Gus McCubbing
- Indexed articles, last 90 days
- 57
- Latest publication
- Oct 1, 2026
- Outlet visibility, for AFR
- Top 50K sites
- Earliest in this view
- Jul 5, 2026
Latest articles
ASX defence stocks soar as the world becomes more dangerous (opens the original)
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The Australian sharemarket’s defence-focused stocks are in the midst of a long boom, pushed higher by unending conflicts that have increased demand for drone parts and counter-drone technology. Codan, which supplies a radio frequency component the size of a mobile phone to drone manufacturers in the United States and Europe, caught the market’s attention when its share price surged almost 24 per cent in a day after announcing it expected profits in the December half to double. Gift articles to a
Airlie says these ASX laggards are primed for a serious rebound (opens the original)
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Airlie portfolio manager Ray David says he’s confident Seek is primed for a rebound after the jobs listing platform’s share price haemorrhaged 60 per cent over the past year amid a weaker job market outlook and fears that artificial intelligence will disrupt software-as-a-service firms. The so-called SaaSpocalypse earlier this year pummelled tech stocks across the globe but many of them, including the New York-listed Atlassian, have already staged a rally as investors saw the sell-down as overdo
ASX 200 LIVE: ASX to slip; DroneShield secures $716m US army contract (opens the original)
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Crowded short trade in Treasury futures boosts risk of a squeeze DroneShield secures $716m US army contract Penfolds owner Treasury Wines locks in CFO Gold Fields considering sweetening Northern Star bid with cash Quarterly sales growth expectations high: Baird Strategas Susquehanna to settle with alleged insider traders Australian shares are set to open modestly lower in line with Wall Street. US bond yields pared an initial move higher after a key policymaker said there was “no urgency” to lif
ASX 200 LIVE: ASX seesaws; bonds hit 15-year high before RBA call; Anthropic lost $60b in 2025 (opens the original)
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ASX seesaws ahead of expected rate rise by the RBA Australia 10-year bonds hit 15-year peak Pinnacle Investment Management shares jump 8pc on UBS upgrade Anthropic’s IPO prospectus shows sweeping AI vision, surging costs Block shares down 3pc in early trade as Anthony Eisen trims stake ASX seesaws ahead of expected rate rise by the RBA The sharemarket has edged down ahead of a key meeting held by the Reserve Bank of Australia in which the cash rate is widely expected to rise to 4.6 per cent. The
ASX 200 LIVE: ASX rises; EQ Economics principal forecaster Warren Hogan tips cash rate to hit 5.35pc by May (opens the original)
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ASX rises; Warren Hogan tips cash rate to hit 5.35pc by May RBC initiates coverage for Macquarie with ‘outperform’ rating GPT Group boss buys $555k worth of shares EQ Economics tips cash rate to hit 5.35pc by May ASX rises; Ingenia gains on sweetened PE bid; Karoon plunges 12pc The Australian sharemarket has edged up despite the oil price and global bond yields rising after United States President Donald Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz. The S&P/ASX 200 Index
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Top 50K sites
For AFR, the outlet · Measured Aug 1, 2026
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