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ASIC has cancelled Trive Financial Services Australia's AFS licence (No. 424122) effective 1 July 2026, formalising a wind-down that began when the CFD provider voluntarily halted new client onboarding in April 2025, as part of a broader industry sweep that recovered close to $40 million for more than 38,000 retail investors.]]> Fri, 24 Jul 2026 02:04:34 +1000 https://stockwirex.com/news/asic-trive-afs-licence-cancellation-july-2026/ https://stockwirex.com/news/asic-trive-afs-licence-cancellation-july-2026/
Brent crude surged past US$100 per barrel on 24 July 2026 after Houthi attacks on Saudi tankers combined with Trump's military threats against Iran, triggering a simultaneous repricing across bonds, equities, and central bank timelines that investors in fixed income, energy, and rate-sensitive growth cannot afford to ignore.]]> Thu, 23 Jul 2026 23:41:34 +1000 https://stockwirex.com/news/oil-price-surge-brent-100-july-2026/ https://stockwirex.com/news/oil-price-surge-brent-100-july-2026/
The Magnificent 7 selloff wiped US$767 billion in market value in a single session as Tesla's 39% EPS miss and Alphabet's US$195-205 billion capex guidance shocked investors who had priced these names as near-certainties in the AI trade.]]> Thu, 23 Jul 2026 23:40:14 +1000 https://stockwirex.com/news/magnificent-7-selloff-july-2026/ https://stockwirex.com/news/magnificent-7-selloff-july-2026/
Alphabet posted its first-ever negative free cash flow quarter as a public company after $44.9 billion in Q2 2026 capex overwhelmed operating cash flow, while Tesla missed earnings estimates the same night, as the Alphabet Tesla earnings season exposed the quantifiable financial cost of the AI arms race across two of America's most widely held stocks.]]> Thu, 23 Jul 2026 15:08:19 +1000 https://stockwirex.com/news/alphabet-tesla-earnings-ai-capex-july-2026-2/ https://stockwirex.com/news/alphabet-tesla-earnings-ai-capex-july-2026-2/
STMicroelectronics stock dropped 15% on 23 July 2026 despite a 35% non-GAAP EPS beat, as a Q3 revenue guide landing 1-2% below analyst consensus was enough to reprice the entire recovery trajectory in a single session.]]> Thu, 23 Jul 2026 11:39:49 +1000 https://stockwirex.com/news/stmicroelectronics-stock-drops-guidance-miss-july-2026/ https://stockwirex.com/news/stmicroelectronics-stock-drops-guidance-miss-july-2026/
ServiceNow's AI-related annual contract value crossed $1 billion in Q2 2026, confirming the company has moved from pitching AI to earning from it, with subscription revenue up 24.5% and 123 large enterprise deals logged in a single quarter.]]> Thu, 23 Jul 2026 10:36:06 +1000 https://stockwirex.com/news/servicenow-q2-2026-earnings-july-2026/ https://stockwirex.com/news/servicenow-q2-2026-earnings-july-2026/
Alphabet posted $119.8 billion in Q2 2026 revenue with Google Cloud surging 82%, while Tesla delivered a record 480,126 vehicles, yet both Alphabet Tesla earnings sent shares lower in after-hours trading, exposing how the bar for Magnificent Seven names has structurally shifted beyond revenue beats.]]> Wed, 22 Jul 2026 23:04:59 +1000 https://stockwirex.com/news/alphabet-tesla-earnings-q2-july-2026/ https://stockwirex.com/news/alphabet-tesla-earnings-q2-july-2026/
Alphabet's Q2 2026 results delivered $119.8 billion in revenue, a 24% beat on consensus, but the number rewriting the competitive landscape is Google Cloud's 82% year-over-year surge, which confirms that Alphabet's AI spending is generating real, accelerating financial returns.]]> Wed, 22 Jul 2026 21:37:04 +1000 https://stockwirex.com/news/alphabet-q2-earnings-google-cloud-july-2026/ https://stockwirex.com/news/alphabet-q2-earnings-google-cloud-july-2026/
Piper Sandler's 22 July 2026 note identifies Elastic, GitLab, MongoDB, Snowflake, and Atlassian as the AI infrastructure software stocks best positioned to cut enterprise AI token costs by 50-75% through proprietary context layers, even as total enterprise AI spend keeps rising despite falling per-token prices.]]> Wed, 22 Jul 2026 18:05:59 +1000 https://stockwirex.com/news/ai-infrastructure-software-stocks/ https://stockwirex.com/news/ai-infrastructure-software-stocks/
APRA has granted Revolut an unrestricted banking licence, making it the first global fintech to achieve full ADI status in Australia and raising pointed questions about whether big four bank premium valuations can survive a profitable, A$400 million-backed challenger with 1 million existing local customers.]]> Wed, 22 Jul 2026 14:37:28 +1000 https://stockwirex.com/news/revolut-australia-banking-licence-july-2026/ https://stockwirex.com/news/revolut-australia-banking-licence-july-2026/
A 15% oil price shock from Strait of Hormuz disruptions has collapsed tanker transits to one-third of normal levels, pushed Brent crude above US$87 per barrel, and forced markets to price a Fed rate hike probability on 29 July 2026, the same day Australia releases Q2 CPI data that will shape the RBA's August decision.]]> Wed, 22 Jul 2026 14:10:40 +1000 https://stockwirex.com/news/hormuz-oil-price-shock-inflation-rates-july-2026/ https://stockwirex.com/news/hormuz-oil-price-shock-inflation-rates-july-2026/
Brent crude surged to $94.14 and WTI hit $87.48 on 22 July 2026 as eleven days of US Iran conflict oil prices escalation embedded a $20 war premium into every barrel, with the Strait of Hormuz carrying 20% of global supply and the Fed's rate path now directly in the crossfire.]]> Wed, 22 Jul 2026 12:39:47 +1000 https://stockwirex.com/news/us-iran-conflict-oil-prices-war-premium-july-2026/ https://stockwirex.com/news/us-iran-conflict-oil-prices-war-premium-july-2026/
Alphabet's $175-$185 billion AI capex commitment and Tesla's delivery margin quality are the two numbers that will either confirm or unwind today's semiconductor rally, where Micron surged 12.17% and SanDisk jumped 14.27% ahead of tonight's Alphabet and Tesla earnings reports.]]> Wed, 22 Jul 2026 12:37:53 +1000 https://stockwirex.com/news/alphabet-tesla-earnings-ai-capex-july-2026/ https://stockwirex.com/news/alphabet-tesla-earnings-ai-capex-july-2026/
Super Micro Computer stock surged roughly 20% after-hours on 21 July 2026 after the company reported estimated gross margins of 15% to 17% for Q4 FY2026, nearly double the 8.2% to 8.4% it had guided just weeks earlier, with a record $60 billion-plus order backlog signalling that AI infrastructure demand is broadening, not plateauing.]]> Wed, 22 Jul 2026 09:35:22 +1000 https://stockwirex.com/news/smci-earnings-gross-margin-surge-july-2026/ https://stockwirex.com/news/smci-earnings-gross-margin-surge-july-2026/
The API reported a surprise 2.6-million-barrel US crude inventory build against expectations of a 1.5-million-barrel draw, a 4.1-million-barrel bearish miss that landed the same day Houthi naval blockade threats were pushing oil prices higher, forcing energy investors to weigh two signals pointing in opposite directions simultaneously.]]> Wed, 22 Jul 2026 08:09:25 +1000 https://stockwirex.com/news/us-crude-inventory-build-houthi-risk-july-2026/ https://stockwirex.com/news/us-crude-inventory-build-houthi-risk-july-2026/
Micron surged 12.1%, Intel jumped 8.6%, and AMD climbed 8.1% in a single session on 22 July as Nvidia's 9.3% stake in Nebius Group and TSMC's planned 10% price hike from 2027 gave semiconductor stocks a structural AI infrastructure narrative that the market repriced in one afternoon.]]> Tue, 21 Jul 2026 23:43:03 +1000 https://stockwirex.com/news/semiconductor-stocks-rally-nvidia-tsmc-july-2026/ https://stockwirex.com/news/semiconductor-stocks-rally-nvidia-tsmc-july-2026/
Alibaba AI stock surged roughly 4% in premarket trading on 20 July 2026 as dual Chinese model launches, an Apple Intelligence regulatory clearance naming Qwen as the powering model, and analyst calls from Citi and Bank of America framed Alibaba's cloud infrastructure as the structural winner of enterprise AI's multi-model era.]]> Mon, 20 Jul 2026 11:43:33 +1000 https://stockwirex.com/news/alibaba-ai-stock-qwen-launches-july-2026/ https://stockwirex.com/news/alibaba-ai-stock-qwen-launches-july-2026/
Moonshot AI is targeting a $30 billion-plus valuation ahead of a Hong Kong IPO expected in late 2026 to early 2027, backed by $300 million in annualised recurring revenue and a Kimi K3 model that outperforms Anthropic's Claude Opus 4.8 in coding and agentic benchmarks.]]> Mon, 20 Jul 2026 10:09:45 +1000 https://stockwirex.com/news/moonshot-ai-ipo-hong-kong-july-2026/ https://stockwirex.com/news/moonshot-ai-ipo-hong-kong-july-2026/
Tesla's Q2 2026 delivery numbers hit 480,126 vehicles, beating Wall Street consensus by roughly 74,000 units and ending two consecutive years of year-over-year declines, but the real debate now centres on whether the surge translates into margin improvement before the Q2 earnings call.]]> Sun, 19 Jul 2026 15:08:23 +1000 https://stockwirex.com/news/tesla-q2-delivery-numbers-beat-july-2026/ https://stockwirex.com/news/tesla-q2-delivery-numbers-beat-july-2026/
Goldman Sachs told clients on 18 July 2026 that the most crowded trade on Wall Street is leaving money on the table, identifying consumer experience stocks, quality compounders at decade-low relative valuations, and M&A targets in a $1.2 trillion deal market as the three Goldman Sachs investment themes the AI momentum trade is structurally underpricing.]]> Sat, 18 Jul 2026 19:03:29 +1000 https://stockwirex.com/news/goldman-sachs-investment-themes-ai-july-2026/ https://stockwirex.com/news/goldman-sachs-investment-themes-ai-july-2026/