TMS Insights November 2025
This week Jeremy and Ben look at US markets grinding higher through quarterly earnings, alongside fresh takeaways from Australia’s AGM season. Optimism is holding firm, with around 83% of US companies beating expectations so far.
AI continues to dominate market psychology, as record investment and the big tech heavyweights push earnings higher.
We also dive into key company updates across healthcare, gaming, real estate and the broader tech landscape, and why over the coming quarters earnings will be the true driver of share prices.
Stocks discussed: Nvidia (NVDA), Aristocrat (ALL), Xero (XRO), REA Group (REA), ResMed (RMD), CSL (CSL), Light & Wonder (LNW), Bitcoin (BTC)
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