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Wraps & Blogs

Wraps & Blogs
Earnings season blog: Alphabet, Uber, and more
Re-live our live blog coverage of earnings season! This is the time of year when publicly traded companies report their financial results, giving investors and analysts a glimpse into their performance and future outlook. We'll bring you real-time updates, analysis, and commentary on the latest earnings reports from major companies across various sectors. Stay tuned as we break down the numbers and provide insights into what these results mean for the market. ______________________________________________________________________________________Summary Eli Lilly soars on weight loss drug revenueQualcomm issues weak guidance amid memory shortageAlphabet forecasts massive capital expendituresUber beats revenue estimates despite income hitNovo Nordisk shares plummet as it projects drop in salesThe New York Times Company's profits and expenses both riseSony lifts its guidance_______________________________________________________________________________________ 8:53 am (AEDT): Good morning! Harlan Ockey here to walk you through the day's earnings. Starting off on the NYSE, Eli Lilly (LLY) surged past estimates as revenue for its weight loss medications continued to rise. Total revenue was up 43% year-over-year to US
Wraps & Blogs
Azzet Unpacked: Earnings dominate the week in business
Global markets navigated a week shaped by shifting rate expectations, geopolitical manoeuvring and a heavy slate of corporate earnings, with investors balancing resilient company performance against rising macro and policy risks. All the top moves, shakes, and red-hot takes from Azzet's editorial team are right here in your weekly business wrap every Friday (30 January, 2026). Monday was quiet due to a public holiday in Australia, but the rest of the week more than made up for it:Commodities, chips and geopolitics set the toneTrading resumed on Tuesday with a strong focus on resources and strategic supply chains. Optimism around the longer-term commodities cycle resurfaced amid renewed investor appetite for materials tied to electrification and energy transition themes. That theme dovetailed with a surge in interest in critical minerals, underlining Washington’s push to secure domestic supply. Energy markets added to inflation concerns, with energy prices spiking as a severe winter storm swept across the United States, triggering widespread energy disruptions. In technology, the AI arms race remained central as Microsoft revealed Maia 200 AI chips, showcasing the group’s push to deepen in-house silicon capabilities, wh
Wraps & Blogs
Earnings season blog: Apple, Visa, and more
Re-live our live blog coverage of earnings season! This is the time of year when publicly traded companies report their financial results, giving investors and analysts a glimpse into their performance and future outlook. We'll bring you real-time updates, analysis, and commentary on the latest earnings reports from major companies across various sectors. Stay tuned as we break down the numbers and provide insights into what these results mean for the market. ______________________________________________________________________________________Summary Visa, Mastercard both beat on strong cross-border volumesApple busts records with growth in iPhone salesComcast posts mixed results, broadband customers fallCaterpillar exceeds estimates, flags tariff hitSAP shares plummet as cloud growth slowsSandisk shares soar on sales spikeRoyal Caribbean surges on high guidance_______________________________________________________________________________________ 8:54 am (AEDT): Good morning and happy Friday! Harlan Ockey here to walk you through the day's earnings. Starting off on the NYSE, Visa (V) beat revenue estimates for a fourth consecutive quarter, driven by a surge in cross-border volumes. Revenue was up 15% to US$10
Wraps & Blogs
Earnings season blog: Meta, Tesla, and more
Re-live our live blog coverage of earnings season! This is the time of year when publicly traded companies report their financial results, giving investors and analysts a glimpse into their performance and future outlook. We'll bring you real-time updates, analysis, and commentary on the latest earnings reports from major companies across various sectors. Stay tuned as we break down the numbers and provide insights into what these results mean for the market. ______________________________________________________________________________________Summary Tesla sees first annual revenue decline on recordMicrosoft beats estimates, but cloud growth flagsMeta revenue surgesStarbucks issues guidance again as sales riseSamsung posts record operating profitAT&T fibre segment powers earnings beatPlus General Dynamics, Levi Strauss, ASML, IBM, Southwest Airlines, and more_______________________________________________________________________________________ 8:58 am (AEDT): Good morning! Harlan Ockey here to walk you through the day's earnings. Kicking things off with Volvo (STO: VOLV-B), sales remained flat last quarter, with profits taking a significant hit from tariffs.. Net sales fell by 11% to SEK 123.8 billion (US$14.
Wraps & Blogs
Azzet Unpacked: Space for both this week in business
A week of trade spats and courtroom brawls saw the Trump crew hog the front pages again. From ten-figure lawsuits aimed at the big banks to the looming threat of new taxes on anything coming over the border, the line where the law meets the till stayed messy and thin. And billionnaire Jeff Bezos is sending his own satellite network into space to join Elon Musk in a lofty game of Space Monopoly. All the top moves, shakes, and red-hot takes from Azzet's editorial team are right here in your weekly business wrap every Friday (23 January, 2026). Here is what actually happened this week:MondayThe week kicked off with more legal grandstanding as Elon Musk went after $134 billion from OpenAI and Microsoft. Back home, Donald Trump’s own books showed a $100 million bet on bonds, while Scott Bessent, the man picked for the Treasury, told everyone the top court won't stop the President's new trade taxes.World News: Iran told the U.S. to stay out of it as deaths from local riots topped 5,000.Trade: European bosses stood by Denmark as the U.S. rattled the tax sabre.Markets: China’s growth hit its lowest point since 2023, though Aussie nest eggs grew by 35% over the last three years.Rules: The White House wants to let folks raid their

Wraps & Blogs
Azzet Unpacked: This week's business: Seizing Caracas
While the markets are busy cheering for record highs, the underlying stories reveal a world where sovereign borders are treated as negotiable assets and valuations have drifted into the stratosphere. Investment banks posted record profits and US markets hit all-time highs on the back of semi-conductors and a relentless artificial intelligence (AI) data centre expenditure. All the top moves, shakes, and asset managerment rakes from Azzet’s editorial team are right here in your weekly business wrap every Friday (16 January, 2026). Hold onto your britches as we lay out the week that was.Operation Absolute ResolveIf you thought the era of interventionism was in the rear-view mirror, think again - it has just been rebranded as a surgical resource recovery mission. Operation Absolute Resolve (the names are more Hollywood than Hollywood nowadays…), which culminated in the capture of Venezuelan President Nicolás Maduro, is looking more and more like a hostile takeover of a failing petro-state. The military execution was a textbook display of tech dominance using stealth platforms to blind local defences while specialised units extracted a head of state from his own fortified bunker. While the United States claims to be secu
Wraps & Blogs
Azzet Unpacked: Greenland deal heats up; inflation cools
CY2026 so far has been defined by humanity's current buzz sectors - energy and tech. As markets gobbled up a cooldown in American inflationary pressure, the real heat was generated by Washington’s renewed interest in Greenland and a tightening grip on South American energy flows. All the top moves, shakes, and high-stakes power plays from Azzet’s editorial team are right here in your weekly business wrap every Friday (9 January, 2026). From the boardrooms of Silicon Valley - where xAI secured a war chest that would make most nations blush - to the halls of Copenhagen, where sovereignty is being fiercely defended, the team at Azzet put the squeeze on some big topics in business this week. Here's what you need to know:MondayThe week opened with a focus on yield and long-term stability as analysts suggested that 2026 Aussie bonds and fixed interest are set to remain attractive for investors seeking a safe haven. This positive sentiment was bolstered by a strong lead from New York, with the ASX set to rise after a higher close on Wall Street. However, the transition to green energy faced a legal hurdle as wind developers moved to challenge lease suspensions, highlighting the ongoing friction between industrial rollout a
Wraps & Blogs
Azzet Unpacked: New year, world and week in business
The first few days of 2026 have felt more like a Tom Clancy novel than a standard trading week as sovereign interests and industrial consolidation collided across the board. While the world watched Mar-a-Lago for back-channel diplomacy, the real action was unfolding in strategic mineral basins and the boardrooms of Silicon Valley. All the top moves, shakes, and high-stakes power plays from Azzet’s editorial team are right here in your weekly business wrap every Friday (2 January, 2026). We saw Nvidia effectively nationalise the chip sector, Chile seize control of the lithium market, and a flurry of Washington summits that left the global order looking for a new baseline. Here is what you need to know:MondayThe week opened with Donald Trump holding a high-stakes call with Vladimir Putin ahead of proposed talks with Volodymyr Zelenskyy, signalling a frantic start to the 2026 diplomatic calendar. Simultaneously, the U.S. hammered its "maximum pressure" agenda by banning new foreign drones from entering the country, a move designed to kneecap the market dominance of China’s DJI and fortify domestic sovereign capability. NASA chief Jared Isaacman is leaning into the new era of American space supremacy, promising a return
Wraps & Blogs
US Q3 earnings wrap: Mega-cap momentum cools
The glow of a blockbuster United States third-quarter earnings season is now fading into the background, and investors are beginning to reassess the resilience of the equity rally that has defined much of 2025. Lofty valuations across major names - particularly among the so-called “Magnificent 7” technology giants - are prompting fresh caution as mixed economic signals and weakening consumer sentiment fuel debate about whether markets are entering a necessary cooling phase. Volatility, too, is creeping higher, with levels hitting peaks last seen during President Donald Trump’s “Liberation Day” tariff announcements earlier this year, reviving anxiety about trade-related disruptions, supply-chain resilience, and the sustainability of corporate margins. Against this backdrop, the latest earnings season has revealed several dominant themes, from diverging performance among mega-cap tech names to surprisingly robust results from consumer and financial companies navigating tariff and inflation pressures.Tech titans lose steam after earningsThe market reaction to some of the most heavily traded stocks in the world has been far from uniform. NVIDIA, which has become the bellwether of global artificial intelligence investment, is