares Slide After Profit Warning, Rising Costs Weigh

July 22, 2026, 3:48 AM EDT. J D Wetherspoon shares dropped as the company warned annual profits will miss market forecasts. The pub chain blamed slower sales growth and higher costs for food, labour, energy, repairs and business rates. Like-for-like sales rose 4.0% in the 12 weeks to July 19, with year-to-date sales up 4.2%-both coming in under what analysts were looking for. Wetherspoon now operates 793 pubs and has grown its franchise to 23 sites. The company repurchased 6.4 million shares at an average £6.52 and spent £12.2 million on pub freehold reversions. Chairman Tim Martin said net debt remains near £720 million. Preliminary results are expected on October 2.

Wetherspoon’s shares sink as profit guidan…

Saga Plc LSE:SAGA Jumps 266% in a Year as Travel, Insurance Moves Pay Off

July 22, 2026, 3:41 AM EDT. Saga Plc LSE:SAGA shares are up 266% over the last year, well ahead of the FTSE 100’s 17% rise. The UK group, which targets customers over 50, pulled back from risky insurance underwriting, focusing on higher-margin travel and insurance broking through a deal with Ageas. Saga pushed its debt out to 2031, cut net debt by 16% to under £500 million, and got leverage down to 3.7x. Travel demand stayed strong-ocean cruise load factors hit over 90%-and insurance broking bounced back, lifting underlying revenue by 11% and pre-tax profit by 19%. Saga said it continues to see solid performance and improved finances, even with global uncertainties.

£2k in this UK stock a year ago would now …

ASX 200 Edges Up as Miners and Gold Stocks Push Higher Wednesday

July 22, 2026, 3:36 AM EDT. The S&P/ASX 200 Index closed up 0.34% at 8,823 on Wednesday, with mining and gold stocks leading the way. The All Ordinaries Gold Index jumped 3.98% and the S&P/ASX 200 Materials Index added 2.3%. Energy ticked up 0.67%, and financials edged 0.19% higher. Healthcare led declines, off 1.93%. Real estate, discretionary, tech and telcos were also weaker. IperionX Ltd rose 8.67% to $3.51, while Kingsgate Consolidated and Ora Banda Mining both gained over 7%. The gains tracked overnight strength on Wall Street, with the Dow up 0.74% and the Nasdaq climbing 1.29%. Investors stayed with resource names as other sectors lost ground.

Here are the top 10 ASX 200 shares today

Bloomsbury to get $21 million in Anthropic AI copyright lawsuit deal

July 22, 2026, 3:32 AM EDT. Bloomsbury is set to receive about $21 million from the $1.5 billion settlement with AI maker Anthropic, after a US judge OK’d the Bartz et al vs Anthropic class action. The suit centered on Anthropic using copyright-protected works to train its AI without paying for licenses. The payout covers 14,087 Bloomsbury titles at roughly $3,000 per work, split 50/50 between authors and the publisher. Installments will start landing in the second half of the financial year. Bloomsbury, which publishes Harry Potter, has £29.2 million in net cash and expects to put the new money toward organic growth, debt reduction, dividends, and acquisitions. The settlement stands out as a major marker for publisher payouts tied to AI copyright fights.

Bloomsbury set for Anthropic settlement af…

Xero ASX:XRO drops 39.55% since January, posts $175M profit

July 22, 2026, 3:27 AM EDT. Xero Ltd ASX:XRO shares are down 39.55% since January 1. The cloud accounting firm started in 2006 and serves small business clients in New Zealand, Australia, the UK, and is working to grow in the US. Xero posted $1.714 billion in annual revenue, growing at 26.4% CAGR over three years. Gross margin hit 88.2%. The company’s latest profit was $175 million, a turnaround from a loss before. Xero’s net cash tops debt by $306 million, with a debt-to-equity ratio of 87.9%, showing its balance sheet carries more equity than debt. XRO shares stand out in current choppy trading.

A quick way to value the XRO share price

Quartix Technologies (LON:QTX) shares seen bouncing after July 27 interim results

July 22, 2026, 3:22 AM EDT. Quartix Technologies (LON:QTX) is set to post interim results for the half year to June on July 27. Shares last traded at 225p. The market expects them to move back up and break through 275p later. The update should show better second-half trading and lift full-year pre-tax profit. Quartix, with a market cap near £110 million, has seen its shares swing between 206p and 340p since January.

Quartix Technologies: Interims due next Mo…

CSL Drops 31%, HUB24 Up 25% as Investors Look to Valuations

July 22, 2026, 3:18 AM EDT. CSL Ltd ASX:CSL is down 31.2% in 2025, sending its dividend yield to roughly 3.34%. That’s well above the five-year average of 1.5%. The company, which operates in plasma, flu shots, and kidney care, has kept dividend growth going even as its stock price falls. HUB24 Ltd (ASX:HUB), meanwhile, trades about 24.9% above its 52-week low. The wealth software firm picked up top customer satisfaction awards this year for its platforms used by advisers and self-managed super funds. CSL’s falling price and higher yield set it apart from HUB24’s growth push. Investors are watching CSL’s yield and HUB24’s price-sales ratio as they sort through valuations in a shifting market.

An easy way to value CSL and HUB shares

S&P 500 Now Tied Closely to AI Leaders Like Nvidia, Apple, Microsoft

July 22, 2026, 3:14 AM EDT. The S&P 500, once seen as a diversified market barometer, is now heavily driven by artificial intelligence AI. Its top 10 names, led by Nvidia, Apple, and Microsoft, control as much as 38% of the benchmark. Nvidia alone counts for 7%, more than the bottom 100 stocks put together. About 60% of the S&P’s value is set by chipmakers and companies tied to AI, making the index a concentrated wager. Traditional quality investing has slipped, with the S&P 500 Quality Index lagging by 11.5% over the last six months-the worst gap since before the 1999 dotcom bust. The split between momentum and underlying earnings has grown, pointing to rising volatility and risks for investors worldwide.

A diversified S&P 500 portfolio is now an …

Nebius Jumps 18% After NVIDIA Ups Stake to 9.3%

July 22, 2026, 3:10 AM EDT. Nebius shares rose 18% after NVIDIA boosted its stake to 9.3%, putting the holding at about $5 billion. NVIDIA put in $2 billion back in March. Nebius, listed on Nasdaq, posted 684% revenue growth in Q1 as an AI cloud player. The two aim to bring more than 5 gigawatts of capacity by 2030 and use NVIDIA’s newest platforms like Rubin, Vera CPUs, and BlueField storage. Their deal also covers work on AI factory design and new stacks for inference and agentic AI. Nebius is up over 140% for the year so far.

Nebius shares soar as NVIDIA builds 9.3% s…

Great Boulder extends Side Well gold find; Alurion pulls in $50M IPO cash

July 22, 2026, 3:05 AM EDT.Great Boulder Resources (ASX:GBR) has pushed out its high-grade gold strike at Side Well in Western Australia, now running the Mulga Bill-Eaglehawk mineralisation to 2.5km. Standout drill hits include 18m at 7.36g/t and 7m at 14.5g/t gold. Side Well’s resource sits at around 1 million ounces. Brazilian Rare Earths (ASX:BRE) spin-off Alurion Resources drew $50 million in an oversubscribed IPO, backing its Amargosa bauxite-gallium asset with a pre-listing value of about $256 million. Amargosa is classed as a major unmined direct-ship bauxite play, with a scoping study putting NPV at $630 million and IRR at 82%. Brazilian Rare Earths holds on to 16% of Alurion, worth close to $41 million. Shares in Diablo Resources, Waratah Minerals, and Lux Copper also traded higher as regional mineral news stayed upbeat.

Resources Top 5: Great Boulder smashes it …

ASX Up as Copper, Gold Climb; Healthcare Falls on U.S. Drug Tariff

July 22, 2026, 3:01 AM EDT. The S&P ASX 200 closed up 0.34% as metal stocks moved higher on near-record copper and gold prices, and gains in the energy sector tied to Middle East tension. Healthcare stocks dropped after the U.S. said it will put a 100% tariff on imported generic drugs starting in 2028 to push more manufacturing at home. Big exporters like CSL fell, even with some partial exemptions. Westgold Resources surged 5.91% after beating its production guidance and keeping strong cash. Uranium names Peninsula Energy, Boss Energy, and Lotus Resources sank after updating guidance and warning on output. Commodity gains and tariffs pulled the market in different directions.

Closing Bell: Copper and gold prop up ASX …

Gold Drops Sharply Despite Middle East Tensions, Past Wars Show Mixed Moves

July 22, 2026, 2:49 AM EDT. Gold prices tumbled on January 30, 2026, giving up record highs as fighting in the Middle East escalated. The sell-off runs counter to gold’s usual safe-haven asset status in times of geopolitical turmoil. Looking back, gold has surged during some wars like the Yom Kippur and 2003 Iraq conflicts when commodity inflation hit, but in the 1990 Gulf War, prices barely moved without wider inflation. Analysts say gold’s job as a geopolitical hedge isn’t straightforward-it’s tied to broader macro trends, not just war headlines.

Gold Accumulation Begins

Where £20,000 in a Stocks and Shares ISA could end up after a decade or more

July 22, 2026, 2:44 AM EDT. The UK Stocks and Shares ISA has been available since 1999 and allows up to £20,000 a year to go into stocks, bonds, or ETFs tax-free. A conservative mix, half in UK gilts and bonds, returns around 3.5%-4.5% a year, so £20,000 might reach £30,400-£31,300 in ten years. With a more balanced global stock and bond setup, annual returns jump to 5%-10%. Investors taking bigger risks with global and emerging market stocks could see 8%-9.5% a year, taking £20,000 up to £51,500 in ten years, or even £132,700 after three decades. Bigger upside comes with more risk, and the numbers show how compounding works over time in ISAs.

How much could £20k invested in a Stocks a…

Dusk (ASX:DSK) falls more than 9% as ACCC files court action over battery safety

July 22, 2026, 2:29 AM EDT. Dusk Group Ltd (ASX:DSK) shares slipped more than 9% to 68.5 cents after the ACCC launched a Federal Court case on button battery safety. The regulator claims there are safety issues with Dusk’s products. The news triggered a selloff, with traders worried about the effects of regulatory action on the sector.

Dusk shares sink as ACCC launches button b…

ANZ Sees Oil Prices Jumping 60% If Strait of Hormuz Risks Escalate

July 22, 2026, 2:13 AM EDT.ANZ Bank, the top lender in Australia, says oil prices could jump more than 60% if tensions keep rising in the Strait of Hormuz. The bank also flagged that both Iran and the US could ‘overplay their hands’ trying to control the vital shipping lane, throwing off market moves. ANZ pointed out that any conflict in the region could push up energy markets and hit fuel prices in Australia.

‘Overplay their hand’: Fuel warning for Au…

VanEck Morningstar Wide Moat ETF (ASX: MOAT) seen as buy after drop

July 22, 2026, 1:57 AM EDT. The VanEck Morningstar Wide Moat ETF (ASX: MOAT) is coming onto the radar after a recent pullback. MOAT, an active ETF tilted to U.S. stocks that Morningstar rates as having durable moats, looks different from broad funds like Vanguard’s VAS or VSO. Holdings feature names such as Microsoft, Nvidia, and Amazon, filtered for sustainable moats, borrowing a page from Warren Buffett. MOAT’s unit price is down 6.2% lately and returned 5.97% in the past year, but long-term performance shows an annualised return near 14% since 2015. Some investors see the current weakness as a spot to buy a fund that has delivered through cycles.

I think this Buffett-inspired ASX ETF is i…

NH3 Clean Energy (ASX: NH3) clears surveys at WAH2 ammonia site, finds no threatened species

July 22, 2026, 1:26 AM EDT. NH3 Clean Energy (ASX: NH3) finished environmental surveys for its WAH2 Project in Western Australia, with no threatened flora or ecological communities found at the planned plant and pipeline locations. The results cover Maitland Strategic Industrial Area and nearby corridors. NH3 says this step helps with state and commonwealth approvals. The company wants to ship low-emissions ammonia to Asia-Pacific buyers, including Japan and South Korea, and fuel bulk carriers. Chair Charles Whitfield said the survey work is a major milestone and backs the project’s low environmental risk as NH3 keeps working on engineering and financing.

NH3 Clean Energy Advances WAH2 Ammonia Pro…

Cobre (ASX:CBE) Sets July 29 Call After Quarterly Update

July 22, 2026, 1:09 AM EDT. Cobre Limited (ASX:CBE) will host its first quarterly investor call on July 29, 2026 at 11am Sydney time. The company scheduled the call after posting its June quarter Activities Report and Appendix 5B to ASX. Executive Chairman Martin Holland and CEO Adam Wooldridge are set to brief on operations and corporate developments, then take investor questions. Cobre focuses on high-margin copper production and exploration in Chile’s Atacama and Botswana’s Kalahari Copper Belt, aiming for both immediate cathode output and new finds.

Cobre Limited (ASX:CBE) to Host Quarterly …

Black Canyon lifts manganese grade to 41% in Wandanya pilot tests

July 22, 2026, 1:02 AM EDT. Black Canyon (ASX: BCA) said pilot-scale dense media separation testing on Wandanya ore turned out a manganese product at 41% Mn in Western Australia. Two composite samples gave manganese recoveries of 80-82%, with feed grades upgraded from 32.4% to 41% and 29.4% to 38.5%. The test also hit density standards of 2.8 grams per cubic centimetre. Managing Director Brendan Cummins called it a resource milestone and flagged more upside in recoveries. The company is looking at a dual-commodity approach for direct shipping ore (DSO) iron, DSO manganese and beneficiated manganese. A scoping study and maiden Mineral Resource Estimate are in progress, with the estimate slated for September 2026 backed by more drilling and survey work.

Black Canyon Delivers 41% Manganese Produc…

TG Metals, Medallion Metals sign agreement to process Van Uden gold stockpiles

July 22, 2026, 1:01 AM EDT. TG Metals (ASX: TG6) said it reached a non-binding deal with Medallion Metals (ASX: MM8) to process around 60,000 tonnes of gold stockpiles from Van Uden at Medallion’s Cosmic Boy plant. Medallion will oversee transport and processing in batches, and will recover operating costs from proceeds, splitting the pre-tax profit 50-50. Van Uden holds a gold resource of 7.93 million tonnes at 1.06 g/t, or 270,800 ounces. TG Metals CEO David Selfe called it a key step for future revenue while reviewing other options. Medallion MD Paul Bennett said the plan aims to use available capacity and help unlock gold value. TG Metals is also close to wrapping up a heap leach study for onsite processing of laterite ore, and plans more drilling to grow resources and boost cash flow.

TG Metals and Medallion Metals Sign Ore Pr…

Eden Innovations' Pz7 admixture lifts Indian highway concrete test results

July 22, 2026, 1:00 AM EDT. Eden Innovations (ASX: EDE) said India’s Central Road Research Institute posted strong lab data on EdenCrete Pz7, with the admixture giving paving-grade concrete higher strength at low dosages (0.25-0.3L/m³). CRRI found compressive strength rose by up to 19% and flexural strength by 14%, with mixes using fly ash working best. Test batches at 40 and 60 MPa for highways and overlays saw abrasion drop 28% and drying shrinkage fall 25%. That points to improved durability and could help builders lower cement use in India’s road projects. Eden wants to ramp up field trials, saying Pz7 can add value for infrastructure work.

Eden Innovations Achieves Strong Indian Go…

Amaero (ASX: 3DA) Q4 Revenue Jumps on Strong Powder Sales, Backlog Grows

July 22, 2026, 12:59 AM EDT. Amaero (ASX: 3DA) reported record fourth-quarter revenue of A$7.8 million, a 417% jump from a year ago. That took full-year revenue to A$18.1 million as output and commercial demand rose. The company shipped 30 PM-HIP components to 19 customers in the quarter. Powders made up 89% of Q4 revenue, while PM-HIP sales were 11%. Amaero’s backlog increased to A$23.1 million after booking A$8.5 million in new contracts since June. The company is producing titanium powders again after a safety review and has commissioned a third atomiser, bumping up powder output. Amaero said it is progressing with an SEC registration for a U.S. listing and has won a US Department of War contract worth about A$6.5 million for new refractory alloy powders.

Amaero Posts Record Quarter on Increased C…

Atturra Keeps FY26 EBITDA Target, Cuts Revenue Outlook

July 22, 2026, 12:58 AM EDT. Atturra (ASX: ATA) is sticking with its FY26 EBITDA forecast of $30m-$30.5m, though it has trimmed revenue guidance to $348m-$352m, down from $364m-$374m, after changes to contract accounting switched some sales reporting from principal to agent. The move hit reported revenue but left underlying profit level. Operating cash flow rose into $22m-$23m for H2, suggesting cash generation is picking up. Atturra flagged a non-cash goodwill impairment of $20m-$25m, mainly tied to older acquisitions and weaker government demand. For FY27, management is calling for faster organic growth in data, ERP, and managed services, aiming for higher EBIT and EBITDA. AI spend is set to go up by $3m, and ERP sales are aimed at 50% growth. Scholarion edtech investment will top $4m, with breakeven eyed for FY28.

Atturra Maintains Earnings Guidance Despit…

Caravel Minerals (ASX: CVV) falls 4% as copper sentiment stays weak

July 22, 2026, 12:57 AM EDT. Caravel Minerals (ASX: CVV) slid about 4% to trade near A$0.29 in thin action, down around a cent with little volume. The company, which has no revenue yet, is developing the Caravel Copper Project in WA – one of the bigger copper resources in Australia that isn’t in production. No new info from Caravel caused the drop. The move may be tied to nerves in the copper market or broader sentiment. Caravel’s market cap is about A$170 million. The company is still posting losses and needs to lean on cash and future fundraisings to keep moving the project. Investors are watching demand trends and the bigger picture on copper for clues on where things go next.

Caravel Minerals (ASX: CVV) Drops — Is Inv…

Proteomics taps Healius as exclusive Australian distributor for Promarker blood tests

July 22, 2026, 12:56 AM EDT. Proteomics International Laboratories (ASX: PIQ) named Healius (ASX: HLS) the exclusive distributor of its Promarker blood tests in Australia. It’s the first commercial deal for Proteomics, running three years and giving the company access to Healius’ network of more than 2,000 pathology collection centres. Proteomics keeps hold of testing quality and clinical reporting, while Healius takes care of specimen collection and market access. The Promarker blood tests use plasma protein biomarkers to help spot diabetic kidney disease, esophageal adenocarcinoma, and endometriosis early. Commercial launch is set for the 2027 financial year. The two companies will work together on operations and educating clinicians to help roll out Promarker around the country.

Proteomics International Appoints Healius …

BOA Resources launches 7,500m drilling at Neds Creek copper project (ASX:BOA)

July 22, 2026, 12:55 AM EDT.BOA Resources (ASX:BOA) is kicking off a 7,500m RC drilling program at the Neds Creek copper project in Western Australia’s Murchison, with the drill rig set for the Ricci Lee prospect in early August. Previous drilling at Ricci Lee hit 5m at 3.48% and 10m at 5.12% copper (Cu), with copper still open at depth and along strike. This round focuses on stepping out from those zones and aims to support a first resource estimate. With the Thaduna and Green Dragon acquisitions, Neds Creek covers 1,378 sq km and totals 5.3 million tonnes at 2.3% Cu. BOA is planning more drilling at several prospects through 2026 as it works towards scaling up its copper inventory.

BOA Resources sets stage for maiden Neds C…

Commodities Rally Spreads to Energy and Mining Services

July 22, 2026, 12:54 AM EDT. The commodity bull market that started with gold is now driving gains across sectors in 2026. Gold kicked things off with a price jump, then silver and industrial metals like copper and aluminium followed. Lately, oil and gas have caught a bid after lagging for years. Some investors are looking at mining service stocks, which pick up business with more exploration and mine work no matter the commodity. Broad gains in commodities are pushing up capital spending and sector confidence, opening up new plays across linked markets.

The Next Asset to Target: Preparing for th…

Bitcoin Stays Deep in the Red but Eyes Congress as Clarity Act Gains Support

July 22, 2026, 12:53 AM EDT.Bitcoin trades at roughly US$66,185, still about 47.5% under its all-time high even after recent small moves higher. Ethereum also remains well below records. Traders point to new hope out of Washington after US Treasury Secretary Scott Bessent said the Clarity Act, now in Congress, might advance soon. The bill would give the SEC and CFTC new crypto oversight, possibly clearing the way for open Bitcoin and Ethereum trading on US exchanges. Matt Maley at Miller Tabak + Co said a green light on regulation could give Bitcoin a new leg up. The crypto slump this year tracks back to Fed rate signals that have buoyed the dollar and weighed on Bitcoin and Ethereum.

Could US lawmakers drive a rebound in the …

Clinuvel (ASX: CUV) Slides Near 52-Week Low Despite Profit, Strong Margins

July 22, 2026, 12:39 AM EDT. Clinuvel Pharmaceuticals (ASX: CUV) shares hovered near AUD 9.75 on July 21, 2026, sticking close to their 52-week low. The biotech posted FY2025 numbers showing AUD 95 million in revenue, net profit of AUD 36.2 million, and gross margins over 90%. With a market cap near AUD 471 million, the company sits on AUD 224 million in cash and short-term investments, and no debt. Shares have pulled back from an AUD 14 high, with no obvious trigger for the latest drop. Eyes are on the next set of results, the vitiligo drug update, and a planned Nasdaq listing. The gap between the numbers and the stock price is fueling talk of possible undervaluation.

Clinuvel Pharmaceuticals (ASX: CUV) Slides…

Revolut Wins Full Australian Banking Licence, Targets ASX Heavyweights

July 22, 2026, 12:37 AM EDT. Revolut has landed a full banking licence in Australia from the country’s prudential regulator, clearing the way for the UK fintech to square off with giants like Commonwealth Bank (CBA), ANZ, NAB, and Westpac. The challenger now has about 1 million users in Australia, doubling every year for four years. Its app handles payments, international transfers, share trading, and now deposit accounts covered by the government’s $250,000 guarantee. CEO Matt Baxby says the plan is to claw market share from the big banks with new competition and fresh features. It’s a play reminiscent of Macquarie Group shaking up the field. Bank execs say Revolut’s arrival adds real pressure, forcing the incumbents to step up as fintech competition ramps up.

This UK bank plans to disrupt CBA, ANZ, NA…

Fortescue Ltd ASX:FMG Sheds 15% in 2026 as Pivot to Battery Metals Meets Falling Profit

July 22, 2026, 12:22 AM EDT. Fortescue Ltd ASX:FMG, founded by Andrew Forrest, has seen its shares drop 15.04% year-to-date in 2026. The iron ore group posted annual revenue of AUD 18.22 billion, but revenue is slipping at a 6.5% compound annual rate over three years. Gross margin is 52.4%, pointing to ongoing profitability in its main business. Yearly profit fell hard again, down 18% annually on a three-year view to AUD 5.68 billion last year. Fortescue is shifting into copper, lithium and rare earths, expanding outside Australia to chase demand from renewables and EV companies. The miner’s net debt is manageable at AUD 497 million. Investors now have to weigh a solid production base against sliding earnings and a bet on battery metals as Fortescue adapts to new market needs.

Are Fortescue Ltd (ASX:FMG) shares good va…

Origin Energy ORG.AX probes possible data breach; shares drop 2.5%

July 21, 2026, 11:54 PM EDT. Origin Energy is looking into a possible customer data breach that could have exposed personal data like names, addresses, and billing history, though not credit card or bank info. The company said it discovered the incident after an Australian media outlet contacted it with a sample of 50 customer records. Origin said it has notified the Australian Cyber Security Centre and Federal Police. Origin, which serves more than 4.7 million customers, saw shares fall 2.5%. Several large Australian firms, including Optus, Medibank, and Partnered Health, have faced similar cyber attacks recently. Origin said it is treating the case as a priority and will release more information when available.

Breaking: Origin Energy investigating 'pot…

ResMed (RMD) sinks 23% in 2025, even as sector trends favor healthcare

July 21, 2026, 11:53 PM EDT. ResMed (ASX:RMD) shares are down 23% this year. The stock has come under pressure even with the company’s position across medical devices and sleep and respiratory care software. ResMed runs two business lines-Sleep and Respiratory Care, and its Software as a Service (SaaS) segment-serving out-of-hospital care through cloud-connected devices. The healthcare sector is seen as more stable because spending holds up during downturns. SaaS and healthcare IT are forecast to grow more than 15% a year through 2030 as both U.S. and global healthcare spending climbs. ESG themes continue to draw interest. Despite the slide, ResMed’s longer-term outlook is tied to its work on innovation and sustainability.

A deep dive into RMD shares

Atlassian Hits Topping Out on $1.4B Sydney Timber Tower

July 21, 2026, 11:52 PM EDT. Atlassian has topped out its $1.4 billion Atlassian Central tower in Sydney, now standing as the world’s tallest hybrid timber skyscraper at 39 storeys and 180 metres. The project mixes timber with other low-carbon materials and targets a Six Star Green Star sustainability rating. Co-CEO Mike Cannon-Brookes said recent AI-driven job cuts haven’t changed demand for collaborative office space. Completion is slated for 2027. The tower is pitched as Australia’s most high-tech workplace, built with advanced engineering, smart controls and a data platform. Atlassian co-owns the building with Dexus. The site also includes a 500-bed co-living hostel and links into the wider Tech Central precinct.

Atlassian marks milestone in $1.4b 'world'…

Radiopharm (ASX:RAD) to raise $16 million after upbeat imaging trial data

July 21, 2026, 11:51 PM EDT. Radiopharm Theranostics (ASX:RAD) said it plans to raise $16 million after reporting positive results from two cancer imaging trials. The phase 2b trial of RAD-101 matched MRI accuracy for detecting brain metastases, hitting its primary endpoint with 93% concordance and 86% disease identification at six months. CEO Riccardo Canevari said a phase III study is possible. In a separate phase I trial, RAD-204, a PD-L1 targeting antibody, delivered a confirmed partial response in one patient and sustained disease control beyond seven months. Shares are now halted as the raise kicks off, split between a $10 million placement and a $6 million share purchase plan. The company raised $40 million back in October as drug development costs persist.

Health Check: Radiopharm goes to the well …

SCX.ai Sets $40m ASX IPO, Targets AI Inference Sector

July 21, 2026, 11:38 PM EDT. SCX.ai has kicked off a fully underwritten $40 million IPO as it looks to list on the ASX in August under SCX. The Sydney AI infrastructure company is going after the AI inference market, where trained models generate results-now the main area for AI use in business. SCX.ai plans to run a platform based in Australia using SambaNova Systems’ AI processors, aimed at sectors that need data hosted locally. The platform cuts down on power and drops liquid cooling to deal with environmental rules as Australia drafts new AI standards. Market research puts the local AI inference-as-a-service industry at $0.3 billion in 2025, with growth to $3.5 billion by 2030 as commercial AI use picks up worldwide.

Australia’s sovereign AI infrastructure pl…

Judo Capital (ASX: JDO) slides as profit outlook cut, expert urges sell

July 21, 2026, 11:37 PM EDT. Judo Capital Holdings Ltd (ASX: JDO) dropped 0.3% to 90.7 cents, building on a 49.6% fall for 2026, with shares off sharply since a 40.4% slump on June 25. The move tracked a downgrade to FY 2026 profit guidance, now at $163-169 million, down from $180-190 million, after higher cost of risk provisions. FY 2027 guidance of $210-220 million landed short of consensus at $255.1 million. Mark Elzayed from Investor Pulse kept a sell on the stock, pointing to bigger provisioning risk and persistent headwinds. CEO Chris Bayliss admitted the update was disappointing but said he remains confident and the bank is managing exposures. Judo stock keeps trailing the ASX 200 benchmark.

Sell alert! Why this expert is calling tim…

Stelar Metals ASX:SLB Flags New Tungsten Drill Targets at Hill of Leaders

July 21, 2026, 11:36 PM EDT. Stelar Metals ASX:SLB says it has picked up new tungsten drill targets at its Hill of Leaders project in the Northern Territory after running an ultra-high definition airborne magnetic survey. The 25m line spacing and 30m flight height uncovered structures linked to tungsten-rich veins that hadn’t been mapped before. The company used AI-assisted processing to sort through the data, hoping to sharpen its RC drill planning. Tungsten prices have jumped more than 10x since China put export controls in place in 2023, and that has turned up the heat on Australian projects. Executive Chairman Stephen Biggins said AI is helping spot mineralisation zones that older data missed. Stelar is narrowing down areas where granite stretches under shallow cover, eyeing a stronger drilling push while tungsten prices keep running.

Stelar Metals’ ultra-high definition surve…

ASX Midday: Materials Up Almost 3% as BHP Gains, Healthcare Falls

July 21, 2026, 11:30 PM EDT. ASX materials stocks jumped almost 3% by midday Wednesday, with BHP Group up 3%. Healthcare dropped 2% and CSL fell 3%. Materials moved higher as commodity demand picked up, while healthcare came under pressure from sector issues.

ASX Midday Sector Update: Materials Stocks…

ASX Edges Up With BHP, Rio Tinto Gains; Wesfarmers Pushes Ahead on Lithium

July 21, 2026, 11:28 PM EDT. The S&P/ASX 200 added 0.25% by midday, paced by miners as BHP rose 3% and Rio Tinto put on 2.5% after copper jumped 3% toward June highs. Paladin Energy lifted 4% on new uranium output forecasts. A near $92 oil price kept energy stocks firm. Bitcoin neared $67,000 after upbeat US Treasury comments. Wesfarmers slipped 1% as it signed off on a $1.4 billion upgrade at Mount Holland, betting on more lithium demand. Lynas Rare Earths fell 5% after higher costs and missed production numbers, despite revenues up. Ramelius Resources added 1% as it advanced gold mining plans. Beach Energy picked up 4%, shaking off a revenue miss. Strong commodity prices continued to offset worries over Iran and looming US tariffs.

Lunch Wrap: Miners on fire as Wesfarmers d…

Bendigo & Adelaide Bank (ASX: BEN) PE and Dividend Models Signal Possible Value

July 21, 2026, 11:26 PM EDT. Bendigo & Adelaide Bank Ltd (ASX: BEN) is trading around $11, putting its PE ratio at 12.3x, well under the banking sector’s 18x average. The PE ratio, which puts share price against $0.87 in EPS, would price BEN at about $16.07 if matched to the sector average. The Dividend Discount Model, factoring in BEN’s steady payouts, offers another take on fair value. Both approaches point to potential value, but these are rough guides. BEN remains a favorite with locals chasing consistent dividends and franking credits that lower tax on payouts.

Are BEN shares good value? 2 ways to value…

Bendigo & Adelaide Bank (ASX: BEN): What the Numbers Say on Valuation

July 21, 2026, 11:24 PM EDT. Bendigo & Adelaide Bank Ltd (ASX: BEN) shares are being traded on investor readings of its core numbers. The bank, created in 2007, runs more than 500 community branches focused on the East Coast and South Australia. Its net interest margin comes in at 1.9%, higher than the ASX major bank average of 1.78%, a mark of solid lending margins. Return on equity is at 7.9%, putting BEN in the moderate range on returns to shareholders. BEN’s workplace culture score sits at 2.9 out of 5, a bit under the sector level, which could have a drag on retention or future performance. These details shape how investors look at the BEN price against its fundamentals in a market that’s seen plenty of swings.

How you can value the BEN share price

Eden Innovations' EdenCrete Pz7 Shows Solid Results in India Road Concrete Tests

July 21, 2026, 11:22 PM EDT. Eden Innovations said its EdenCrete Pz7 concrete admixture delivered strong gains in Indian government trials run by the Central Road Research Institute. The carbon nanotube product improved abrasion resistance by up to 28%, with compressive strength up 19% and flexural strength up 14%. Drying shrinkage dropped 25%. The tests used two highway-grade concrete mixes, including for ‘white topping’ repairs. CRRI said EdenCrete Pz7 could cut cement use without hurting quality, which may lead to lower costs and carbon footprint when using extra materials like fly ash in place of some cement. Eden India is moving to quicker field trials aiming to confirm how the mix could work for local road building.

EdenCrete clears Indian road test for Eden…

UBS, Shaw and Partners Pick 3 ASX Stocks for Up to 75% Upside

July 21, 2026, 11:20 PM EDT. Brokers UBS and Shaw and Partners put buy calls on NextDC Ltd (NXT), Alkane Resources Ltd (ALK), and BCI Minerals Ltd (BCI). UBS has a $22.55 target on NextDC, which traded at $14.03, citing contract wins pushing utilisation to 740 MW. Alkane keeps its buy tag with a $1.75 target from UBS, even as cost inflation and weak FY27 guidance weigh. UBS points to stable output and Alkane’s first proposed dividend. BCI Minerals, backed by Shaw and Partners, is close to launching its first salt shipment as its salt project moves forward. The brokers see up to 75% gains for these names, pointing to growth bets and strategy.

Brokers name 3 ASX shares to buy with gain…

Bank of Queensland (ASX: BOQ) shares: PE ratio at 15.4x, DDM gives another view

July 21, 2026, 11:07 PM EDT. Bank of Queensland Limited (ASX: BOQ) is trading near $6.32 as buyers look at ASX bank names. Some investors use the price-earnings ratio, which puts BOQ at 15.4x on FY24 EPS of $0.41, below the sector’s 19x average. That hints at potential value. Another method, the Dividend Discount Model, is common on banks since dividends are usually steady. This model discounts expected payouts by a risk rate to try to pin down actual value. Both PE and DDM tell part of the story, so investors check both numbers and look at how BOQ stacks up against peers.

2 easy ways to value the BOQ share price

Reece (REH) posts 18.8% gain since 2025; REA (REA) trades 40% off 52-week high

July 21, 2026, 11:06 PM EDT. Reece Ltd (ASX:REH) shares are up 18.8% since early 2025, with steady growth, a stable 1.1% dividend yield and 11.2% return on equity showing solid asset use. REH is Australia’s main plumbing and bathroom supplier, with business in irrigation, pools, and HVAC. REA Group Ltd ASX:REA, which is mostly owned by News Corp, sits 40.2% under its 52-week high, even as Realestate.com.au keeps its lead in real estate listings. REA has network scale in 10 countries and brings in revenue from mortgage broking too. REH is more of a mature, blue-chip name with manageable debt, while REA is a digital property services growth play.

Are REH shares or REA shares better value …

Westgold, Resolute, Paladin Stocks Jump After Latest Output, Resource Updates

July 21, 2026, 11:05 PM EDT. Westgold Resources, Resolute Mining and Paladin Energy all outpaced the S&P/ASX 200 Index on Wednesday after posting upbeat updates. Paladin added 4.1% as it released FY 2027 production and cost targets for its Langer Heinrich uranium mine in Namibia, estimating up to 5.6 million pounds at costs of US$44-$48/lb. Resolute rose 3.2% after it boosted gold resources at its ABC Project in Côte d’Ivoire by 36% to 3 million ounces and expanded drilling. Westgold stock gained 3.4% after reporting record FY 2026 gold output at 387,354 ounces, ahead of its guidance, and said it finished June holding $939 million in cash and liquid assets.

Why is everyone talking about Resolute Min…

Strata Minerals Adds Land at Zelica, Plans Survey to Guide Next Drilling

July 21, 2026, 11:04 PM EDT. Strata Minerals (ASX:SMX) has picked up two more tenements at its Zelica gold project in Western Australia, pushing up its land position. The company is rolling out a high-res airborne magnetic survey to tighten up drill targets and look for new spots to explore on a 9.5km gold trend. Recent drilling hit shallow gold with room to go deeper and further out. Managing Director Peter Woods said the survey will help the team get a better read on what’s controlling the gold and push work ahead. Exploration is moving forward with BML Ventures as Strata also keeps up on pre-development work.

Strata Minerals grows district-scale poten…

Santos (ASX: STO) shares gain as oil surges past $85 on supply fears

July 21, 2026, 11:03 PM EDT.Santos Ltd (ASX: STO) traded up 1% at $7.86, bringing its rebound since late June to 11%. The move tracks higher oil prices as the US-Iran conflict stirs supply worries. West Texas Intermediate (WTI) crude climbed above $85 per barrel on concerns about Middle East risks and threats to export routes like the Red Sea and Strait of Hormuz. With no new company news, shares also get support from a recent 1% lift in production, 3% higher revenue, and steady free cash flow. Santos’ Pikka oil project in Alaska is producing 20,000 barrels a day, targeting 80,000 barrels, which helps shore up sentiment.

The Santos share price is in the spotlight…

Bison Resources Starts Airborne Survey in Nevada's Carlin Trend

July 21, 2026, 11:02 PM EDT.Bison Resources (ASX:BSR) kicked off its first airborne geophysical survey across four projects in Nevada’s Carlin Trend. The company said the high-resolution magnetic and radiometric work should help it tag new drill targets before it starts its first round of drilling. Bison wants to sharpen up exploration in the gold-heavy region with this step. The company says it’s focused on building out the Nevada portfolio and looking for new gold finds. This is still early-stage exploration, not proof of a discovery. The company urges investors to get independent advice before making any investment moves.

StockTake: Bison takes to the skies in Nev…

Bondi Junction Overhaul Gets Waverley Council OK After Tight Vote

July 21, 2026, 10:57 PM EDT. Waverley Council gave the green light to the controversial Bondi Junction master plan after the mayor broke a deadlock, pushing through changes that aim to deliver 3,000 new homes, a 10,000-square-meter civic area with theatre and creative spaces, and 9,000 square meters of new green space. The plan backs mid- to high-rise mixed-use development and sets aside 10% of dwellings as affordable housing. Councillors and residents said they had little time to review the full proposal. Critics flagged gaps in school and public facility planning, fueling ongoing worry in the community.

Controversial plan to transform Sydney sub…

Flynn Gold (ASX:FG1) files mining lease application for Golden Ridge project

July 21, 2026, 10:54 PM EDT. Flynn Gold (ASX:FG1) has submitted a mining lease application for parts of its Golden Ridge project in Tasmania. The company is looking to convert a high-grade exploration target at Golden Ridge into a JORC resource. JORC is the standard used for mineral resource estimates. The latest step puts Flynn Gold closer to setting up a mining operation, as it works to confirm the project’s value in Tasmania.

StockTake: Flynn Gold moves on Golden Ridg…

Beetaloo Energy (ASX: BTL) jumps 16% as company unveils data centre push

July 21, 2026, 10:51 PM EDT.Beetaloo Energy Ltd (ASX: BTL) gained 16.7% after it unveiled plans for Beetaloo Digital, moving into data centre operations. The company locked down exclusive rights for an 185-hectare site near Darwin that it wants to develop as a power and data centre hub. The plan is to link Beetaloo Basin gas with steady energy demand from data centres, which could use up to 200 terajoules of gas per day per gigawatt of computing. Managing Director Alex Underwood said the project fits with government infrastructure priorities and aims to deliver reliable baseload power. The move marks a shift for Beetaloo, which expects pilot gas sales to start late 2026.

Gas producer or data centre company? Why i…

Elsight (ASX: ELS) closes June with $63.3m cash, posts inflow over half-year

July 21, 2026, 10:48 PM EDT. Elsight Ltd (ASX: ELS) said customer receipts reached US$5.4 million last quarter, ending June with a US$63.3 million cash balance. Net operating cash outflow was US$175,000 for the period, but the company booked a six-month net inflow of US$3.8 million, helped by option exercises. Elsight reported it has an estimated 361 quarters of cash runway at current burn and carries no debt or overdrafts. Shares have jumped 230% over the past year, beating the ASX All Ordinaries Index. The company continues to invest in R&D and manufacturing, saying its cash pile gives it firepower for growth and new markets.

Elsight delivers solid cash flow in June q…

Nordic Resources (ASX:NNL) hits wider mineralisation at Kopsa gold-copper site

July 21, 2026, 10:45 PM EDT. Nordic Resources (ASX:NNL) extended gold-copper mineralisation at its Kopsa project in central Finland, reporting three step-out holes with over 100 meters of semi-continuous mineralisation past previous limits. The latest drilling in the Q2 2026 program hit untested ground and showed mineralisation holding together with current resources. The company now sees signs the deposit may be larger than the previously estimated 815,000oz gold equivalent. Key intersections were 34m at 1.05 g/t gold equivalent and 60m at 0.89 g/t. According to managing director Robert Wrixon, the results could mean a sizeable resource update. These latest holes feed into metallurgical testwork set for Q3 2026. Nordic plans to restart drilling soon, keeping its outlook upbeat.

Nordic punches on as step-out drilling ext…

Anson Resources gets $3.85 million upfront from POSCO

July 21, 2026, 10:33 PM EDT. Anson Resources (ASX:ASN) has received an upfront payment of about $3.85 million from POSCO, the South Korean industrial giant, as part of a $7.2 million deal. The payment will go toward a direct lithium extraction plant at Anson’s Green River Lithium Project in Utah. No new shares were issued, giving Anson extra cash as it pushes forward with lithium development. POSCO is betting on lithium as the market for battery materials keeps growing. Still, investors are advised to seek independent financial guidance.

StockTake: Anson receives first POSCO paym…

ASX Penny Stocks Over A$30M: AMA, Nova Eye, WT Financial in Focus

July 21, 2026, 10:32 PM EDT.Australian penny stocks with market caps above A$30 million are on watch as the ASX posts modest gains. AMA Group Limited (A$214.26M) runs collision repair sites in Australia and New Zealand, is forecasting 83.84% earnings growth, but is unprofitable. The company cut annual losses by 38.1% over five years and kicked off a share buyback set to run to 2027. Nova Eye Medical (A$38.45M) makes glaucoma surgery devices, is raising its 2026 sales forecast, reports positive U.S. EBITDA, is debt-free, and has stable leadership, though still losing money. WT Financial Group (A$54.75M) rounds out the main names, offering diversified financial services. All three bring growth possibilities, but with different financial risks, as some optimism lifts the broader market.

Spotlight On 3 ASX Penny Stocks With Marke…

Lithium Plus (ASX:LPM) drills high-grade rubidium, beryllium in Arunta, aims for more at Spotted Wonder pegmatites

July 21, 2026, 10:31 PM EDT.Lithium Plus (ASX:LPM) is pushing ahead with rare metals exploration at Spotted Wonder and Delmore in the Arunta region. New drilling turned up near-surface high-grade rubidium oxide, with mineralised sections stretching 10 to 20 metres, including hits like 12m at 0.22% and 19m at 0.27% rubidium oxide. Lithium oxide grades showed up in the mix. Executive chairman Bin Guo called the LCT pegmatite system early-stage but said mineralisation is holding together. Guo said this could set up a cost-effective resource. The company has a Q3 campaign planned to build on these results, chasing critical minerals as governments look to secure supplies. Lithium Plus is making a play for the rare metals space for tech and energy uses.

Lithium Plus field work at Spotted Wonder …

TPG Telecom (ASX: TPG) Sinks to Record Low as Analysts Divided

July 21, 2026, 10:30 PM EDT. TPG Telecom shares dropped to a record A$3.50, down 36% on the year. The stock slumped after the company returned A$1.61 per share following asset sales to Vocus, with the payout triggering a technical price reset. Shares rebounded early in 2026, then slipped again after first-half numbers added to worries about the outlook. Management kept full-year EBITDA forecasts, saying earnings should pick up in the second half. Most analysts rate the stock a ‘hold’ although average price targets see 13-15% upside. Some calls have up to 31% rebound, while JP Morgan sticks with a hold and only a 6% gain in view.

Can TPG Telecom shares rebound from an all…

Adavale Resources (ASX:ADD) Finds Six New High-Grade Gold Targets Near London-Victoria Mine

July 21, 2026, 10:29 PM EDT. Adavale Resources (ASX:ADD) reported six new gold prospects near its London-Victoria mine in the Parkes Thrust project in NSW. A fresh look at historical drilling has turned up shallow, high-grade gold hits: 11m at 4.94g/t Au at Drapers, and 9m at 4.90g/t at Nibblers Hill. These results may point to future satellite deposits that would sit alongside the current 115,000oz resource at London-Victoria. Management said a resource update is expected soon. The Calarie gold deposit gives Adavale another 51,000oz of resources. The company said its approach of re-examining historic drilling is helping it find overlooked targets near existing infrastructure and boosting development prospects at Parkes.

Adavale uncovers six high-grade gold targe…

MoneyMe Loan Book Tops $2B, Swings to Profit in H2

July 21, 2026, 10:18 PM EDT. MoneyMe’s loan book jumped to $2.08 billion for FY26, up 34%. The digital lender booked a record $1.23 billion in originations and turned in a positive normalized net profit after tax (NPAT) of $500,000 in H2, clawing back from a $4.6 million loss in H1. Credit losses fell for the fifth straight quarter, now at 2.4%, with AI tools credited for the drop. Revenue rose 20% to $249 million. The CEO said technology and credit investments are paying off with lasting scale benefits. Funding was strong with asset-backed securities deals over $1 billion, including a $365 million personal loan securitisation that drew heavy investor interest. Fitch Ratings boosted parts of MoneyMe’s 2025 securitisation notes, flagging better credit quality and stronger funding.

MoneyMe powers past $2bn as normalised pro…

TG Metals Signs Deal With Medallion for Early Gold Revenue at Van Uden Project

July 21, 2026, 10:17 PM EDT. TG Metals said it has signed a non-binding deal with Medallion Metals to process about 60,000 dry metric tonnes of gold stockpiles from the Van Uden project in Western Australia. Processing will be at Medallion’s Cosmic Boy plant. After operating costs, profits before tax will be split 50/50. The agreement gives TG Metals a way to generate early cash flow while still running its heap leach work on site. Gold grades in the stockpiles are 0.70-0.95 g/t and are not in the current resource. Final approvals and due diligence are still needed. Output would begin after those are done. CEO David Selfe called the agreement an important step for TG Metals as it builds out gold production and processing options.

TG Metals locks in Van Uden gold processin…

Black Canyon (ASX:BCA) delivers 41% manganese concentrate at Wandanya pilot plant

July 21, 2026, 10:16 PM EDT. Black Canyon (ASX:BCA) upgraded manganese feed to 41% concentrate using pilot dense media separation at Wandanya, up from around 30%. Recoveries came in at 80-82%, in line with industry averages and close to producers like Woodie Woodie and Groote Eylandt. The team used a 2.8 g/cm3 media density for manganese concentrate aimed at steelmaking. These numbers drop ahead of Black Canyon’s scoping study on its Pilbara dual commodity project, showing better grades and steady recovery rates.

Wandanya delivers high-grade manganese con…

Cauldron Energy (ASX: CXU) jumps 11.5% as uranium drill results drive 1,511% 12-month rally

July 21, 2026, 10:15 PM EDT. Cauldron Energy Ltd (ASX: CXU) surged 11.5% to 14.5 cents Wednesday, boosting its 12-month gain to 1,511%. The ASX junior uranium miner has seen momentum from high-grade hits at its Yanrey project in Western Australia. Drilling at Manyingee North shows key mineralisation, with CEO Jonathan Fisher calling the 2026 campaign a strong start as mineralisation spans 4km and stays open. Investors are watching uranium prices and Australia-India uranium links, helping fuel the move. The stock sharply outperformed the S&P/ASX Small Ordinaries Index, up just 0.6%, as demand picks up for uranium plays on global supply concerns.

Up 1,511% in a year, guess which ASX urani…

Analysts Stay Bullish on WiseTech (ASX: WTC) After 70% Slide

July 21, 2026, 10:14 PM EDT. WiseTech Global Ltd (ASX: WTC) shares are down more than 70% in the past year as the tech sell-off and founder legal issues weighed. The stock has dropped to $33.24 and is off 51% for the year. Still, analysts are mostly sticking with their positive calls. Consensus from Market Index is a buy, with an average 12-month target promising as much as 112% potential upside. TradingView has 11 of 14 analysts at buy or strong buy. Citi and Bell Potter still say buy; Citi did cut its target to $52. WiseTech’s earnings guidance for FY26 is now in focus. The company projects big jumps in revenue and EBITDA, and investors are watching to see if that will boost the share price.

Here's what brokers tip for WiseTech share…

Bondi Terror Accused Naveed Akram Weighs Plea Deal; Goldman Sachs Sees Job Cuts at 16 ASX Names

July 21, 2026, 10:13 PM EDT. Naveed Akram, facing terror charges over Bondi, could take a guilty plea deal, marking a change in the case. Goldman Sachs is flagging possible job cuts across 16 ASX-listed companies as firms face tough conditions. At the same time, new analysis points to key figures working out of sight in the Australian Labor Party. The report captures legal and economic shifts moving through Australia’s markets and political circles as of July 22, 2026.

Alleged Bondi terrorist Naveed Akram may g…

Caution Stays High as Inflation and Geopolitics Weigh on Markets

July 21, 2026, 9:41 PM EDT.Investors are holding back with traders watching gold, possible stock corrections, and higher interest rates. Inflation is still stubborn, pushing bond yields up and putting pressure on prices. Geopolitical risks, like more military action abroad and political uncertainty at home, are keeping the outlook murky. Many analysts say they’re in Maximum Safety Mode, looking for more weakness in stock prices and more upward pressure on yields. U.S. economic and political systems look stretched, and volatility could run higher. Some say caution and disciplined risk-taking are needed in this market.

Terrorize the Bourgeois

Lynas Rare Earths ASX:LYC Falls After Posting Record Revenue, NdPr Output Down

July 21, 2026, 9:26 PM EDT. Lynas Rare Earths Ltd dropped 5.8% to $15.04 on Wednesday, while the S&P/ASX 200 added 0.1%. Shares came under pressure after the miner logged record Q4 FY24 gross revenue at A$288.9 million, up 69.7% from a year ago, helped by stronger rare earth prices and sales mix. Total production gained 8%, but key NdPr production slid 11%. Cash reserves surged more than 600% year-on-year to A$1.21 billion. Interim CEO Pol Le Roux said Lynas is making progress on capacity additions and new Samarium oxide output, citing solid demand. Despite the update, investors may have locked in profits or focused on the weaker NdPr numbers.

Why are Lynas shares getting hammered on W…

ASX 200: 4DMedical and Sunrise Energy Jump Over 1,000%, But Gains Face Doubts

July 21, 2026, 9:25 PM EDT. The S&P/ASX 200 Index is up just over 1% for the year, with about half the index still down. But 4DMedical Ltd (4DX) and Sunrise Energy Metals Ltd (SRL) have run more than 1,000% each. 4DMedical spiked by 1,215% on approvals for its CT:VQ tech and a rapid push into the US hospital market. The stock reached $6.80, then dropped to $3.42 after a broader sector selloff and investors taking profits. Analyst views are split, with some calling for another 75% upside. Sunrise Energy, now ranked 194th by market cap, uses ion-exchange for mining and wastewater, and is trading at a market value of $2.4 billion. Investors are still questioning if these surges can hold as the wider market stays cautious.

Up over 1,000%: Can the best performing st…

Light & Wonder, HUB24 Seen Rising as Much as 71%, Bell Potter Says

July 21, 2026, 9:15 PM EDT. Light & Wonder Inc and HUB24 Ltd are set for possible turnarounds after sharp falls, Bell Potter said. Light & Wonder, focused on gaming tech, is trading at 9 times EV/EBIT(A) and is catching the tailwind from stronger gaming capital investment. HUB24, which runs advisory platforms, posted $18.9 billion in net inflows for FY26 and a 20% jump in funds under administration. Bell Potter kept buy calls and sees as much as 72% upside for Light & Wonder and 35% for HUB24. Analysts point to better sector conditions and persistent growth in both names.

These ASX 200 stocks are tipped to rise up…

What’s needed in super for a $5000 monthly income

July 21, 2026, 9:14 PM EDT. Retirees looking for $5000 a month in passive income from super will need somewhere from $600,000 to $1.2 million, depending on their annual returns. At a 7% dividend yield, that target takes about $857,142, per estimates. If the yield drops to 5%, it jumps to $1.2 million; at 10%, $600,000 is enough. Franking credits on dividends can boost net yields for retirees since they get tax back. Fortescue Ltd pays a 6.46% dividend which lifts to 9.23% with franking. WAM Active Ltd’s grossed-up yield can hit 12.3%. Some high-yield ETFs, like S&P/ASX 200 Covered Call Complex ETF, pay 9.64% but only partly franked. APA Group and Dalrymple Bay log steady dividends at 5.63% and 4.56%. These numbers assume no rent or mortgage.

How much do I need in superannuation to re…

Meeka Metals lifts Q4 gold output, pivots to underground for September quarter

July 21, 2026, 9:13 PM EDT. Meeka Metals produced 6,424 ounces of gold in the June 2026 quarter, edging up from 6,083 ounces the previous period but missing forecasts. Mine cash flow came in at $6.4 million. Cash at quarter-end was $38 million. The miner is moving to higher-grade underground operations, saying those will supply 40% of the mill feed for the September quarter. Open-pit work will wrap up in July 2026, with Meeka citing weaker output from mining contractors while noting it will keep a large amount of surface gold unmined. Growth spending for the quarter totaled $17.5 million, mainly for Andy Well underground development and other site works. Looking ahead, Meeka expects better output and higher cash flow with Turnberry’s second underground mine coming online.

Meeka Metals June 2026 quarter: Production…

NAB (ASX: NAB) Seen as a Buy Near $39.30 on Business Banking Strength

July 21, 2026, 9:12 PM EDT. National Australia Bank Ltd (ASX: NAB) is trading close to $39.30, with its focus on business banking driving the buy call. NAB’s Business and Private Banking arm saw loans up 4.6% and deposits climb 5.9% in the first half of FY26. The lender continues to push digital, reporting over 80% of loan applications handled online, which lifts efficiency and service. The shares are around 16 times FY26 earnings, and offer a solid dividend yield near 4.3%, helped by franking credits where they apply. NAB has also been cutting back on products and old systems to trim costs and improve experience. Its strong position in business banking keeps NAB out in front for sustained growth against other big Australian banks.

Why NAB's business banking edge makes it a…

Morgan Stanley: Qantas (ASX: QAN) Could Jump 20% on Project Sunrise Bet

July 21, 2026, 9:11 PM EDT. Qantas shares have trailed the ASX 200 this year, falling about 8%. Morgan Stanley kept its overweight call and bumped the target to A$12.50, seeing room for 20% gains. The broker flagged Qantas’ Project Sunrise, which aims to launch non-stop flights from Australia’s east coast to London and New York with the Airbus A350-1000ULR. That could deliver around $400 million extra earnings a year and lift margins, thanks to a premium-heavy cabin. Morgan Stanley now expects international EBIT to hit $1.23 billion by FY31, up more than two times, helped by continued strong premiums on other ultra-long haul routes. Risks: fading premium demand, more competition, or plane delays. But the broker sees Project Sunrise as a positive swing for Qantas’ value and business quality, even with near-term cash flow challenges.

Why this top expert thinks Qantas shares c…

Cochlear (ASX: COH): $10,000 a Year in Dividends Takes 1,705 Shares

July 21, 2026, 9:10 PM EDT. Investors chasing $10,000 in annual passive income from Cochlear Ltd (ASX: COH) dividends would need to pick up about 1,705 shares, or put down around $201,190 at the latest price around $118 a share. Cochlear pays $4.30 per share each year. The payout comes with an 85% franking credit, which means tax benefits and a grossed-up yield near 3.6%. Shares have pulled back since the $319.56 high this year, after weaker profits and Nexa rollout costs weighed on results. Competition remains tough, but Cochlear still dominates hearing implants. The dividend yield stays below what you’ll get from most ASX banks or Telstra. The interim dividend was held flat, and management is treading carefully before August 2026 full-year numbers.

How many Cochlear shares do I need to buy …

Bitcoin Moves Toward $65K as Tokenisation Gets Boardroom Focus, Circle Wins Banking Nod

July 21, 2026, 9:09 PM EDT. Bitcoin gained 1.29% to reach $64,675 after US inflation came in softer. Ethereum traded up 3.97%. Crypto market cap is now at $2.21 trillion, with Bitcoin holding $1.29 trillion and a 58.7% share. Tokenisation is getting more attention from financial companies, with 84% calling it a top priority, according to Broadridge’s survey. Firms are looking at hybrid traditional finance and blockchain setups. Circle Internet Group got the green light from the OCC to set up Circle National Trust Bank, tightening USDC oversight and custody. More stablecoin issuers are working closer with banks, showing digital dollars are finding a place in mainstream finance.

The infrastructure layer expands

Brazilian Rare Earths (ASX: BRE) Jumps After Alurion Raises A$50M in IPO

July 21, 2026, 8:54 PM EDT. Shares of Brazilian Rare Earths Ltd (ASX: BRE) traded higher after Alurion Resources pulled in A$50 million through its IPO, topping the maximum target. BRE keeps a 16% holding in Alurion, now worth A$41 million. Alurion plans to put the money into its Amargosa Bauxite-Gallium Project, funding a two-year build-out. The IPO drew strong backing from the market and shareholders, with Alurion set to list on the ASX by 30 July 2026. Attention now shifts to BRE’s Monte Alto rare earth project, where a scoping study is expected in August 2026. BRE shares are up 38% from last year, while the All Ordinaries Index showed little change.

Brazilian Rare Earths share price rises as…

Small Cap Rally on ASX; ADX Energy Gets $3.58M Boost

July 21, 2026, 8:52 PM EDT. Small caps are leading early on the ASX, with Ausmon Resources and Red Sky Energy both jumping 50%. ADX Energy has locked in $3.58 million to help fund European energy projects. Anson Resources confirmed an initial payment from POSCO for its Utah lithium plans. BOA Resources is about to start drilling at the Neds Creek copper project in WA. Bison Resources launched a magnetic survey on its Nevada gold ground. Black Canyon showed strong manganese concentrate production. Eden Innovations reported good results from Indian government concrete additive trials. Flynn Gold applied for a mining lease in Tasmania. Lithium Plus Minerals set its sights on Northern Territory rare metals after reviewing old data. Investors are showing more interest in exploration and development stocks this session.

Morning Feed: What’s cooking on the ASX?

AnteoTech's Ultranode 95 passes key US test for drone battery use

July 21, 2026, 8:47 PM EDT. AnteoTech said its Ultranode 95 silicon anode hit more than 390Wh/kg energy density and kept over 70% capacity after 300+ cycles in US third-party testing, beating drone battery minimums. The cells, run in a 5Ah pouch format, performed 40% ahead of standard graphite anodes. Certification from the Battery Innovation Centre backs its ability to be made at scale. AnteoTech is now working with drone battery makers in the US and Australia and has $11.2 million in cash. CEO Merrill Gray pointed to revenue momentum and fresh deals in Japan and South Korea. The US validation, AnteoTech said, moves the tech closer to commercial use in defence and larger drone markets.

AnteoTech powers up drone battery push aft…

ASX Eyes Early Gains as Oil Jumps on US-Iran Tension; WiseTech Global Picks Up FRDM.ai

July 21, 2026, 8:37 PM EDT.Australian shares look set to open higher after oil prices climbed to five-week highs on US-Iran tension, fueling supply fears and lifting energy stocks. Rising risks out of the Middle East have helped the sector. WiseTech Global said it bought FRDM.ai, an AI-based supply chain risk group, to expand tools for dealing with global supply chain issues.

ASX Preview: Australian Shares to Rise as …

Regal Partners (ASX: REG) NPAT Doubles, FUM Hits $21.4B on Fee Growth

July 21, 2026, 8:21 PM EDT. Regal Partners Ltd (ASX: REG) said first-half normalized profit after tax jumped to $90 million, about double from a year ago, helped by higher management and performance fees. Funds under management climbed 6% to around $21.4 billion as net inflows topped $1.3 billion. The PM Capital global strategy delivered solid performance fees, and inflows lifted across hedge, resources and royalty products. The Taurus Mining Finance Fund III pulled in about US$700 million during the quarter. The government’s water buy-back program led to some asset cuts. Full results are out August 24, 2026. Regal Partners says it’s keeping its focus on growth in alternatives.

Regal Partners: Profit doubles and FUM hit…

Aristocrat Leisure ASX:ALL up 9.3% in 2025 as consumer discretionary stocks draw buyers

July 21, 2026, 8:12 PM EDT. Aristocrat Leisure Ltd ASX:ALL shares have jumped 9.3% in 2025. The move comes as investors look at consumer discretionary names-companies selling non-essential goods and services. Aristocrat, a major Australian slot machine maker moving further into online gaming, has posted 11.7% annual revenue growth over the past three years, even with high interest rates. Still, the sector trails the ASX 200, putting up 2.84% annualized returns for five years compared to 3.53% for the broader index. ALL pays a 1.2% dividend yield, close to its five-year average of 1.3%. The stock trades at a price-to-sales ratio of 5.70x, just above its five-year mark of 5.64x. Consumer discretionary shares stand out for their familiar business models and ties to economic swings.

ALL share price: why investors like consum…

AI capex surge fuels stock concentration as investors eye diversification in 2026

July 21, 2026, 8:11 PM EDT. Big US hyperscalers are on pace to spend US$700 billion on AI capex in 2026, sending stock index concentration to highs not seen in years. The Magnificent 7 tech giants now make up close to 25% of the MSCI World Index. Semiconductors are now the biggest force in emerging market indexes. As the dominant names get bigger, concentration risk grows. Some are looking to diversify outside of the core AI trade. Ideas include picking semiconductor equipment companies, memory chip makers, or tapping Asia-markets like South Korea and Taiwan-where AI is boosting growth. Swapping in broader bets could help manage risk but keep investors in the AI rally.

All in on AI? 3 ways to diversify

Goldman Sachs Flags 16 ASX Stocks as Earnings Season Kicks Off

July 21, 2026, 8:10 PM EDT.Goldman Sachs has put the focus on 16 ASX firms for the coming profit season, pointing to names like NAB, Elders, Ansell, Treasury Wine Estates, Nick Scali, Cochlear and WiseTech. Australian wage growth has topped sales growth for five years, squeezing profit margins and piling on more pressure as the economy cools. Goldman Sachs analysts see volatility ahead for the ASX 200 with earnings forecasts diverging and passive and algorithmic investing set to trigger stronger reactions to surprises. With companies cutting costs and investors taking on more risk, the bank says this earnings period could test how firms hold up and how stocks trade.

Goldman Sachs’ 16 ASX firms to watch, incl…

Telix Pharmaceuticals (ASX: TLX) jumps on Q2 revenue beat, Bell Potter stays bullish

July 21, 2026, 8:09 PM EDT. Telix Pharmaceuticals (ASX: TLX) reported Q2 2026 revenue of US$247 million, up 21% from a year ago, on strong Precision Medicine sales that rose 30%. The company expects full-year revenue above US$1 billion, in line with its top-end guidance. Bell Potter kept its buy rating and a $19 12-month target, pointing to 26% upside from current prices. Investors are watching for an FDA decision on Pixclara in brain cancer imaging due September 11, 2026, which could reshape the stock. CEO Dr Christian Behrenbruch credited US dose growth and PSMA imaging for the revenue gains.

Are Telix shares a buy, hold or sell follo…

AI Capex Surge Lifts Big Tech Weighting — How Investors Can Hedge

July 21, 2026, 8:08 PM EDT. AI spending by U.S. hyperscalers could hit $700 billion in 2026, pushing big tech names to record share in key indices. The Magnificent 7 now make up almost 25% of the MSCI World Index. Three chipmakers alone drive 30% of the MSCI Emerging Markets Index. High returns from AI and cloud bets have built up risk around these heavyweights. Investors looking to cut concentration might look at the wider AI supply chain, picking up related names in semiconductor equipment or memory chips. Samsung, SK Hynix, and TSMC are helping boost Asian markets, especially South Korea and Taiwan. Keeping an AI tilt but spreading out bets may help lower index risk.

All in on AI? 3 ways to reduce concentrati…

Wesfarmers (ASX: WES) trades on lithium project news

July 21, 2026, 8:07 PM EDT. Wesfarmers Ltd (ASX: WES) shares traded after the company said it will move ahead with a lithium expansion at Mt Holland with partner Sociedad Quimica y Minera de Chile (SQM). The final investment decision would double annual spodumene output to as much as 760,000 tonnes by 2030, up from 380,000 tonnes now. That’s set to push costs lower and bring in cash faster, management said. Project capex is projected at $645 million-$715 million. Managing Director Rob Scott said the move should improve scale and boost returns for investors. The company continues to look beyond its retail base as lithium demand rises for batteries and EVs. Regulatory clearance is still pending. Construction may start in H2 2027.

Wesfarmers (ASX:WES) share price in focus …

Optiscan starts US breast cancer imaging trial at Mayo Clinic

July 21, 2026, 8:06 PM EDT. Optiscan Imaging ASX:OIL has kicked off a clinical study at the Mayo Clinic in the US, using its InVue and InForm imaging tools on 35 breast cancer patients having lumpectomy. The team is collecting data to back FDA 510(k) filings, which they hope to get cleared in the second half of 2026, and to build out its AI tissue assessment. InVue uses fluorescein sodium for imaging during surgery, while InForm scans tissue samples. Mayo surgical oncologists Dr. Jeffrey Johnson and Dr. Judy Boughey head the trial, aiming to check if an integrated workflow works for breast conserving surgeries. Optiscan says this plays into its push for broader clinical use and FDA approvals as it looks to address gaps in breast cancer treatment and surgery outcomes.

Optiscan to start new US breast cancer ima…

ASX set to climb as Wall Street chip stocks fuel optimism

July 21, 2026, 8:05 PM EDT. Australian shares are on track to open higher, with futures up 0.2%. Gains follow Wall Street’s chip rally, as tech stocks move on solid demand. The chip names led the charge in the US, sending a positive signal back to the ASX. Local traders look set to follow global buying.

The Morning catch-Up: ASX set to edge high…

ASX ETFs See 32.7% Gain; DHHF, VAS, VGS Highlighted for New Investors

July 21, 2026, 7:54 PM EDT. Australian ETFs jumped 32.7% in the year to June, taking in $61.6 billion in FY26 net flows as investors look for diversification and a simple way in. For those just starting out, three picks come up most often: Betashares Diversified All Growth ETF (ASX: DHHF), which spreads across 8000 global names and has delivered a 10.48% five-year return; Vanguard Australian Shares Index ETF (ASX: VAS), the biggest local ETF covering the top 300 ASX firms with low costs; and Vanguard MSCI Index International Shares ETF (ASX: VGS), holding around 1300 stocks in developed markets outside Australia. The ETFs give investors broad portfolios, aiming for growth and steady income.

Getting started with ASX ETFs? These 3 mig…

Beach Energy Q4 output flat, revenue slips, guidance coming in August

July 21, 2026, 7:53 PM EDT. Beach Energy posted Q4 production at 4.9 MMboe, up 1% from last quarter, while sales revenue slipped 5% to $400 million. The average realised oil price jumped 39% to $174 a barrel. Output picked up in the Perth Basin, up 15%, Otway up 4%, and Taranaki climbed 14%. Liquidity is $983 million with net gearing at 10.6%. Beach has gone 18 months without a recordable injury. Management says it will target higher-return growth in Western Flank and Perth Basin. FY27 guidance lands 6 August 2026. The share price has dropped 36% in the past 12 months, lagging the S&P/ASX 200 Index.

Beach Energy posts steady Q4 production an…

Age Pension Asset Test: 8 Things Aussies Nearing Retirement Need to Know

July 21, 2026, 7:52 PM EDT. If you’re 58 in Australia, it’s worth knowing how the Age Pension asset test works before you hit eligibility at 67. Asset limits aren’t the same for singles and couples, and whether you own your home matters. The test counts almost every asset except your main home, like shares, super, and anything offshore. Centrelink uses a deeming rule, setting a notional interest rate for income checks. If your assets go over the line you don’t lose everything-there are still part-pension options up to certain levels. Getting across these rules can help you plan and avoid pension surprises down the track.

8 things Aussies at age 58 need to know ab…

Tamboran Resources (ASX:TBN) Advances Beetaloo Wells, Shares Up But Still Trade Below Fair Value

July 21, 2026, 7:51 PM EDT. Tamboran Resources (ASX:TBN) finished key work at three Shenandoah South wells in the Beetaloo Basin and is aiming for first gas sales by Q3 2026. Shares climbed 7% to A$0.23, giving a 51% return in the past year. But the stock still sits under the A$0.38 fair value estimate, with future growth and margins seen as drivers. Tamboran hasn’t reported revenue yet and faces possible funding issues and delays. Its 2.8x price-to-book is higher than the sector, so the market may already be pricing in some optimism. The next steps around operations and financing will be important as the company tries to lock in sales and cash flow.

Tamboran Resources (ASX:TBN) Nears First G…

CBA slips despite brokers staying negative; three reasons it’s still a buy

July 21, 2026, 7:50 PM EDT. Commonwealth Bank of Australia (CBA) shares dipped 0.4% to $170.49 but are still up 6% for the year, beating the S&P/ASX 200. Every broker rates the stock a sell, with an average target that sits 28% below here, but there are still three reasons to like CBA. Its size and defensive profile put it in demand when markets get rough. The bank is steady, with half-year cash net profit up 6% to A$5.445 billion and both loans and deposits growing. CBA has paid fully-franked dividends since 1992, and forecasts show the payout lifting from A$5.15 per share in FY26 to A$5.45 in FY27.

3 reasons CBA shares are a screaming buy r…

Cleanaway Waste taps United Petroleum exec for CFO, holds FY26 EBIT target

July 21, 2026, 7:49 PM EDT. Cleanaway Waste Management (ASX: CWY) said Nigel Simonsz will take over as CFO from July 27, 2026, with Paul Binfield staying on through the first half of FY27 to support the change. The company kept its FY26 underlying EBIT forecast at about $470 million, unchanged from earlier guidance. Simonsz previously held senior finance roles at United Petroleum and Sigma Healthcare. Binfield, CFO for more than five years, was part of key deals and Cleanaway’s Blueprint 2030 program on growth and capital. Shares in Cleanaway have dropped 20% in the past year while the S&P/ASX 200 added 1%. Cleanaway plans to report full-year results on August 20, 2026 with more on the outlook then.

Cleanaway Waste Management appoints new CF…

Micronesian Island Sees More Aussies, Pushes Back on Bali Tag

July 21, 2026, 7:40 PM EDT. Australian visitor numbers are rising on a Micronesian island, bringing a lift for the local economy. But officials don’t want it compared to Bali, calling that island too commercial and packed. Leaders say they want tourism to grow but not at the cost of the island’s culture or environment. The plan is to get the benefits of more arrivals without changing what makes the place different.

Emerging holiday spot never wants to be Ba…

Ryanair Passenger Who Almost Got Sucked Out Says He’s ‘Mentally Destroyed’

July 21, 2026, 7:39 PM EDT. Ljubisa Karovic, the passenger nearly pulled out of a Ryanair flight after a rapid cabin decompression, says he is ‘mentally destroyed.’ Karovic left the hospital last week after being treated for shoulder and spine injuries. The incident sparked more questions over flight safety and what happens to passengers in emergencies. Ryanair still hasn’t responded to the mental health impact on those on board.

Man who was nearly sucked out of Ryanair p…

Dateline Resources (ASX: DTR) wins US court move, pushes rare earths and gold projects

July 21, 2026, 7:38 PM EDT. Dateline Resources Ltd (ASX: DTR) has won a US court ruling, getting the right to join proceedings tied to its Colosseum Mine. The decision from the US District Court lets Dateline work with the Department of Justice to defend its mining rights. The company is pushing ahead with its Colosseum Gold-HREE Project, after a BFS put its pre-tax NPV at US$785 million and IRR at 49.5%. Dateline is also moving into the Argos Strontium and Music Valley HREE projects in California. Shares are down 10% over 12 months, but Dateline is pressing on with legal steps and project exploration as it builds its North American rare earth and gold business.

Dateline Resources reports US legal victor…

Australian Bank Hybrids Wind Down Sends Investors to Senior and Tier 2 Bonds

July 21, 2026, 7:37 PM EDT. APRA’s move to phase out Australian bank hybrids is shifting investor flows into senior and Tier 2 bank bonds. Betashares QPON ETF, which holds senior floating rate bank bonds, is positioned as a defensive pick with little interest-rate risk and won a 2026 Lonsec Fund Manager Award. For those after more yield with some added risk, Betashares BSUB ETF focuses on Big 4 Tier 2 floating rate bonds, which sit above hybrids but below senior debt for claims. These Tier 2 notes come with interest-rate risk, default risk, and credit spread risks. With all hybrid securities set to mature by 2032, advisers have to rethink portfolios and can use ETFs for daily liquidity and specific exposure to bank debt, managing both risk and income targets as products change.

A better way to invest in bank bonds

Australia Economic Trends July 2026: Growth, Inflation, Housing Outlook

July 21, 2026, 7:36 PM EDT. Australia’s economy picked up since mid-2024 as housing and public spending lifted growth. Business investment has been up, led by data centre and green energy projects. Jobs market is steady, unemployment tracking at 4-4.5%. Inflation has moved higher, tied to strong demand and capacity pressure. Housing prices fell after Reserve Bank of Australia rate hikes and tax moves in the May Federal Budget, down 1.3% from March. More weakness is likely as investor demand falls. Consumer confidence is still close to record lows, showing that spending is cautious, even as incomes edge up.

Economic Trends: July 2026

Helia Group (ASX: HLI) says no hidden news after price drop triggers ASX query

July 21, 2026, 7:35 PM EDT. Helia Group Limited (ASX: HLI) answered an ASX price query after its shares fell from $5.58 to $5.07 and volumes spiked on 21 July 2026. The company told the exchange there’s no unannounced material info behind the move. ASX sent the letter looking into possible selective disclosure during the stock’s quick slide. Helia pointed to a new equity research report out on 20 July 2026 as a likely reason for the action and repeated that it’s following ASX Listing Rules, including continuous disclosure under Rule 3.1. The company said concerns about hidden earnings or deals were unfounded.

Helia Group Responds to ASX Price Query Fo…

Lynas Rare Earths (ASX: LYC) Hits Record A$288.9M Sales for June Quarter

July 21, 2026, 7:34 PM EDT. Lynas Rare Earths (ASX: LYC) reported A$288.9 million in sales for the June 2026 quarter, up 70% from a year ago, making it a record quarter. Cash and short-term deposits ended at A$1.2 billion. Total Rare Earth Oxide output reached 3,481 tonnes. The average price jumped to A$98.2 per kg as demand for neodymium-praseodymium and heavy rare earths stayed strong. Production rose after the company lifted capacity at Mt Weld and worked through bottlenecks at Kalgoorlie. Lynas also started up commercial output of Samarium oxide and moved its heavy rare earths project in Malaysia forward. A new supply agreement with JS Link is expected to help rare earth magnet capacity through 2038. The stock gained 58% in the last year, outpacing the ASX 200. CEO Pol Le Roux said the company has made clear progress on growth and aims to further diversify supply by 2030.

Lynas Rare Earths: June quarter earnings b…

SiteMinder, Catapult Sports, TechnologyOne picked as long-term ASX buys

July 21, 2026, 7:23 PM EDT.SiteMinder Ltd (ASX: SDR) is seeing global adoption for its hotel management platform, reporting a 27.4% jump in recurring revenue for H1 FY26 and now used by more than 53,000 hotels. Catapult Sports Ltd (ASX: CAT) is adding new clients for its wearable tech, with contract value rising 28% as 62% of customers increased product use. TechnologyOne Ltd (ASX: TNE) keeps serving councils, unis and government with core software, aiming for steady client ties. The three stocks stand out for long-term growth potential, recurring sales, and deeper sector integration, attracting investors looking for steady returns over 10 years.

3 growing ASX shares I'd buy and hold for …

Westgold Resources (ASX: WGX) Beats FY26 Gold Guidance, Sets New Production Record

July 21, 2026, 7:22 PM EDT. Westgold Resources Ltd (ASX: WGX) posted record gold output for FY26, producing 387,354 ounces. That figure tops its own target range of 345,000 to 385,000 ounces. All-in sustaining costs landed at $2,841 an ounce, inside the forecast band. The company ended the year holding $939 million in cash, bullion and liquid investments-up $575 million from last year. Westgold is debt-free and runs an unhedged book. The Q4 lift came from better grades and faster mining at key sites. The company also raised about $68 million from asset sales, bought back $27 million worth of shares, and spent $142 million on growth projects. Management said the focus stayed on simplifying the portfolio and where capital went. The full FY26 numbers and outlook for FY27 are coming in August 2026.

Westgold Resources exceeds guidance with r…

Resolute Mining Lifts ABC Project Resource to Over 3M Ounces

July 21, 2026, 7:21 PM EDT. Resolute Mining Ltd (ASX: RSG) said its ABC Project in Côte d’Ivoire now hosts a Mineral Resource Estimate of 3 million ounces of contained gold, up from 2.16 million ounces a year ago. The updated inferred resource is at 133 million tonnes grading 0.71g/t gold at a 0.3 g/t cut-off. Most of the ounces sit within 250 meters from surface, and deposits remain open at depth and along strike. Resolute has a $15-25 million plan that includes 80,000 meters of drilling and feasibility work through 2027. It’s targeting ABC to become its fourth mine, with several rigs turning and more drilling coming to upgrade confidence and move development forward. CEO Chris Eger called the project a key part of Resolute’s West Africa portfolio and pointed to its growth potential.

Resolute Mining grows ABC Project gold res…

2 ASX Stocks Yielding Over 8% in Dividends

July 21, 2026, 7:20 PM EDT. Two stocks on the ASX are showing dividend yields over 8% for investors chasing income. Shaver Shop Group Ltd (ASX: SSG) is offering a grossed-up yield of 10.5%. That figure includes franking credits, the tax credits passed to shareholders. Shaver Shop has raised its payout most years since fiscal 2017. WAM Microcap Ltd (ASX: WMI), which invests in small-cap names, is forecasting a 10.4% forward grossed-up dividend yield for fiscal 2026. WAM Microcap has also lifted its dividends each year since 2018. Both stocks underline the dividend options across the ASX for investors looking for high-yield names backed by business growth.

2 ASX shares with dividend yields above 8%

Paladin Energy Guides FY2027 Uranium Output, Costs for Langer Heinrich Mine

July 21, 2026, 7:19 PM EDT. Paladin Energy Ltd sees uranium production at 5.1-5.6 million pounds for FY2027 from its Langer Heinrich Mine. Sales guidance sits at 4.8-5.3 million pounds. Paladin put production costs in the US$44-48 per pound range. The miner said capex will be US$29-35 million, mostly for tailings and process upgrades. Output will be heavier in the second half, with early maintenance weighing on the first half. Paladin is using uranium loan facilities to help manage flow, and 400,000 pounds had been loaned by June 2026, some of which will be repaid through FY2027. The company said guidance could move on geopolitics. The stock last changed hands at A$8.56 after trading between A$6.03 and A$15.10 this year.

Paladin Energy sets FY2027 Langer Heinrich…

Australia Stocks Seen as Shelter as AI Shakes Asia Markets

July 21, 2026, 7:18 PM EDT. Australia’s stock market is drawing investors looking to avoid the AI-driven volatility that has rattled Asian shares. As AI-related trades send other markets swinging, Australia’s steady performance is pulling in interest from those wary of fresh sector turmoil and global swings.

Australia’s stock market emerges as haven …

DroneShield (ASX: DRO) slips from highs, some see upside as valuation eases

July 21, 2026, 7:08 PM EDT. DroneShield Ltd (ASX: DRO) shares, which were as high as $6.71, now trade around $2.17. Some investors call this a buy. The company could lift EPS from 2.6 cents in FY26 to 7.4 cents by FY28, which would pull its P/E down from 83 to 29 if it gets there. Rising demand for counter-drone gear as drones become a risk for military and infrastructure users could help DroneShield, which makes detection and response tech. Possible add-ons from recurring software and service revenue, not just hardware, might support its future numbers.

3 reasons to buy DroneShield shares now

ASX 200 eyes gains, S&P 500 snaps three-day drop, copper jumps

July 21, 2026, 7:07 PM EDT. The ASX 200 looks set to open higher with strength in some sectors. The S&P 500 ended a three-day losing run as earnings came in strong and worries over the economy faded a bit. Copper prices pushed higher on demand and supply issues. Metals are still seen as a gauge for the economy. Traders are watching mixed global data and geopolitical risk, with earnings and commodities staying in the spotlight for clues on where the market goes next.

Morning Wrap: ASX 200 to rise, S&P 500 sna…

Mercury NZ Q4 trading margin jumps 33% as renewables drive growth

July 21, 2026, 7:06 PM EDT. Mercury NZ Ltd posted a 33% jump in trading margin to $390 million in Q4, with more renewable output lifting numbers. The year-to-date margin hit $1.421 billion, helped by 1,163 GWh more generation. Q4 hydrological inflows came in at the 61st percentile, a touch lower than last year. Projects are moving ahead: all turbines are now up at Kaiwera Downs Stage 2, and Puke Kapo Hau got fast-track consent. The company also rolled out a new time-of-use electricity plan, Flex Rates, and put $75 million into geothermal drilling. Shares are down 2% over the year, but Mercury is pushing ahead with its 100% renewables strategy-hydro, geothermal, wind-and expects both big wind farms running by mid-FY27.

Mercury NZ trading margin jumps 33% as ren…

CBA up 10% in a month, but analysts stay cautious on valuation

July 21, 2026, 7:05 PM EDT. Shares in Commonwealth Bank of Australia (CBA) are up about 10% for the month, bouncing from a January low of $147.22 to trade near $171. The move comes after CBA posted $2.7 billion in Q3 profit, a 4% rise from last year, helped by higher lending and deposits, even as the economy has slowed. CBA’s price-to-earnings ratio stands at 26 times forecast FY26 earnings, well above rivals Westpac and ANZ, and its dividend yield is 3%. All eight covering brokers keep the stock rated sell, flagging stretched valuation as a risk, even as CBA’s scale and defensive position draw support. Investors will look to August, when the FY26 full-year numbers drop, for more on growth and earnings.

CBA shares have risen 10% in a month, are …

Goodman Group (ASX: GMG) trades above $29, data centre growth in focus

July 21, 2026, 7:04 PM EDT. Goodman Group (ASX: GMG) is a data centre play for investors betting on artificial intelligence and cloud computing. Shares are trading near $29.55, putting the price-to-earnings ratio for FY26 at about 23, a clear premium. The company’s 6.4 GW power bank and $14.5 billion pipeline of projects highlight demand for digital infrastructure. Goodman’s capital partners and conservative balance sheet with low gearing give it room to expand. Project delays and swings in data centre demand are risks. Analysts see growth and financial health but say the stock isn’t cheap. For some, a small entry could still make sense.

Should I invest $5,000 into Goodman Group …

Metcash and Charter Hall Long WALE REIT stand out for high yields on the ASX 200

July 21, 2026, 7:03 PM EDT. Investors looking for dividend yields above 6% in the S&P/ASX 200 don’t have many picks right now. The big four banks, Telstra, Coles, and Wesfarmers are all under 5%. Metcash Ltd (ASX: MTS) is one exception, paying a 6.08% trailing yield, which lifts to 8.69% with franking credits. Charter Hall Long WALE REIT (ASX: CLW) is another, offering a trailing 6.89% dividend yield from its long-leased office and industrial assets, though these payouts aren’t franked like Metcash’s. These numbers are based on the latest closing prices and highlight rare income options in the current low-yield market.

2 ASX 200 dividend shares with yields over…

ASX Futures Point Up as Oil Climbs, Wall Street Tech Names Jump

July 21, 2026, 6:49 PM EDT. ASX futures added 0.2%, setting up the Australian market for a higher open. Brent crude is at a five-week high after jumping 2.5% to $US91.41 a barrel. Tech and chip stocks led gains on Wall Street as investors looked ahead to results from Alphabet, Tesla, and Intel. The Dow gained 0.7%, S&P 500 rose 0.9%, and Nasdaq added 1.3%. Sandisk surged 14.3%, Western Digital was up 12.5%, and Micron Technology climbed 12.2%. Traders are watching for continued strong profits in AI in the June quarter and later.

Live: ASX to rise as oil prices hit five-w…

Riedel wraps up Laverton gold projects acquisition, adds Aussie ground to portfolio

July 21, 2026, 6:47 PM EDT. Riedel Resources (ASX:RIE) has closed its deal to take a majority stake in the Cosmo and Mt Venn gold projects in Western Australia’s Laverton region. The projects, picked up from Sarama Resources, add to Riedel’s Kingman project in Arizona and give it ground in two big gold jurisdictions. Paul Schmiede, formerly CEO of Sarama, steps in as Riedel’s new chief executive. Riedel issued 150 million shares to Sarama as part of the deal, handing Sarama a 32% stake. The Laverton assets sit near major mines including Gold Fields’ Gruyere and Regis Resources’ Duketon. Riedel said it’s set for faster drilling and exploration work now.

Riedel completes Laverton region gold deal…

ASX: SCG and ASX: TLS Stand Out for Dividend Income

July 21, 2026, 6:32 PM EDT. Investors looking for steady payouts are watching Scentre Group (ASX: SCG) and Telstra Group (ASX: TLS). Scentre owns 42 Westfield malls and keeps occupancy near 99.8%. The company said specialty sales rose 5.3% and rents gained 3.3%. It’s putting $240 million into a Westfield Bondi project, and sees a 4.9% payout yield for FY27. Telstra, the top telecom in Australia, posted stable revenue growth and raised its interim dividend by 10.5%. Both names have a track record of dividends and some growth, which has caught the attention of income investors in choppy markets.

2 ASX blue-chip shares offering big divide…

Brokers Back ANZ, Hub24, Qantas With Buy Ratings

July 21, 2026, 6:31 PM EDT. Brokers called out ANZ Group Holdings (ASX: ANZ), Hub24 Ltd (ASX: HUB) and Qantas Airways Ltd (ASX: QAN) as buys this week. Citi kept a buy on ANZ and set a $39.25 target, saying AI in banking could lift profits. Bell Potter stayed positive on Hub24, pointed to strong quarterly flows and growth potential, and put a $110 target on the stock. Morgan Stanley kept an overweight on Qantas, raised its target to $12.50, and said Project Sunrise is a main driver. Latest prices: ANZ at $35.70, Hub24 at $81.35, Qantas at $10.14.

Leading brokers name 3 ASX shares to buy t…

DroneShield Tops List of Cash-Strong Penny Stocks in Australia

July 21, 2026, 5:59 PM EDT. DroneShield ASX:DRO is drawing attention among Australian penny stocks-shares trading under A$5 that show solid balance sheets. The Sydney-based defence tech firm, which helps detect hostile drones for global military and security clients, reported A$216.8 million in revenue and carries a market cap of A$2.01 billion. The company is now profitable. Analyst forecasts see DroneShield’s revenue and profit growing faster than the wider Australian market as drone demand increases and more institutions buy in. Still, investors face risks with reliance on outside capital and an ASIC probe about earlier disclosures. Sigma Healthcare ASX:SIG, one of the country’s major pharmacy wholesalers, makes the list too. Sigma reported A$9.55 billion in revenue and trades close to fair value. Both firms offer examples of lower-cost stocks with steadier financials.

DroneShield Stock Leads These Financially …

Westpac (WBC) Valuation Sits Just Above Sector Average, Raising 2026 ASX 200 Questions

July 21, 2026, 5:46 PM EDT. Westpac Banking Corp (ASX: WBC) now trades at a PE of 18.9x-just above the bank sector’s 18x average. Simple math using $1.92 EPS and the sector PE gives about $35.44 per share, not far off today’s $36.22. Dividend discount models add depth, accounting for dividends and growth, but lean on harder-to-pin assumptions. WBC makes up more than a third of the S&P/ASX 200’s market cap, so investors watching dividends and value are eyeing whether the bank can top the index by 2026.

Can WBC shares beat the ASX 200 (XJO) in 2…

New Money’s Brandon van der Kolk talks YouTube growth, Buffett investing and the creator business

July 21, 2026, 5:45 PM EDT. Brandon van der Kolk, who started New Money, says building one of Australia’s biggest investing channels on YouTube comes down to trust and making content that lasts. He points to Warren Buffett’s playbook-focus on business quality, management, valuation, and the margin of safety. Brandon prefers long-term bets like Google and Meta, and says a repeatable investing process is key. He also shares takeaways from the Berkshire Hathaway meeting and talks about the changes in the creator economy.

New Money’s Brandon van der Kolk on YouTub…

Scentre Group ASX:SCG Slides 6.4% This Year; Coles ASX:COL Sits 15.9% Above 52-Week Low

July 21, 2026, 5:44 PM EDT.Scentre Group ASX:SCG is down 6.4% so far in 2025. The group runs 42 Westfield centres in Australia and New Zealand, holding assets over $34 billion and occupancy rates above 99%. Even with that, shares have lost ground. Coles Group Ltd ASX:COL now trades 15.9% over its 52-week low. Coles has about 28% share of the Australian grocery market and keeps its reputation for steady dividends since joining the ASX in 2018. SCG’s dividend yield is 4.29% compared to its five-year average of 4.78%. Coles pays a 2.92% yield, which is lower than its 3.76% average. Investors looking at these names might consider valuation measures like Discounted Cash Flow or Dividend Discount Models.

I’m keeping an eye on SCG shares in 2026

Analysts Back AMP Ltd and JB Hi-Fi ASX Shares as Buys

July 21, 2026, 5:43 PM EDT. AMP Ltd and JB Hi-Fi Ltd are getting buy calls from several analysts. AMP is guiding for 2026 H1 NPAT of $170 million to $180 million, with China partnerships and higher interest rates helping results. JB Hi-Fi runs four brands, keeps costs tight, pushes competitive prices, and has lifted its dividend every year since 2013. Forecasts point to a grossed-up yield of 6.3%, drawing in income-focused buyers. Analysts mainly rate both names buy or hold, putting the two among the key picks on the ASX.

2 ASX shares highly recommended to buy: Ex…

ASX Starts Up as Wall St Gains, Chips Jump, Oil Rises

July 21, 2026, 5:28 PM EDT. ASX 200 futures were up 0.2% ahead of the open on July 22, 2026, with traders looking to overnight gains in the US. The Dow climbed 0.7%, S&P 500 0.9%, Nasdaq 1.3%. The semiconductor index jumped 5% on rallies from names like Nvidia and Micron, bouncing back from recent losses. Hedge funds cut their positions in momentum stocks, which took off some pressure. Super Micro Computer shares rose after order growth news, while Atlassian dropped 6% on AI disruption worries. Brent crude added 2% to top $91 a barrel as US-Iran tensions threatened the Strait of Hormuz. The Trump administration is moving to impose new 10% tariffs on 60 trading partners to take over from expiring temporary duties by the end of the week, continuing trade protections.

Rise and Shine: Everything you need to kno…

Wesfarmers Dividend Math: Shares Needed for $10,000 Income

July 21, 2026, 5:14 PM EDT. Wesfarmers Ltd (ASX: WES) is on track for a projected FY27 dividend of $2.33 a share, up 8% on FY26 numbers. Forecast yield is 2.5%, or 3.6% counting franking credits. Investors chasing $10,000 in passive income would need about 4,292 shares without franking, or 3,005 with franking credits. Wesfarmers controls chains like Kmart, Bunnings, and Officeworks, helping the group deliver steady dividends. Shares have gained 30% since May. Some suggest looking at other ASX names for value and spreading portfolio risk. Wesfarmers says it will keep lifting dividends in line with earnings and cash flow, while holding its balance sheet steady.

How many Wesfarmers shares do I need to bu…

Bell Potter Sees 90% to 200% Upside in ASX Picks FAL, FEX

July 21, 2026, 5:13 PM EDT. Bell Potter points to Falcon Metals Ltd (ASX: FAL) and Fenix Resources Ltd (ASX: FEX) as ASX names with strong upside. Falcon Metals, focused on gold, could jump 201% to A$1.10 if drilling at its Blue Moon project in Victoria keeps delivering. The broker keeps its speculative buy call, citing upside in new mineralised areas. Fenix Resources, an iron ore producer, is seen gaining about 93% as it pushes sales and manages costs despite inflation. Bell Potter flagged a 14% lift in Fenix’s FY27 sales outlook, backed by extra port storage. Both shares are noted as high-risk, high-reward picks in the report.

Bell Potter says these ASX shares could ri…

BlueScope safety issues persist after fatality at $1.15bn Port Kembla project

July 21, 2026, 5:01 PM EDT. Safety issues keep cropping up at BlueScope Steel’s $1.15 billion Port Kembla blast furnace upgrade, months after a contractor died on site in November 2025. Jack McGrath was killed by a falling beam-an incident that led SafeWork NSW to step up inspections. There have been six more incidents since, including a 3-kilogram steel plate dropping four metres, though no one was injured. Unions and regulators point to possible systemic failure in safety protocols. SafeWork ordered a stop to work in June after finding major lapses. BlueScope’s safety record is facing extra scrutiny as the upgrade goes on.

Falling objects at BlueScope trigger breac…

Retail Traders Look to Nuclear Stocks With Direct Uranium Plays

July 21, 2026, 5:00 PM EDT.Nuclear energy stocks caught fresh interest as energy costs climbed and inflation fears lingered. Worley ASX:WOR is shifting to low-carbon power like nuclear and hydrogen, expecting 60% of next year’s revenue from sustainability. But the A$5.2 billion firm faces weaker earnings and funding questions. Boss Energy (ASX:BOE), valued at A$529.3 million, gives investors a more direct uranium bet through Honeymoon in South Australia and its Alta Mesa stake in Texas. Most of Boss’s uranium is still uncontracted, keeping its revenue close to uranium prices. Both names show the different angles traders are taking to get nuclear exposure as policy and markets move.

Nuclear Energy Stocks With Real Uranium Ex…

Micro-X (ASX:MX1) pushes compact X-ray tech after 20 years of R&D

July 21, 2026, 4:59 PM EDT. Micro-X (ASX:MX1) is leaning on two decades of cold cathode X-ray work to build portable medical imaging devices with its own carbon nanotube tech. The Adelaide group says its lighter machines can do away with old heavy X-ray tubes and cut radiation without losing image clarity. Its top products include the Rover mobile X-ray system-which a Ukrainian field hospital chief says has helped save thousands-and a small head CT scanner still in clinical trials. Backed by US government grants, Micro-X now wants to grow its commercial CT imaging offerings and reach healthcare, defense, and security customers globally. Chief Scientific Officer Brian Gonzales pointed to the tech’s clinical benefit and said the company is betting on more growth in small CT imaging.

Micro-X reaps rewards from two decades of …

Lithium Plus Minerals Pushes Ahead at Bynoe After Lei Deposit Upgrade

July 21, 2026, 4:58 PM EDT.Lithium Plus Minerals (ASX:LPM) is moving forward at its Bynoe lithium project in the Northern Territory, right next to Core Lithium’s Finniss operation. The company holds the high-grade Lei deposit, which shows mineralisation similar to Finniss, supporting ideas for further development. Core Lithium halted work after prices fell, but Lithium Plus still sees expansion opportunities across the area’s strong pegmatite clusters. Access to infrastructure helps keep costs down. Lithium Plus, acquired by founder Dr Bin Guo in 2018 and listed in 2022, is moving from exploration to development as lithium markets recover on electric vehicle demand.

Lithium Plus Minerals plots path to Bynoe …

ASX starts FY27 with new gold, copper, and uranium IPOs as trading stays busy

July 21, 2026, 4:57 PM EDT. The ASX opened FY27 with more mining IPOs, as gold, copper, and uranium listings hit the boards after a record FY26. Over 100 new companies joined the exchange last year and A$91 billion was raised. Lux Copper (ASX:LUX) priced a A$15 million IPO for Alaskan exploration, run by veterans from the sector. Gwardar Resources (ASX:GRS) is lining up a July 2026 float, targeting gold and copper in Western Australia. Activity in critical minerals stays high, even as markets work through global volatility and rising costs. Lithium names could keep analysts’ attention as more deals come up.

IPO Watch: Will gold and copper float to t…

Queensland Triple Zero System Upgrade Pushed to 2027 on Iran War, Hormuz Strait Disruptions

July 21, 2026, 4:45 PM EDT. The $12.7 million project to update Queensland’s Triple Zero (000) phone system is now facing delays to March 2027, with officials blaming supply chain problems tied to the Iran war and closure of the Strait of Hormuz. The upgrade, run by Queensland Ambulance Service (QAS), started in March 2024 and was due for completion in December 2026. Emergency calls are still being answered without interruption; QAS handled a call every 24 seconds in early 2026. The upgrade is set to replace old infrastructure, boost reliability, and add more support for dispatchers, targeting over one million emergency calls a year. Project risk switched from ‘amber’ after costs climbed, back to ‘green’ following a review. Adjustments continue as the team works to keep scope and functionality balanced to deliver on enhanced services.

Iran war delays upgrades to Queensland’s T…

ASX 200 poised to open higher; oil, gold rally, broker backs Hub24

July 21, 2026, 4:43 PM EDT. The S&P/ASX 200 Index looks headed for a stronger start, up 0.25% in early trade, after US markets rallied overnight. Energy names such as Beach Energy and Santos may see a lift after oil prices jumped 2% on US-Iran tensions that sent crude to a five-week high. Bell Potter kept its buy call on Hub24, pointing to a 35% upside as strong super inflows continue. Gold bounced 1.8%, helping Westgold and Northern Star, as traders bet on lower Middle East risks. Westgold, Lynas Rare Earths, Paladin Energy and more are on watch with fresh quarterly numbers coming later.

5 things to watch on the ASX 200 on Wednes…

Qantas, Woolworths, and ResMed Drawing Investors on Market Position

July 21, 2026, 4:42 PM EDT. Qantas (ASX: QAN), Woolworths (ASX: WOW), and ResMed (ASX: RMD) are getting support from investors who like their strong market positions and established brands. Qantas stands out for its big local network, steady loyalty business that includes credit cards and partners, and its push for more fuel-efficient aircraft. Woolworths is holding firm in the essential groceries market, using online sales, delivery, and loyalty data to compete. ResMed continues to target growing demand for sleep apnoea and breathing help as more people get diagnosed. There are still risks, including airline swings and grocery rivals, but investors say these companies’ strategic advantages and management are why they look good for long-term investment.

Why I'd buy Qantas, Woolworths, and ResMed…

Macquarie Group ASX:MQG jumps 25%, JB Hi-Fi ASX:JBH trades well under highs

July 21, 2026, 4:27 PM EDT. Macquarie Group Ltd ASX:MQG shares are up 25% since the start of 2025, driven by strength in investment banking and asset management. MQG posted a FY24 debt/equity ratio of 258.5%, showing heavy leverage, with a 10.4% ROE and an average dividend yield of 3.2% over five years. JB Hi-Fi Ltd ASX:JBH, on the other hand, trades 34.5% below its 52-week high. JBH grew revenue 2.5% a year over three years, but net profit slipped from $506 million to $439 million for FY24. JBH’s ROE comes in at 29.5%, so returns remain high even as earnings fall. Investors should weigh these numbers in context before acting.

MQG and JBH shares: 2 ASX shares to watch

Cogstate (ASX: CGS) Jumps 53% This Year on Contract Wins, Clinical Platform Growth

July 21, 2026, 4:26 PM EDT. Cogstate Ltd (ASX: CGS) rallied 53.4% over the past year, beating the ASX All Ordinaries healthcare index’s 0.7%. Ellerston Capital’s James Barker pointed to Cogstate’s digital cognitive platform for clinical drug trials, now expanding into mood, sleep, and rare disease work. The company said contracts signed jumped 116% to US$89 million (AU$127 million). First-half revenue climbed 12% to $26.9 million, and net profit after tax rose 16% to $4.5 million. CEO Brad O’Connor called out record sales and contract growth, saying these boost Cogstate’s market position. Some analysts are still cautious on buying right now.

Up 53%, here's why this ASX All Ords healt…

BHP Shares Jumped 235% in a Decade. Can That Happen Again by 2036?

July 21, 2026, 4:25 PM EDT.BHP Group Ltd shares have climbed almost 235% in the last ten years, leaving the S&P/ASX 200 Index’s 60% return behind. The miner’s next phase depends on copper demand from electrification, renewables, and EVs. BHP picked up more copper exposure with the 2023 OZ Minerals buy, which could help earnings. Low-cost, large operations in Western Australian iron ore and Olympic Dam still fuel steady cash flow and returns. Population growth, urbanisation, AI and energy security are likely to keep resource demand up. Still, commodity cycles and China’s demand are big risks. Forecasting another 235% run isn’t realistic, but BHP’s position gives it a shot to keep leading the sector.

BHP shares have tripled in the past 10 yea…

China Puts Pressure on US AI With Free Models From Moonshot, Alibaba

July 21, 2026, 4:13 PM EDT.China’s push in AI is cutting into the US edge as startup Moonshot drops its Kimi K3 open-source coding model for free, taking aim at top US offerings like Google’s delayed Gemini 3.5 and Anthropic’s Claude. Kimi K3 focuses on front-end coding, and has kicked off a wave of new users and activity. Alibaba also showed off its Qwen3.8 Max, dialing up the heat. State subsidies are helping Chinese outfits cut costs and outprice US rivals, dealing a fresh challenge to Silicon Valley and stoking investor worries about US firms keeping their lead.

Headaches for Silicon Valley as China chip…

RMT to Strike at East Midlands Railway Over Aurora Train Safety Fears

July 21, 2026, 4:09 PM EDT. RMT union is calling strikes at East Midlands Railway for three Saturdays from August 1, citing what it says are unresolved safety risks with the Class 810 Aurora trains. RMT points to faults on the new units that can knock out critical systems, meaning resets cut staff communication and could slow down evacuations. EMR rejects claims that safety standards have been breached, but admits reliability and maintenance problems and says it’s working with Hitachi Rail to fix them. The union says management isn’t moving fast enough despite talks. EMR plans to roll out the Class 810s in phases as fixes continue.

RMT union plans East Midlands Railway stri…

ASX Dividend Picks: EQT Holdings, GWA Group Draw Income Hunters

July 21, 2026, 4:05 PM EDT. Dividend stocks are getting attention as ASX volatility stays high. EQT Holdings (ASX:EQT) shows a 6.18% yield with steady earnings cover and a 11.7x P/E, making it one for steady income. GWA Group Limited is yielding more at 6.57%, but its 90.6% payout ratio could spark questions about how long it can keep that up. Both appeal to income-driven buyers, though their risk profiles don’t match. With markets shaky, tracking payout stability and cash flows is key for investors here.

ASX Dividend Stocks EQT Holdings And 2 Mor…

Betashares BGBL, A200, QLTY ETFs Seen as Buy-and-Hold Picks

July 21, 2026, 4:01 PM EDT.Betashares ETFs give broad access to global and Australian shares. The Global Shares ETF (BGBL) holds roughly 1,000 stocks from over 20 developed markets, spreading risk across regions like the U.S., Europe, and Japan, plus sectors such as tech and healthcare. The Australia 200 ETF (A200) tracks 200 of the ASX’s biggest names and covers major local areas like banking and mining, making it a solid option for Australian exposure alongside global holdings. The Global Quality Leaders ETF (QLTY) holds 150 global firms picked for profitability, balance sheets, and steady earnings, favoring companies with strong fundamentals. For long-term investors, these ETFs offer diversification and quality through swings in the market.

Why these Betashares ETFs could be strong …

FY26 Tax Return Countdown: ATO Strategies, Key Dates for Aussies

July 21, 2026, 3:57 PM EDT. The FY26 tax return deadline lands on 31 October 2026 for self-lodgers and 15 May 2027 if using a registered tax agent, so Australians are looking for ways to reduce their tax bill. Some are pushing to maximise deductions-think work expenses, donations, investment costs-provided everything is well documented for the ATO. Franking credits from fully franked dividends are another tool, with retirees often able to cut tax down or score a refund. The 50% capital gains tax discount applies on assets held over a year, though the FY26 rule already rolled over. Super contributions made before 30 June 2026 can also help, especially since the concessional cap rises to $32,500 from 1 July 2026. Missing the cut-off risks penalties and lost benefits.

The FY26 tax return deadline is around the…

Building a $200,000 ASX Portfolio for Retirement Income

July 21, 2026, 3:53 PM EDT. A $200,000 ASX-focused portfolio aiming for a 4-5% annual dividend yield can throw off $8,000-$10,000 a year before tax and franking. The plan: put $100,000 in blue-chip dividend stocks like Commonwealth Bank, Telstra, and Coles; $40,000 into REITs such as HomeCo Daily Needs and Charter Hall Long WALE for property exposure; $40,000 to the Vanguard MSCI Index International Shares ETF for growth and inflation cover. Keep $20,000 in cash for withdrawals. That mix targets steady income with some growth to help the money last.

How I would turn $200,000 into an ASX reti…

ASX set for early gains as US tech shares lift S&P 500, Google debuts new AI products

July 21, 2026, 3:38 PM EDT. The S&P 500 climbed 0.9% overnight, with a rebound in artificial intelligence AI stocks pushing the index higher after a recent slide. Shares in chipmakers including Micron Technology jumped 12.7% while Nvidia was up 1.5%. This came as Brent crude passed $91 a barrel due to fresh U.S.-Iran worries, adding to inflation and rate hike fears. The ASX is expected to open up 0.2% after finishing flat. Rising oil has investors wary about growth prospects. Quarterly results from 3M, Hasbro, and General Motors also lifted Wall Street mood. The Australian dollar hovered close to US70 cents ahead of the open.

ASX set to advance, tech stocks push Wall …

Appen (ASX:APX), Duratec (ASX:DUR) in Focus as ASX Penny Stocks Draw Interest in July 2026

July 21, 2026, 3:25 PM EDT. Traders watch ASX penny stocks as global tensions keep markets jumpy. Appen Limited (ASX:APX) is unprofitable but debt-free, with a A$245.7 million market cap and now trades under fair value. Its speech recognition business just got a boost from a new partnership. Duratec Limited (ASX:DUR) runs in infrastructure, with a A$593.77 million valuation. The company posts steady profit growth and solid cash flow, enough to cover its debt. Debt-to-equity is climbing but management stays positive on outlook. Both stocks offer speculators a shot at growth in this rough patch for small-caps.

ASX Penny Stocks To Watch In July 2026

ASX Undervalued Stocks Catch Eyes as Futures Point Lower

July 21, 2026, 3:23 PM EDT. Australian stock market futures point down 0.6%, and traders are looking at undervalued names for possible upside. Xero, PolyNovo and Electro Optic Systems Holdings are among the ASX stocks trading 43-49% below what discounted cash flow models suggest as fair value. Aurelia Metals (ASX:AMI) is at A$0.33, or about 43.6% under fair value, with annual earnings growth seen at 21.3% for the next three years and a 37% chance for price gain. Electro Optic Systems ASX:EOS, which has a A$1.59 billion market cap, is trading 47.4% below fair value, targeting 33% annual revenue growth as it expands abroad. The stocks stand out for growth forecasts and strategy moves as uncertainty weighs on the market.

ASX Stocks That May Be Trading Below Estim…

LSE rolls out LSE 24 in a push for digital and AI markets, says TD Cowen

July 21, 2026, 3:08 PM EDT. The London Stock Exchange (LSE) has launched LSE 24, which TD Cowen said is a move toward digital and AI-driven markets. LSE is working to add advanced tech in its trading, aiming for better market efficiency and wider access. TD Cowen called LSE 24 an important move as the exchange bets on digital tools that could change market structure and how investors interact.

London Stock Exchange's LSE 24 signals a b…

Expert Says Academic Paper Limits Needed as AI Lifts Output

July 21, 2026, 2:55 PM EDT.AI technologies are pushing out more academic papers than ever, putting new pressure on peer review and quality checks. Muhammad Aamir Cheema says researchers should face annual caps on paper output to protect research quality and shift the focus to judgment instead of numbers. He argues the push to publish is outdated now that AI makes writing papers faster. His proposal would put limits-possibly averaged over several years and tailored per discipline-to make researchers more selective about what they submit. Cheema calls this a fix to the overflow problem at the source, in contrast to efforts focused on reviewing published work more closely.

As AI writing proliferates academics shoul…

BHP ASX:BHP Trades Rich on Cash Flow Model, Still Priced for Growth

July 21, 2026, 2:54 PM EDT. BHP Group shares have delivered a 72.8% total return over five years but now screen 39.5% overvalued using a Discounted Cash Flow (DCF) view. The DCF model, which brings future cash flows into today’s dollars, pegs the intrinsic value below BHP’s current price. On earnings, though, the share changes hands at a 20.3x price-to-earnings ratio, about double the metals and mining group average of 10.6x, as investors are betting on BHP’s long-term copper expansion plans. Only 1 out of 6 valuation checks comes up positive and the stock’s broader valuation score is weak, which could cap more gains after the recent run-up. Risks from execution issues and industrial actions like the Port Hedland strike threat may hit cash flow in the short term. The market is weighing a steep DCF gap against peer-like multiples.

BHP (ASX:BHP) Shares Look Rich On Cash Flo…

LSE Plans Nearly 23-Hour Trading Days

July 21, 2026, 2:53 PM EDT. The London Stock Exchange said it will extend trading to 22.83 hours a day, aiming for more access and liquidity. The new hours break from tradition and put the LSE closer to other global markets that run almost around the clock. The change may heat up competition with rival exchanges and shift trading habits. BlackRock is seeing internal fights over fees, Polymarket is under fire for alleged insider trading, and data center firms are looking into gold mining, as the sector deals with new hurdles and ideas.

LSE Will Trade 22.83 Hours a Day

Superannuation Needed for a Comfortable Retirement at 63

July 21, 2026, 2:52 PM EDT. If you’re looking to retire at 63, you’ll want about $854,000 as a single or $1.05 million as a couple in super, says the Association of Superannuation Funds of Australia (ASFA). That’s higher than the $630,000 singles and $730,000 couples would need at 67, since retiring early means covering more years. ASFA’s ‘comfortable’ retirement goes beyond the Age Pension, factoring in private health, holidays, and upkeep around the house. These numbers assume you own your home and can get some Age Pension from 67. If you’re still paying off a mortgage or renting, add those costs. To retire before the average 65, check if your super lines up with these amounts.

How much superannuation do I need to retir…

Thames Water Faces Fresh Bondholder Plans as Burnham Pushes for Public Control

July 21, 2026, 2:36 PM EDT. The crisis at Thames Water is deepening, with bondholders floating new plans as the threat of special administration grows. Andy Burnham is out front pushing for more public control of the business. Bondholders’ latest options range from a golden share-giving ministers veto rights on spending-to more power for local authorities and better terms on the finances. Earlier, they offered a 30% haircut and over £7 billion in equity and debt, but Moody’s says losses may hit 40-50%. Burnham is for public ownership, but it’s not settled if that’s full nationalisation or special administration. Both paths face legal fights over debt and could drag out the process. Weak bondholder terms so far have pushed the government to step up. That pressure could move investment and reform efforts faster.

Burnham has forced greater clarity at Tham…

ASX set for weaker open as oil climbs on Middle East worries

July 21, 2026, 2:05 PM EDT. The Australian sharemarket is on track to start down 36 points, or 0.4%, with tensions in the Middle East sending oil prices higher. Uncertainty is up as traders watch for fallout from the conflict, which has pushed up geopolitical risk and rattled energy prices. Futures point to a cautious open on the ASX, with energy stocks among the hardest hit. Investors are also watching for any signs of supply trouble and higher inflation tied to the latest regional instability.

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

London Stock Exchange Starts Round-the-Clock Trading Push

July 21, 2026, 1:50 PM EDT. The London Stock Exchange (LSE) will start a nearly 24-hour trading window, looking to sync up with other global markets. The exchange is trying to keep its standing as international trading gets more connected. Analysts say longer hours might not be enough by themselves to bring the LSE in line with bigger overseas rivals.

LSE Is Launching A Nearly 24-Hour Trading …

Healey calms UK markets after surprise finance role, tax and borrowing questions linger

July 21, 2026, 1:41 PM EDT.John Healey taking over as finance minister under Prime Minister Andy Burnham briefly calmed nerves in UK markets. But worries hang over possible tax hikes and higher government borrowing. UK bonds still felt pressure as weak growth keeps investors watching fiscal policy moves.

New UK finance minister calms market but i…

Lindt Easter Chocolate Sales Slip After Price Hike

July 21, 2026, 1:38 PM EDT. Lindt said sales fell 0.9%, with Easter chocolate volumes down 7.5% following an 11.8% price increase that hit the UK, Germany and Switzerland hardest. The company blamed weaker Easter demand, Middle East conflicts hitting airport sales, and fewer tourists due to geopolitical tensions. Pre-tax profit dropped 1.5%. Lindt has changed prices and stepped up marketing, targeting a volume rebound in H2 2026 and growth in 2027. The price spike comes as the industry faces higher costs from climate-driven cocoa shortages, pushing chocolate prices up 7.9% per year-well ahead of UK inflation at 2.8%.

Lindt's Easter chocolate sales fall after …

Ferguson (FERG) drops LSE listing, trades only in New York; analysts say shares undervalued by 20%

July 21, 2026, 1:35 PM EDT. Ferguson Enterprises (FERG) is now off the London Stock Exchange after finishing its secondary delisting, shifting all trading to the New York Stock Exchange. Shares have slipped 3.91% in the last 30 days and are down 12.92% over 90 days, even as the one-year total shareholder return sits at 5.71%. Some analysts put fair value at $284.57 a share, while the latest close was $229.02, so about 20% under their estimate. Growth comes from HVAC expansion, recent acquisitions, and its private label push, but falling commodity prices and weaker residential markets could squeeze margins. With the delisting now done, investors are left weighing the positives and new risks around where and how they can trade the stock.

Is Ferguson Enterprises (FERG) Undervalued…

LSE rolls out 24/5 trading venue built for AI agents, plans on-chain settlement

July 21, 2026, 1:05 PM EDT. The London Stock Exchange has launched LSE 24, aiming it at AI agent-driven trading. The build is native for machine-to-machine links and uses hybrid matching. Unlike US operators bolting on more hours, this is a separate venue, open 24 hours a day, five days a week-from 7:00pm to 5:00pm. LSE 24 plans an on-chain settlement track to move past old batch cycles. The exchange cites the surge in AI trading, now said to account for about 89% of global equity flows. LSE 24 targets truly autonomous AI, trading without humans in the loop, and sets itself apart from NYSE, Nasdaq, and other US upstarts sticking to stretched legacy hours.

London Stock Exchange Builds AI-Native 24/…

Catapult Group International ASX:CAT shares jump 9% on FY26 numbers, M&A moves, and renewed takeover talk

July 21, 2026, 1:04 PM EDT. Catapult Group International shares rose about 9% after the company posted record revenue near US$141 million and a 67% gain in operating profit for the year ending March 31, 2026. The Melbourne-based sports-tech firm saw Annual Contract Value lift 28% and EBITDA up 50%, putting them closer to the software sector ‘Rule of 40’ mark. Catapult picked up two businesses this year, buying German football analytics shop Impect and US weight-room tech player Perch. The stock also got a push from takeover speculation. Investors should check the latest ASX prices and metrics before acting.

Catapult Group International (ASX:CAT): Wh…

3 UK Growth Stocks Leave S&P 500 Behind in 2026

July 21, 2026, 1:03 PM EDT.CMC Markets, Hardide, and another UK stock are running ahead of the S&P 500 so far this year. CMC Markets turned in a 20% rise in pre-tax profits, is building more institutional links, and pushing into ‘Super App’ plans for the UK market, showing a 17% ROE. Hardide, which trades on AIM, reported a 27% jump in revenue and £1 million EBITDA, with a high 33% ROE but a steep price-to-book that could mean it’s expensive. These names are drawing attention from investors looking for growth, not the usual FTSE 100 yield picks, and are holding up despite broader market uncertainty.

3 under-the-radar UK growth shares that ar…

Greggs Offers 4.3% Dividend Yield Even After 8% Drop in Shares This Year

July 21, 2026, 12:32 PM EDT. Greggs Plc (LSE: GRG) stock is down 8% over the past year, and 41% over the last five years, but still gives holders a dividend yield of 4.3%, outpacing the FTSE 250 at 3.4%. The company pays out 69p per share, so 1,000 shares bring in £690 a year. Revenue has stayed steady, but profits dropped 9% last year and the dividend wasn’t raised. A bump in 2024 looks unlikely. Greggs stays profitable and cash generative even as it spends more on a new distribution centre. The board held the payout, but dividends aren’t guaranteed, and while a cut isn’t expected, it could happen. The next update comes July 29.

Here’s the passive income 1,000 Greggs sha…

FTSE 100 climbs as Chancellor Healey talks fiscal control

July 21, 2026, 12:31 PM EDT. The FTSE 100 finished up 0.6% at 10,585.91 after new Chancellor John Healey stressed the need for firm fiscal policy, calling it key for stability. The FTSE 250 rose 0.9% and AIM gained 1.1%. Defence names led, with Babcock International jumping 7.6% and BAE Systems up 1.8%, after Healey’s earlier defence post and push for higher spending. Elsewhere in Europe, Paris CAC 40 moved up 0.3% and Frankfurt DAX 40 added 0.7%. The pound slipped against the dollar and euro. Prime Minister Andy Burnham put forward an £850 million electricity tax cut in a bid to tackle the cost-of-living squeeze. The market is looking for more on government plans as new leadership and Middle East tensions weigh on sectors tied to oil.

FTSE 100 ends up as Healey pledges fiscal …

AustralianSuper Plans to Double Private Credit Bet to $20 Billion

July 21, 2026, 12:17 PM EDT. AustralianSuper, which manages $410 billion in retirement savings, wants to boost its private credit stake to almost $20 billion over four years. The fund will take private credit from just above 1% to 5% of its assets. Katie Dean, its fixed income chief, said more members are going into retirement and the fund is betting on private credit for steadier returns. The push comes as the sector faces doubt in markets.

AustralianSuper defies private credit fear…

LSE Rolls Out LSE 24 Trading Platform for Near-24-Hour Weekday Action

July 21, 2026, 12:16 PM EDT. The London Stock Exchange is moving ahead with LSE 24, a near-24-hour trading venue set to run from 17:00 to 07:50 weekdays, with a half-hour break. Due in the first half of 2027, the platform will target Exchange Traded Products (ETPs) first, chasing investor demand for more global access. LSE 24 centers on digital and algorithmic trading and includes central limit order book plus RFQ tools, aiming for more transparency and liquidity. LSE says the goal is to stay competitive with Asian and US markets, stretching hours and eventually linking up with its upcoming Digital Securities Depository. CEO Julia Hoggett said LSE 24 is not just about extra trading hours-it’s a move to more automated, connected global markets. For now, the exchange still faces the challenge of drawing volume and liquidity after London’s main trading day ends.

The London Stock Exchange’s round the cloc…

BAE Systems, Babcock Climb as Markets Eye UK Defence Budget Moves

July 21, 2026, 12:00 PM EDT. BAE Systems shares rose 0.8% and Babcock International jumped 4% on July 21 after John Healey, who pushed for bigger military budgets, was named UK Chancellor. Healey previously quit as defence minister over spending disputes and is seen as a supporter of boosting UK defence budgets to meet NATO pledges. Babcock, with more than 70% of its revenue from the UK, is more tied to any surge in domestic spending. BAE Systems benefits from its global reach, especially the US, and its 2.2% dividend yield and hefty backlog help explain its higher forward P/E versus Babcock. The share gains come as investors look for a stronger UK defence budget under Healey.

Here’s why Babcock and BAE Systems shares …

RBA Rate Hike Bets Jump as Oil and Fuel Costs Spike on US-Iran Tension

July 21, 2026, 11:44 AM EDT. Chances of a Reserve Bank of Australia rate hike have doubled. Global oil is up 23% in two weeks on the back of fresh US-Iran tensions, and Brent is closing in on $90 a barrel as reserves thin out. In Australia, diesel is now $2.10 per litre, up 40 cents, and unleaded petrol is up by 25 cents, after less government fuel excise relief. ANZ puts November hike odds at 80%, moving up from 40%. CBA’s Luke Yeaman says oil might even hit $150 a barrel if there’s no deal, which could keep inflation high and push the RBA to act.

RBA now twice as likely to hike interest r…

Banks Are Stronger, But Financial Stability Now Depends on Non-Banks

July 21, 2026, 10:59 AM EDT. Banks are much safer after stricter rules put in place post-2008. But stability risks have shifted. Asset managers, hedge funds, and other non-bank firms now account for over 50% of global financial assets-$256.8 trillion in 2024, according to the Financial Stability Board. The next shock could come from outside the banking sector. Margin calls, wider collateral haircuts, or sudden freezes in market liquidity can hit fast, often before banks feel the strain. Risks tend to move through derivatives, repo markets, and investor redemptions, so strong banks no longer guarantee overall market safety.

Strong banks do not guarantee financial st…

MONY Group (LSE: MONY): 6.4% yield, low P/E stand out after record H1 revenue

July 21, 2026, 10:58 AM EDT. MONY Group (LSE: MONY), which runs Moneysupermarket.com and MoneySavingExpert.com, posted a 6% rise in H1 like-for-like revenue to £227.1m-a record for the period. Adjusted earnings grew 3% to £75.5m, helped by cost cuts and gains from the Insurance side. MONY shares fell 5% after the results on growth nerves. The company now has a 6.4% dividend yield, double the FTSE 250 average of 3.1%, and trades on a low forecast P/E of 10 as sector AI risks linger. MONY stock has outperformed both the FTSE 100 and 250 so far this year. Full-year earnings are seen in line with consensus. For income-focused investors, MONY remains a notable FTSE mid-cap play for passive yield.

With a 6.4% yield and P/E of 10 is this FT…

LSE rolls out LSE 24, eyes digital round-the-clock trading

July 21, 2026, 10:57 AM EDT. The London Stock Exchange is rolling out LSE 24, a venue set to operate nearly 24 hours a day, five days a week, from 17:00 to 07:50. LSE expects to begin testing by late 2026, with ETPs debuting in early 2027. The plan targets digital and AI-driven markets as the exchange pushes for longer trading hours and more access.

London Stock Exchange's LSE 24 signals a b…

Compumedics (ASX:CMP) jumps as revenues rebound, contract wins draw focus

July 21, 2026, 10:43 AM EDT. Shares in Compumedics Limited (ASX:CMP) climbed almost 14% to about A$0.27 on renewed trade, putting its market cap near A$51 million. The Australian medical tech outfit, which focuses on sleep and neuro diagnostics, posted a 23.5% rise in trailing twelve-month revenue to roughly A$58.5 million. Growth is back on after a flat fiscal 2025. Compumedics exports globally, including its Somfit wearable sleep monitor. Profits are still thin and swingy, but steady contract wins-especially from China-and product moves have brought in investors. The next financials land August 28, 2026.

Compumedics (ASX:CMP) Jumps: Why Investors…

Filtronic up 2,220% in five years, outpaces Rolls-Royce gains

July 21, 2026, 10:42 AM EDT. Filtronic Plc, which makes RF components used in 5G and satellite communications, has climbed 2,220% over five years, besting Rolls-Royce Holdings’ 1,320% run. The jump got a push from its deal to supply technology to SpaceX’s Starlink network, with SpaceX weighing a 10-15% stake. New orders from European defence and US satellite players add to growth signs. Filtronic’s full-year report arrives 4 August, with revenue expected to clear £55.5 million and adjusted EBITDA topping £11.1 million, both ahead of consensus. The company’s net cash sits at £11.3 million. Analysts say investors want more contract news to back up the stock’s high valuation in what remains a crowded aerospace market.

This ex-penny stock has crushed Rolls-Royc…

How Much Super You Need for $60,000 a Year in Passive Income

July 21, 2026, 10:41 AM EDT. If you want $60,000 a year in passive income from your super, the amount you need saved depends on your portfolio’s dividend yield. With a 3% yield, you’ll need about $2 million. At 4%, that drops to $1.5 million. A portfolio yielding 5% means about $1.2 million needed, and if you get between 6-8% yield, you might need $1 million or less. Risk goes up with higher yield stocks, so most advisors suggest diversifying across quality companies and different sectors in the S&P/ASX 200. Many start by making monthly investments to let their balance grow with compounding, building toward a balanced dividend yield for consistent income.

How much do I need in my superannuation to…

LSEG Rolls Out LSE 24 Digital Trading for 24-Hour Market Access

July 21, 2026, 10:09 AM EDT. The London Stock Exchange Group (LSEG) launched LSE 24, opening a new digital trading service that runs 24 hours, five days a week, from 5pm to 7:50am GMT with a short pause. The venue supports digital, algorithmic, and agentic trading, targeting more flexible options for investors and broader global liquidity. First up will be Exchange Traded Products (ETPs), with trading in those starting in early 2027. LSE 24 uses AI-driven, automated workflows and keeps to the rules and oversight of the main regulated market. Julia Hoggett, CEO of LSE, called this a significant step to more connected global markets and longer trading hours.

London Stock Exchange Group launches digit…

Mony Group (LSE: MONY) slips 5% on growth worries despite record revenue, high yield

July 21, 2026, 10:08 AM EDT. Mony Group Plc (LSE: MONY), which owns Moneysupermarket.com and MoneySavingExpert.com, posted a 6% jump in H1 revenue to a record £227.1 million and adjusted earnings up 3% at £75.5 million. Insurance saw steady 4% growth, but shares dropped 5% as investors weighed growth risks. The stock now trades on a 6.4% dividend yield, well above the FTSE 250’s 3.1% average, and carries a forecast P/E ratio of 10. Growth remains muted, though the dividend is solid and rising, which may still catch the eye of income investors as UK market uncertainty drags on.

With a 6.4% yield and P/E of 10 is this FT…

UK M&A Tops $60 Billion as Mitie Group Taken Over

July 21, 2026, 9:51 AM EDT. More than $60 billion worth of takeovers have rolled through the UK stock market, with London-listed firms shedding over $2 billion each week. The Mitie Group Plc buyout is the latest move in a string of deals as consolidation keeps up in the sector. Corporate buyouts are hitting UK equities as this wave continues.

The Great British Takeover Tops $60 Billio…

Flow Traders Looks to Gain, ICE Feels the Heat as LSE 24/5 Trading Goes Live

July 21, 2026, 9:36 AM EDT. The London Stock Exchange is rolling out LSE 24, its new 24/5 digital trading venue targeting cross-time-zone liquidity and fresh trading infrastructure. Flow Traders, a big name in ETP liquidity, could see a boost as non-stop trading ramps up. Intercontinental Exchange, with its US$79.1 billion market cap and multiple business lines, faces more competition as LSE 24 grabs for order flow in European and global markets. While ICE’s product suite and earnings have grown, its high-margin exchange business could take a hit if more automation and competition kick in. Investors are tracking moves in market share and possible regulatory changes as digital trading picks up pace.

Flow Traders Stock And 2 Exchange Shares F…

LSE to roll out 24/5 trading platform LSE 24 by 2027

July 21, 2026, 9:35 AM EDT. The London Stock Exchange said it plans to launch LSE 24, a new platform for 24/5 trading, in early 2027, targeting digital, algorithmic and agentic flows. LSE 24 will run Monday through Friday and aims to let global investors trade almost around the clock. The venue is set to list Exchange Traded Products (ETPs) first, pending sign-off from regulators, and will build on London’s ETP market. LSE 24 is expected to combine a central limit order book with request-for-quote, meant to boost price transparency and liquidity. The platform is set to operate next to the Main Market, using AI-enabled workflows and LSEG’s Digital Securities Depository.

London Stock Exchange to Launch LSE 24

Lloyds Banking Group LSE:LLOY Hits 112p High—Could It Reach 168p or Fall to 56p?

July 21, 2026, 9:18 AM EDT. Lloyds Banking Group shares LSE:LLOY touched 112p, marking their best level since 2008. The stock got a lift from solid numbers and talk of possible UK rate increases, which could mean more profit for the lender. But Lloyds is exposed to the UK economy, with risks from any housing slump or recession, plus rising unemployment could drive up bad debt. The bank is also dealing with a £1.95bn motor finance compensation issue, adding more pressure. With shares trading on a price-to-earnings ratio of 15.93, close to the FTSE 100’s 16.4 average, the market isn’t calling the stock overvalued. Analysts are split on the outlook, with some eyeing a run to 168p and others warning of a drop to 56p. Still, most don’t see shares crashing by half in a year unless bad news hits hard.

At 112p, where next for the Lloyds share p…

Legal & General dividend yield hits 7.3%, sees ISA demand rise

July 21, 2026, 9:03 AM EDT. Legal & General (LSE: LGEN) is getting more attention from UK Stocks and Shares ISA investors in 2026 as its forecast 7.3% dividend yield stands out. After reforms made Cash ISAs less competitive, investors have shifted money into high-yield picks like Legal & General. The insurer has grown its annual dividend from 5.55p in 2006 to 21.79p expected for 2025. Plans call for more than £5bn to go back to shareholders between 2025 and 2027, including a £1.2bn share buyback with its 2025 results. Risks like lower Solvency II coverage could weigh, but steady dividends and share buybacks keep passive income in focus for shareholders.

This dividend stock has a 7.3% yield, and …

UK Jobs Flat, Wage Growth Weakest Since 2019

July 21, 2026, 8:50 AM EDT.UK payroll numbers showed no growth, according to new figures from the Office for National Statistics (ONS). Private sector pay gains slowed to their lowest rate since 2019. The figures come as Greater Manchester Mayor Andy Burnham pushes on job creation. The stalled jobs market and weaker wage rises come as local economies continue to deal with inflation and the cost-of-living squeeze.

Lack of UK jobs growth highlights challeng…

LSE to Offer 24-Hour Trading by 2027

July 21, 2026, 8:49 AM EDT. The London Stock Exchange said it’s rolling out 24-hour trading in 2027. The LSE is making the shift as more trading moves to U.S. venues with longer or round-the-clock sessions. The new overnight option will give global investors near-continuous access outside the usual London window. LSE is trying to keep liquidity on its books and stay useful as trading patterns shift.

London Stock Exchange plans 24-hour tradin…

Vanguard Lowers Fee on Vanguard FTSE All-World UCITS ETF

July 21, 2026, 8:48 AM EDT. Vanguard cut the fee on its Vanguard FTSE All-World UCITS ETF, bringing costs down for investors looking for broad global equity exposure. The provider said the lower expense ratio should help the ETF stay competitive. The Vanguard FTSE All-World UCITS ETF tracks the FTSE All-World Index, covering developed and emerging markets. Vanguard said this fee change is part of its push to keep investment costs low.

Vanguard reduces fees on Vanguard FTSE All…

Analysts See Rolls-Royce Up 34% by Christmas, but Valuation Still Stretched

July 21, 2026, 8:33 AM EDT. Rolls-Royce Plc shares could gain up to 34% by Christmas, based on analyst forecasts. Sixteen of twenty analysts rate the stock a Buy, and the average 12-month price target is 1,450p to 1,490p. The stock is seen as having upside, but one estimate only calls for a 9% move, pointing to the high price-to-book ratio of 43. Analysts say Rolls-Royce’s financials look solid, with FY2025 revenue at £20.1 billion and pre-tax profit of £6.94 billion. There are risks-defence budget cuts and possible operating slowdowns could weigh on the shares. Investors are still factoring in those risks as Rolls-Royce deals with broader volatility.

Could Rolls-Royce shares lock in another 3…

Janus Electric (ASX: JNS) jumps on AUD10m North American order

July 21, 2026, 8:18 AM EDT. Janus Electric (ASX: JNS) shares traded higher after the company landed a North American truck conversion order worth about AUD10 million. The new deal brings the firm’s order book to 45 vehicles. Janus, which converts diesel trucks to battery-electric and supports those with a battery-swapping network, called it a key step in moving beyond the Australian market. The contract targets North American heavy transport fleets that want to cut emissions. Janus said recurring revenue from battery hire and servicing lifts with the new order, and it is putting more into manufacturing and infrastructure as it pushes ahead with commercializing its electric heavy truck tech.

Janus Electric (ASX: JNS) Rallies Followin…

Kelty Slams Australia’s Economic Management, Sees Missteps on Tax and Spending

July 21, 2026, 8:03 AM EDT. Bill Kelty, the former ACTU boss, told a parliamentary inquiry that Australia’s tax and spending settings are overdone. Kelty said there’s something wrong when commodity prices are strong but living standards go backwards. He said those conditions point to big policy errors, leveling fresh criticism at the government’s economic management.

Former ACTU boss Bill Kelty slams Australi…

Hammer Metals Gets Rival Bids for Mount Isa Assets

July 21, 2026, 7:47 AM EDT. Hammer Metals (ASX: HMX) has two takeover offers for its copper-gold assets in Queensland’s Mount Isa region. The board is backing a binding agreement with Larvotto Resources, citing certainty for the deal, even as Austral Resources has put forward a higher non-binding bid. If shareholders approve, Hammer holders would get Larvotto shares under a scheme arrangement, with the deal still needing regulatory and shareholder sign-off. Key tenements include the Kalman project and nearby deposits, all in an active mining area with existing infrastructure and processing plants. Shareholders are waiting to see scheme documents and meeting dates as management reviews any possible improved proposals.

Hammer Metals (ASX: HMX) Draws Competing A…

Mitie jumps 38% after OCS lines up £3.1bn takeover

July 21, 2026, 7:31 AM EDT. Mitie shares shot up 38% after OCS agreed to acquire the company in a cash deal worth about £3.1bn. Shareholders get 218.5p a share plus a possible 3.1p final dividend, taking the total up to 221.6p and a 44.7% premium to the last close. The move brings together two UK players with combined revenues of roughly £8.5bn, boosting reach in public sector, defence, healthcare and infrastructure. Mitie also showed a 10% revenue rise in the quarter to £1.406bn, with contract wins up 33% to £1.6bn. The deal is part of a steady stream of UK-listed firms exiting London’s equity market.

Mitie shares soar as takeover agreed

FTSE 100 up as investors react to Burnham's new team, early policies

July 21, 2026, 7:30 AM EDT. The FTSE 100 gained 0.3% after UK Prime Minister Andy Burnham named John Healey as chancellor and announced measures like scrapping VAT on household electricity bills. Healey, known for Treasury experience, reassured investors, helping gilt yields settle after some uncertainty over fiscal plans. Babcock and other defence stocks jumped on hopes for more sector funding. Miners Antofagasta rose 3%, Glencore added 2%. Marks & Spencer and other UK-focused names moved higher as markets priced in better consumer spending on Burnham’s early moves.

FTSE 100 reacts well to Burnham’s first mo…

Thames Water Lenders Offer Golden Share as Nationalisation Talk Grows

July 21, 2026, 7:15 AM EDT.Thames Water’s main lenders are putting a golden share on the table for the UK government, which would give ministers veto rights on moves like mergers as they try to block nationalisation. This comes after a £10 billion bailout plan-with debt write-offs and more cash-was turned down. Lenders also want more say for local councils, taking a page from the United Utilities-Greater Manchester setup. Prime Minister Andy Burnham’s government is pushing more public grip on vital services, but officials are still wary of big financial risks like full debt repayment. Ofwat still needs to sign off on any deal. Lenders say their reworked offer brings bigger benefits for customers and the environment.

Thames Water lenders offer 'golden share' …

LSE rolls out 24-hour trading platform

July 21, 2026, 7:14 AM EDT. The London Stock Exchange said it will launch a 24-hour trading venue, pushing global efforts for all-day stock dealing. The plan lets investors trade shares nonstop, in line with changes at other big exchanges. LSE says the move should boost market access in more time zones and cut trading gaps for global clients. Around-the-clock hours could help liquidity and give tighter pricing, even outside regular sessions. This is a major change for the LSE as demand for all-hours access keeps rising.

Another major stock exchange moves toward …

Harvest Minerals Surges on Brazil Rare Earth Deals; IQE Up as Earnings Beat | AIM Movers

July 21, 2026, 7:13 AM EDT.Harvest Minerals soared 77.8% after closing on eight rare earth assets in Brazil using a mix of cash and shares, moving deeper into critical minerals. IQE, which makes semiconductor wafers, came in ahead of forecasts for the first half, reporting at least £64 million in revenue and targeting 30% full-year growth as aerospace and 3D sensing orders rise. Shares leapt 21.3%. Gateley shares put on 15.75% with the CEO set to exit due to health, as the legal group reported 8% revenue growth but profits held back by higher costs. Midwich Group said sales hit £640 million and profits rose 10%, trading up 6.77% even with patchy regional results. Other active names: Guardian Metal Resources and Quantum Helium climbed. Revolution Beauty and Sintana Energy fell.

AIM movers: Harvest Minerals acquires rare…

ASX Futures Down as Middle East Tensions Drive Oil Higher

July 21, 2026, 6:58 AM EDT.Australian sharemarket futures point to a 0.4% drop for Tuesday, with renewed Middle East tensions lifting oil prices and rattling sentiment. Investors pulled back as energy supply fears grew, which hit risk appetite. Concerns over more volatile global markets remained, as conflict pushed commodity prices around.

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

Investec or Aberdeen: Which UK Dividend Stock Stands Out Now?

July 21, 2026, 6:30 AM EDT. Investec and Aberdeen Group are both on the radar for income-seekers in UK finance. Investec, now in the FTSE 100 after an upgrade, posted a 5.48% bump in its dividend, 4.2% revenue growth, and reports strong capital, which backs up its 6.2% yield as a potentially safe and growing payout. Aberdeen, whose shares have lost 50% since 2018 and faced struggles rebranding, has clawed back 26.6% in the last year and yields 5.8%. That payout’s future is less clear and will hinge on Aberdeen’s turnaround. Investors looking for stability are leaning toward Investec for its record. Those after a potential rebound could look to Aberdeen. With markets still choppy, both are getting attention from income hunters.

Investec vs Aberdeen: which is the better …

LSE to Roll Out 24/5 Digital Venue With LSE 24

July 21, 2026, 6:29 AM EDT. The London Stock Exchange said it plans to launch LSE 24, a new venue for digital, algorithmic, and agentic trading, aiming to offer 24/5 trading from Monday to Friday. The move is meant to let investors trade around the clock, reacting to market events and tapping liquidity no matter the time zone. LSE 24 will run alongside existing hours, not replace them, and uses LSEG’s current market infrastructure. It is set to start with Exchange Traded Products in the first half of 2027, waiting on regulatory sign-off, and could add equities later. CEO Julia Hoggett said the venue should boost liquidity, efficiency and participation, and help keep London a top global financial hub.

London Stock Exchange to launch LSE 24

London Stock Exchange to roll out LSE 24 overnight trading in 2027

July 21, 2026, 6:28 AM EDT. The London Stock Exchange said it will launch LSE 24, an overnight trading venue for exchange-traded products, in early 2027. Trading will run from 5 p.m. to 7:50 a.m. London time, keeping the venue open nearly through the weekday, except for a 30-minute pause for daily processing. LSE is pitching the project as a way to extend access to select securities outside the regular 8 a.m. to 4:30 p.m. market window. The exchange is targeting global investors, especially those in Asia, and moves as rivals like Nasdaq extend trading hours and crypto platforms run around the clock. LSE 24 will start without single stocks and will instead list diversified ETPs, which the exchange said should manage risk for market-makers.

LSE Plans Overnight Trading Venue for Earl…

FTSE 100 Gains as Oil Drops, Earnings in Focus

July 21, 2026, 6:27 AM EDT. The FTSE 100 pushed higher Tuesday, lifted by softer oil prices as reports surfaced on U.S.-Iran mediation. Traders kept an eye on a batch of earnings this week, with market sentiment shaped by mixed data. The slide in oil prices helped energy shares and underpinned the broader index. Market participants stayed cautious with more corporate results on deck.

London's FTSE 100 climbs as oil prices eas…

Amtech lands Cumberland Packaging ERP deal, extends reach in UK market

July 21, 2026, 6:12 AM EDT. Amtech Software picked up a deal to provide its Encore ERP platform to Cumberland Packaging Ltd., a big UK corrugated packaging maker. The move takes Amtech beyond its usual UK label business and into the packaging sector. Cumberland will run the ERP system to manage production, inventory and delivery. CEO Chuck Schneider called the win part of Amtech’s plan to grow across the UK and Ireland. Amtech is pushing further into UK packaging tech with this contract.

Amtech Wins UK ERP Contract, Expands Packa…

Intuitive Surgical (ISRG) Drops 41% Even With Solid Numbers

July 21, 2026, 6:11 AM EDT. Intuitive Surgical (NASDAQ:ISRG) stock has fallen about 41% since January, even as the robotic surgery leader posts strong recurring revenue at 84%, solid profit margins, and a firm balance sheet. The company’s da Vinci systems are in use by over 101,000 trained surgeons globally, which keeps switching costs high. Quarterly revenue jumped 19% to $2.9 billion, and earnings of $2.80 a share came in ahead of forecasts. Despite quick growth in procedures and healthy fundamentals, the shares still trade below value, which some think creates a possible buying chance with the wider market unsettled.

Down 41% since January, this quality S&P 5…

Compass Group Keeps Profit Outlook After Solid Q3

July 21, 2026, 5:57 AM EDT. Compass Group PLC stuck with its full-year profit guidance after a solid third quarter, saying it expects underlying operating profit to grow. The British foodservice and support services company pointed to strong operations and ongoing demand, even with market uncertainty. Management said it can handle cost and supply pressures. Compass shares were steady as investors took in the outlook. The company keeping its target is a positive sign as others in the sector weigh growth against inflation and rising costs.

Compass sticks with profit guidance after …