
Sign up to save your podcasts
Or


The ASX200 rebounded this week after Nvidia’s strong results eased fears of an AI-driven tech correction. Local wage data also helped steady sentiment, showing a cooler labour market without shifting rate expectations. Staples remain solid, while discretionary names are showing fresh momentum, prompting Bell Potter to rotate toward leaders like Woolworths (ASX:WOW), Endeavour (ASX:EDV), Bega Cheese (ASX:BGA) and Accent Group (ASX:AX1).
In this week’s wrap, Sophia covers:
By Bell DirectThe ASX200 rebounded this week after Nvidia’s strong results eased fears of an AI-driven tech correction. Local wage data also helped steady sentiment, showing a cooler labour market without shifting rate expectations. Staples remain solid, while discretionary names are showing fresh momentum, prompting Bell Potter to rotate toward leaders like Woolworths (ASX:WOW), Endeavour (ASX:EDV), Bega Cheese (ASX:BGA) and Accent Group (ASX:AX1).
In this week’s wrap, Sophia covers:

10 Listeners

89 Listeners

18 Listeners

2 Listeners

11 Listeners

46 Listeners

21 Listeners

3 Listeners

6 Listeners

1 Listeners

1 Listeners

2 Listeners

4 Listeners

1 Listeners

1 Listeners