Can $PLS.AX ride the new lithium cycle? We put PLS Group under the spotlight ⬇️ hellostake.com/au/blog/under…

Another week, another set of monster earnings. The stories impacting your portfolio this week 📈👀 1. Nvidia $NVDA reports on Wednesday, giving investors a read on the health of the AI sector. Analysts expect Q2 revenue of US92.1B and EPS of US$2.09. 2. Several other major U.S. firms are also reporting this week. CrowdStrike $CRWD, Salesforce $CRM and Agilent $A report on Wednesday, while Marvell $MRVL reports on Thursday. 3. Global bond yields surged last week, pushing the 30-year U.S. Treasury yield to its highest level since 2007 and adding pressure to stocks and borrowing costs. 4. ASX reporting season continues, with Woodside Energy $WDS.AX, Coles $COL.AX, Woolworths $WOW.AX, WiseTech $WTC.AX, Scentre Group $SCE.AX and DroneShield $DRO.AX reporting this week. 5. We’ll also get a read on the health of the U.S. economy, with July’s personal consumption expenditures (PCE) report out Wednesday. It’s the Fed’s preferred inflation measure these days.

The stories impacting your portfolio this week 📈 1. Another week of U.S. earnings ahead. Home Depot ( $HD ) reports on Tuesday, followed by Analog Devices ( $ADI ) on Wednesday and Walmart ( $WMT ) and Alibaba ( $BABA ) on Thursday. 2. Oil is climbing as shipping through the Strait of Hormuz slowed over the weekend as tanker attacks continued. It follows Donald Trump's threat to declare the Strait a U.S. territory on Friday. 3. China’s data dump. Retail sales, industrial production, fixed-asset investment, house prices and FDI data arrive today. These give a useful health check on the world's second biggest economy. 4. ASX reporting season continues, with CSL ( $CSL.AX ), BHP ( $BHP.AX ), JB Hi-Fi ( $JBH.AX ), a2Milk( $A2.AX ), NAB ( $NAB.AX ), BlueScopeSteel ( $BSL.AX ) and Lendlease ( $LLC.AX ) reporting this week. 5. U.S. Fed minutes. The Fed held rates in July, but three policymakers voted in favour of a hike. Investors will be looking for how divided the committee really is in minutes released Wednesday.

Nebius $NBIS rallies 34% after crushing Q2 earnings. Revenue: US$582M (+454% YoY) EPS: -US$0.12 (beat analyst estimates of -US$0.82) Adjusted EBITDA: turned positive at US$236.2M (up from a US$21.0M loss a year earlier) ARR: US$3B as of end of June “We could sell our entire 2027 capacity on these terms today. We are deliberately not doing so because we see higher value in retaining some capacity for immediate customer needs,” CEO Arkady Volozh.

Name this stock 👀 It started as a glitch in the Race'n'Chase game that made the police try to ram the player's car off the road. Game developers turned the bug into one of the most popular video game franchises of all time. The series has made US$10.38B for the company behind it, and in Q4, it reported US$1.68B in revenue.

Here's what's impacting your portfolio this week 📈: 1. Oil prices have fallen more than 5% Monday after U.S. President Donald Trump paused strikes on Iran over the weekend. Tehran has also halted retaliatory attacks in response. 2. Fresh tariffs: Australia has been hit with a new tariff of 12.5% on exports to the U.S. The tariffs, which came into force last Friday, impact 60 trading partners, including the EU and China. 3. U.S. earnings: Tech giants Apple ($AAPL), Amazon ($AMZN), Microsoft ($MSFT) and Meta ($META) deliver results this week. Visa ($V) and Coca-Cola ($KO) also report company earnings. 4. Fed meeting: The U.S. Federal Reserve will meet this week to decide whether to raise interest rates. Markets are pricing in a 70% chance that rates will remain steady. 5. Australia's CPI: Australia's core inflation data for June will be released this Wednesday. In the 12 months to May, the CPI rose 4.0%, with the biggest contributors housing, food and transport.

The big stories impacting your portfolio this week 📈: 1. Middle East conflict: Brent crude oil prices rose above US$90/barrel on Monday as conflict escalated in the Middle East and US forces conducted new strikes against Iran over the weekend. 2. Semiconductor rout: The PHLX Semiconductor Sector is now in a bear market, having fallen more than 20% from the June peak. 3. Wall St earnings: Alphabet ($GOOGL), Tesla ($TSLA) and $IBM and $INTC are reporting earnings this week 👀 4. ECB meeting: The European Central Bank meets on Thursday. It's expected to hold rates steady, but investors will be listening for signals that another increase could come in September. 5. Global economic data: Flash manufacturing and services PMIs for the U.S., Europe and the U.K. arrive on Friday, providing an early read on business activity as higher oil prices renew inflation concerns.

SK Hynix, the world's biggest producer of high-bandwidth memory, is now tradable on Wall St: $SKHY

Rewind the last financial year with Stake Stocktake 📈 and revisit first trades, portfolio performance and more.

Name the stock: This SaaS giant rose to prominence after its ‘No Software’ campaign that mimicked a ’No Smoking’ sign. The idea was to champion software that ran on a web browser, hosted on external servers, which became the default industry standard. In Q1, the company reported US$11.13B in revenue, but its share price is down 30% YTD.

Big Tech has a new margin king: $MU

The big stories impacting your portfolio this week: 1. Middle East conflict: U.S. stock futures edged up on Sunday despite renewed attacks in the Middle East. Crude oil futures (WTI) rose 1.1% to US$70. 2. U.S. jobs report: This headline report on 2 July is critical ahead of the July Fed meeting. Economist expect payrolls will have increased by 135,000, down from 172,000 in May. 3. Wall St earnings: Nike's ($NKE) Q4 earnings drop after market close on 30 June. Analysts expect US$10.8B in revenue. The report will reflect unanticipated gains from tariff refunds. 4. RBA meeting minutes: The RBA releases the minutes of its Monetary Policy Board meetings at 11:30am AEST on 30 June. It will reflect the Board's thinking after its decision to hold rates at 4.35%. 5. U.S. market closed 3 July: Investors brace for a shortened trading week as the U.S. markets will be closed on 3 July in observance of Independence Day.

Trade teaser: The world’s largest home improvement retail company was created for revenge. After the founders were suddenly fired from Handy Dan in the 70’s, they built their own and eventually put their former employer out of business. The company reported US$41.77B in Q1 2026 revenue. Name that stock.

What's happening this week in markets? 👀 1. Oil back up: U.S. stock futures fell as oil prices rose on Sunday. Ongoing talks for a U.S.-Iran peace deal were overshadowed by Tehran announcing it had closed the Strait of Hormuz again. 2. Aussie macro: Aussie investors await May inflation data (Wed) and unemployment numbers (Thurs), which could influence expectations around the RBA's next policy decision. 3. Wall St earnings: Micron's ($MU) Q3 earnings drop after market close on 24 June. Analysts expect US$35B in revenue (+250% YoY). FedEx ($FDX) also reports Q2 earnings this week. 4. Metcash FY profit: Metcash ($MET) reported a 1.5% drop in FY26 net profit to A$279.1M. The company cited softer conditions in its hardware and liquor divisions. 5. SGH's A$500M buyback: Seven Group Holdings ($SGH) approved an on-market share buyback of up to A$500M to be executed over the next 12 months.