Category: Stock Market

Copper is one of the most important metals of the modern era.

It is used almost everywhere thanks to its durability, corrosion resistance, and strong thermal and electrical conductivity.

Such traits make the metal a key cog in construction, power grids, transportation, household appliances, and consumer electronics.

And as the world electrifies, the strategic importance of copper is rising.

Electric vehicles (EVs) require about four times more copper than conventional internal combustion engine vehicles.

And AI data centres depend heavily on the metal for power distribution and cooling.

Together, these factors point to a strong long-term growth profile for global copper demand.

In turn, some of the world’s largest mining companies have been growing their exposure to copper over the past few years.

These include ASX 200 mining giants BHP Group Ltd (ASX: BHP) and Rio Tinto Ltd (ASX: RIO).

But which ASX 200 mining stocks rank amongst the biggest copper producers globally?

Recent analysis from industry expert Benchmark Mineral Intelligence has revealed the world’s top 25 copper miners, based on production during the third quarter of 2026.

Below, we present the five ASX 200 mining stocks that made the list.

BHP shares take gold

According to Benchmark’s analysis, BHP was the world’s biggest copper miner in the third quarter of the year.

The Big Australian stood at the top of the podium after producing nearly 500,000 tonnes of the metal during the period.

American outfit Freeport-McMoRan Inc (NYSE: FCX) claimed silver with 414,000 tonnes, and Chilean state-owned miner Codelco took bronze with about 304,000 tonnes.

4 other ASX 200 mining stocks make the list

Rio Tinto captured seventh spot on the coveted list after churning out 204,000 tonnes of copper during the quarter.

However, no other ASX 200 mining stocks finished in the top ten.

Pure-play copper miner Capstone Copper Corp CDI (ASX: CSC) was the next best ASX 200 mining stock, finishing in 18th place.

The Canadian-based outfit produced a touch over 55,000 tonnes of the metal from its portfolio of assets in the Americas.

Somewhat surprisingly, Newmont Corporation CDI (ASX: NEM) also made the list as the world’s 20^th largest copper miner.

To elaborate, the company is best known for being the number one gold producer on the planet.

However, it also churned out 35,000 tonnes of copper during the quarter.

Sandfire Resources Ltd (ASX: SFR) was the final ASX 200 mining stock to rank amongst the world’s leading copper miners.

It produced more than 24,000 tonnes of the metal to take 24^th spot.

Copper price overview

The copper price has rallied by more than 20% in 2025, climbing to about US$10,700 per tonne at the time of writing

For comparison, the All Ordinaries Index (ASX: XAO) has lifted by around 3.8% during the same timeframe.

However, some analysts are forecasting even stronger gains ahead.

For instance, JPMorgan Chase & Co (NYSE: JPM) believes that a widening global supply deficit could drive copper prices to US$12,000 per tonne by the first quarter of next year.

The post Revealed: BHP and 4 other ASX 200 mining stocks rank among top global copper producers appeared first on The Motley Fool Australia.

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JPMorgan Chase is an advertising partner of Motley Fool Money. Motley Fool contributor Bart Bogacz has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended JPMorgan Chase. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

With the year drawing to a close, December can be a great time to reassess your portfolio.

Markets have been choppy because of interest rate uncertainty and ongoing volatility in global tech, but this also means some high-quality exchange traded funds (ETFs) are now trading at appealing levels ahead of the final month of the year.

As a result, if you have $10,000 ready to put to work before 2026 arrives, here are five ASX ETFs well worth considering.

BetaShares Global Cybersecurity ETF (ASX: HACK)

Cybersecurity continues to be one of the fastest-growing global industries, and the BetaShares Global Cybersecurity ETF gives investors direct exposure to the stocks leading that charge. Its portfolio includes major names such as CrowdStrike (NASDAQ: CRWD) and Palo Alto Networks (NASDAQ: PANW), and Fortinet (NASDAQ: FTNT), which are benefiting from surging demand for cloud security, AI-driven threat detection, and enterprise protection. With cyberattacks rising globally, this ASX ETF taps into a long-duration megatrend that should continue powering ahead into the 2030s.

BetaShares India Quality ETF (ASX: IIND)

Another ASX ETF to look at is the BetaShares India Quality ETF. It focuses specifically on high-quality Indian companies with strong fundamentals across technology, finance, consumer goods and infrastructure. Holdings such as Infosys (NYSE: INFY), HDFC Bank (NSEI: HDFCBANK), and Tata Consultancy Services (NSEI: TCS) are positioned to benefit from rising incomes, urbanisation, digital adoption, and ongoing economic reform. For investors wanting exposure to a modernising, fast-expanding emerging market, this fund could be worth a look. Analysts at Betashares recently named it as one to consider buying.

VanEck Morningstar Wide Moat ETF (ASX: MOAT)

The VanEck Morningstar Wide Moat ETF is designed for investors who want exposure to US companies with sustainable competitive advantages. These are the kind of businesses that can protect profits, widen margins and compound value over long periods. Its holdings change periodically but currently include giants like Adobe (NASDAQ: ADBE), Walt Disney (NYSE: DIS), and Nike (NYSE: NKE).

Vanguard Australian Shares Index ETF (ASX: VAS)

If you want simple, broad exposure to the Australian share market, the Vanguard Australian Shares Index ETF remains the easiest and most cost-effective way to get it. This fund tracks the largest companies on the ASX, including Commonwealth Bank of Australia (ASX: CBA), BHP Group Ltd (ASX: BHP), and CSL Ltd (ASX: CSL). It could work well as a core portfolio holding for those wanting long-term stability, broad diversification and franked dividend exposure.

Vanguard Australian Shares High Yield ETF (ASX: VHY)

For investors who value income more than growth, the Vanguard Australian Shares High Yield ETF could be worth a shout. It focuses on Australian shares with higher-than-average dividend yields, providing a steady stream of franked distributions. With holdings like Westpac Banking Corp (ASX: WBC), Fortescue Ltd (ASX: FMG) and Wesfarmers Ltd (ASX: WES), the Vanguard Australian Shares High Yield ETF gives investors a simple way to boost the cash-generating side of their portfolio heading into the new year.

The post 5 ASX ETFs to buy with $10,000 in December appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL, Nike, VanEck Morningstar Wide Moat ETF, and Walt Disney. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Adobe, BetaShares Global Cybersecurity ETF, CSL, CrowdStrike, Fortinet, Nike, Walt Disney, and Wesfarmers. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended HDFC Bank and Palo Alto Networks and has recommended the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool Australia has recommended Adobe, BHP Group, CSL, CrowdStrike, Nike, VanEck Morningstar Wide Moat ETF, Vanguard Australian Shares High Yield ETF, Walt Disney, and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The All Ordinaries Index (ASX: XAO) has gained 16.96% since its April lows, but this ASX All Ords stock has raced ahead of those gains.

The fast-rising company in question is Peter Warren Automotive Holdings Limited (ASX: PWR).

Shares in the automotive dealership group closed flat on Monday, trading for $1.875 apiece.

Investors who bought the ASX All Ords stock for $1.27 a share at market close on 9 April will be sitting on gains of 47.6% today.

Taking a step back, Peter Warren shares are up 7.76% over 12 months. The stock also trades on a fully franked 3% trailing dividend yield.

Looking ahead, Matthew Nicholas, deputy portfolio manager of 1851 Capital’s emerging companies fund, believes the company is well-placed to outperform in the year ahead (courtesy of The Australian Financial Review).

Here’s why.

ASX All Ords stock in the sweet spot

“Car dealers have been great to invest in over the past 12 months,” Nicholas said.

He pointed to Eagers Automotive Ltd (ASX: APE), whose share price has rocketed 159.66% since this time last year. Eagers Automotive shares also trade on a 2.5% fully franked trailing dividend yield.

But following on that stellar run, Nicholas expressed concerns over Eagers’ elevated price-to-earnings (P/E) ratio, unlike ASX All Ords stock Peter Warren.

According to Nicholas:

AP Eagers has been the poster child, with the stock more than doubling yet is now trading on a lofty 25 times PE and confirming its status as the most expensive car dealer in the globe. On the flipside, Peter Warren Auto has been somewhat stranded and trades at 13 times.

Commenting on why he’s bullish on Peter Warren Auto, he noted:

Since listing in 2021, Peter Warren has faced a series of headwinds as the economy slowed as the central bank hiked interest rates. With a customer base firmly entrenched in the “mortgage belt”, those headwinds are now tailwinds which is why the company is a later-cycle beneficiary than the rest of the listed dealers.

Then there’s the rapid growth of Chinese EVs.

“Furthermore, it’s beefing up its presence in the Chinese electronic vehicle brands, which will continue to take market share,” Nicholas concluded.

What’s ahead for Peter Warren shares?

When the ASX All Ords stock released its FY 2025 results on 21 August, management noted, “Our business foundations include $229 million in owned property, low net debt of $46.7 million and a great team of professionals with deep automotive experience.”

Looking to the year ahead, management said:

In FY26 we will execute our strategy, focusing on innovation as a key enabler of our long-term competitiveness, living our customer-centric culture, driving best in class operational performance, while continuing to pursue opportunistic acquisitions.

The new car market is expected to remain highly competitive with new brands competing for market share. However, we expect to grow higher margin service lines in parts, service, finance, insurance and aftermarket. As we continue to manage our costs and inventory, we expect to grow our earnings in FY26.

The post Up 48% since April, why this rebounding ASX All Ords stock could keep racing higher in 2026 appeared first on The Motley Fool Australia.

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Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Eagers Automotive Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Monday, the S&P/ASX 200 Index (ASX: XJO) roared back to life and recorded a strong gain. The benchmark index rose 1.3% to 8,525.1 points.

Will the market be able to build on this on Tuesday? Here are five things to watch:

ASX 200 expected to rise again

The Australian share market looks set to rise on Tuesday following a strong start to the week on Wall Street. According to the latest SPI futures, the ASX 200 is poised to open the day 27 points or 0.3% higher. In late trade in the United States, the Dow Jones is up 0.5%, the S&P 500 is 1.5% higher, and the Nasdaq has jumped 2.6%.

Web Travel half year results

Web Travel Group Ltd (ASX: WEB) shares will be on watch today when the travel technology company releases its half year results. The WebBeds owner is guiding to first half bookings of 5.07 million, total transaction value (TTV) of $3.17 billion, and a TTV margin of 6.2% to 6.4%. Management has also previously revealed that it is targeting record EBITDA for the full year.

Oil prices rise

It could be a good session for ASX 200 energy shares including Karoon Energy Ltd (ASX: KAR) and Santos Ltd (ASX: STO) after oil prices rose overnight. According to Bloomberg, the WTI crude oil price is up 1.4% to US$58.87 a barrel and the Brent crude oil price is up 1.3% to US$63.39 a barrel. Rate cut optimism appears to have given prices a boost.

Hold Lovisa shares

Lovisa Holdings Ltd (ASX: LOV) shares are a fairly valued according to analysts at Bell Potter. This morning, the broker retained its hold rating on the fashion jewellery retailer’s shares with a reduced price target of $33.50. It said: “Along with our earnings revisions, we reduce our target P/E multiple to ~32x (prev. 38x) on FY27e to reflect the de-rating in LOV/broader peer group and our relative expectations for growth within our coverage. We highly rate LOV’s strong gross margin outlook, long term store opportunity upside, further prospects arising from changes in the competitive dynamics in US/UK/South Africa, together with strong execution and leadership.”

Gold price climbs

ASX 200 gold shares including Evolution Mining Ltd (ASX: EVN) and Ramelius Resources Ltd (ASX: RMS) could have a strong session on Tuesday after the gold price pushed higher overnight. According to CNBC, the gold futures price is up 0.9% to US$4,115.6 an ounce. Traders were buying gold after the US dollar weakened on increased Fed rate cut bets.

The post 5 things to watch on the ASX 200 on Tuesday appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Lovisa and Web Travel Group Limited. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Lovisa. The Motley Fool Australia has recommended Lovisa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 300 Index (ASX: XKO) shares that have been sold off could be turnaround opportunities due to the low expectations placed on them at the current valuation.

Some names in the retail sector have experienced significant declines recently, as trading updates were not as good as expected.

There’s no guarantee that disappointment in the latest update will mean a positive surprise in the next one. However, on a three- or five-year view, I think there are some names capable of recovering substantially from their current position, such as the following two.

Accent Group Ltd (ASX: AX1)

Accent owns several retail brands, including The Athlete’s Foot, Nude Lucy, Stylerunner and Platypus. It also sells various global shoe brands, including Vans, Ugg, Skechers and Hoka. The business has also started opening Sports Direct stores in Australia.

The trading update for FY26 did not impress the market. While total group-owned sales were up 3.7%, like-for-like sales were down 0.4% and the gross profit margin for FY26 year to date was down 160 basis points (1.60%) compared to the prior year. Operating profit (EBIT) is expected to be in the range of $85 million to $95 million for FY26.

The ASX 300 share has a number of initiatives to deliver growth, including opening 50 Sports Direct stores over the next six years, rolling out dozens of stores for the other brands (including Stylerunner and the highly profitable Nude Lucy), buying back The Athlete’s Foot stores from franchisees and growing new distributed brands.

According to the forecast from UBS, the Accent share price is valued at under 11x FY27’s estimated earnings after falling close to 30% in a month.

The weaker performance is disappointing, but I believe it can bounce back from this level and potentially surprise investors.

Adairs Ltd (ASX: ADH)

Adairs is a furniture and homewares business which sells items through three different brands – Adairs, Mocka and Focus on Furniture.

The Adairs share price has fallen by more than 30% since 19 September 2025, making it appear to be a better value proposition if there’s a recovery in the medium term. I believe that’s possible following the rate cuts by the RBA and the end of high inflation.

The ASX 300 stock’s update was also not exciting – it downgraded its sales expectations to a range of $319.5 million to $331.5 million, down from the previous range of $324.5 million to $336.5 million. The gross profit margin guidance was narrowed to between 59% to 59.5%.

I’m hopeful of a recovery in consumer spending overall, but Adairs is working on plans to improve, which could be more impactful.  

It wants to reduce Adairs’ inventory and cut the item count by 10%, maximise key sales periods, enhance the Linen Lover membership value, launch new store formats and upgrade its technology.

The ASX 300 share wants Focus on Furniture to be Australia’s favourite furniture retailer by improving product quality and stock availability, expanding the choice of fabrics and colours, be faster to market with on-trend furniture, it’s offering customers flexible payment options, it’ll open dozens of more stores and accelerate store upgrades.

Finally, with the Mocka business, it wants to build brand awareness, expand the range and open a physical store trial in Australia.

According to the forecast from UBS, Adairs is trading at 8x FY27’s estimated earnings.

The post These 2 ASX 300 shares are bargain buys appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Accent Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Adairs. The Motley Fool Australia has positions in and has recommended Adairs. The Motley Fool Australia has recommended Accent Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The ASX dividend stalwart Wesfarmers Ltd (ASX: WES) should be one of the top contenders for most passive income investors.

There are three key factors I look for in dividend-paying businesses – a strong dividend yield, a rising dividend payout, and growing earnings.

Wesfarmers is the parent company of a number of businesses, including Officeworks, Kmart, Bunnings, chemicals, energy and fertiliser (WesCEF), industrial and safety, and more.

The company has been a steady presence on the ASX for many years, giving shareholders stability. Let’s run through the three elements of the ASX dividend stalwart’s appeal.

Dividend yield

For investors seeking a good level of dividend income in year one, I think Wesfarmers ticks the box.  

The business is predicted to pay an annual dividend per share of $2.17 in FY26, according to the forecast on CMC Markets. At the time of writing, this translates into a grossed-up dividend yield of 3.9%, including franking credits.

That’s certainly not the biggest payout around, but there’s more to consider about an ASX dividend share than just its dividend yield. For example, can its payouts match/exceed inflation, and can it grow profit to justify a higher Wesfarmers share price?

Rising payout from the ASX dividend stalwart

Wesfarmers has a track record of growing its payout most years, which is pleasing for investors wanting a portion of the profits each year.

On its website, the company states its goal for rising payouts:

With a focus on generating strong cash flows and maintaining balance sheet strength, the group aims to deliver satisfactory returns to shareholders through improving returns on invested capital.

As well as share price appreciation, Wesfarmers seeks to grow dividends over time commensurate with performance in earnings and cash flow. Dependent upon circumstances, capital management decisions may also be taken from time to time where this activity is in shareholders’ interests.

In FY25, the company decided to hike its annual dividend per share by 4% to $2.06. According to projections on CMC Markets, it’s predicted to grow its payout by 5% in FY26 and then by another 10.5% in FY27 to $2.40 per share.

Growing earnings

Wesfarmers is not a high-flying tech stock, but the last six years have shown how Kmart and Bunnings are leaders in Australia, helping grow Wesfarmers’ bottom line. Both businesses have impressed me with their ability to grow market share with their good value products, earning high returns on capital (ROC) for shareholders, and continuing to find new sources of growth.

For example, Bunnings has sought to expand in areas such as pet care and auto care. Kmart has looked to sell its Anko products in overseas markets, such as North America and the Philippines.

I like how the company has the ability to look to new sectors to grow its earnings, such as healthcare and lithium mining. Healthcare is such a large industry, and Wesfarmers can use its scale to succeed in this sector, growing in various areas of that industry (such as pharmacies or digital healthcare).

By FY27, the ASX dividend stalwart is predicted to deliver earnings per share (EPS) of $2.73. That means, at the time of writing, it’s trading at under 30x FY27’s forecast profit.

The post An ASX dividend stalwart every Australian should consider buying appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Wesfarmers. The Motley Fool Australia has recommended Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 200 Index (ASX: XJO) shares can be more attractive for passive income than a term deposit for a few different reasons.

Stocks can provide a larger dividend yield, payout growth, and hopefully capital growth. Term deposits are limited to the guaranteed income they provide – there’s capital protection but no further potential returns.

Some businesses can deliver stable (and growing) earnings, which provides the tailwind for both dividend and share price growth. The two ASX 200 shares below are appealing options.

Telstra Group Ltd (ASX: TLS)

Telstra is Australia’s leading telecommunications business, with significant advantages over competitors. It has the widest network coverage, the best spectrum assets, the most subscribers, and more.

The company has defensive earnings, in my opinion, due to the fact that many households, businesses, and other organisations seem to place a high importance on having an internet connection.

Telstra has a significant market share of both NBN and mobile connections, giving the business pleasing operating leverage. The more subscribers it has, the more its costs can be spread across those users, enabling a strong profit margin.

The regular growth of subscribers and average revenue per user (ARPU) is helping the company’s bottom line. Further digitalisation of the Australian economy could lead to further improvements in these metrics.

The Telstra mobile division delivered income growth of 3% to $11 billion and operating profit (EBITDA) growth of 5% to $5.3 billion in FY25, helping Telstra’s earnings per share (EPS) climb 3.2% to 19.1 cents and fund a 5.6% rise in the dividend per share to 19 cents.

I think there’s a good chance the ASX 200 share will hike its annual dividend per share again to approximately 20 cents in FY26. At the time of writing, this would be a forward grossed-up dividend yield of 5.9%, including franking credits.

Scentre Group (ASX: SCG)

This ASX 200 share is the owner of the Westfield shopping centres around Australia and New Zealand.

While retail isn’t one of the most resilient areas of the economy, I think rental income is defensive and predictable. Many of the retailers that lease one of the shops need to have a physical space to sell their items; otherwise, they wouldn’t have much of a business.

There isn’t any empty real estate to build another large shopping centre near existing Scentre locations in the city, so the Westfield locations don’t have much competition to worry about. Online shopping is a headwind, but click and collect sales still require the physical store, and Scentre can lease excess space for other activities beyond retail (such as food, entertainment, education, and so on) in the long term.

In its November update, it said that customer visitation for the 45 weeks to 9 November 2025 was 453 million, up 3.1% year over year. Total annual business partner sales across its portfolio to 30 September 2025 were $29.5 billion, up $760 million. Total business partner sales growth was 3.7%, with specialty sales up 4.4%.

Those are promising sales, which suggest the ASX 200 shares’ rental income can continue to grow, with a reported average specialty rent escalation of 4.4% in the nine months to 30 September 2025. Its portfolio occupancy is very high at 99.8%, up 40 basis points (0.4%) on the same period in 2024.

It expects to grow its 2025 distribution by 3% to 17.72 cents per security, translating into a distribution yield of 4.4%, at the time of writing.

The post Forget term deposits! I’d buy these two ASX 200 shares instead appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Telstra Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you’ve been watching the ASX lately, you will know it has been a bruising few months. Fears of an overheating AI boom, shifting interest rate expectations, and slowing consumer demand have sparked a sharp market pullback, the kind that makes even experienced investors a little uneasy.

But it is important to remember that every major selloff in Australian market history has eventually turned into an opportunity.

The GFC, the COVID crash, the late-90s wobble, all of them looked terrifying in the moment, yet long-term investors who stepped in during the panic ended up miles ahead.

And right now, several of Australia’s highest-quality ASX shares have fallen so far from their highs that they are starting to look like potential generational buying opportunities.

Three of them that stand out are named below.

CSL Ltd (ASX: CSL)

Few companies on the ASX have delivered long-term performance like CSL, but 2025 has been a rough year. The biotech leader is trading around 38% below its 52-week high, weighed down by regulatory uncertainty, slower-than-expected margin recovery at its Behring division, and noise around the planned separation of its Seqirus vaccines arm.

Yet none of these issues change CSL’s core strength. It remains one of the world’s most important plasma-based therapy companies, serving a global patient base and backed by decades of scientific expertise. Demand for immunoglobulins and specialty therapies continues to grow, and the company is investing heavily in US plasma collection to boost long-term supply.

CSL has built a reputation on delivering earnings growth through thick and thin. A discount of this size doesn’t come around often, and for patient investors, it could prove to be a rare opportunity.

TechnologyOne Ltd (ASX: TNE)

Despite delivering resilient recurring revenue growth in FY 2025 and expanding its software-as-a-service customer base, the company’s share price is now 31% below its 52-week peak.

TechnologyOne is one of the most dependable tech businesses in the country. Its software is deeply embedded in universities, councils and government departments, and its transition to a pure SaaS model has driven years of earnings upgrades, stronger margins, and recurring revenue. It has also increased its dividend every year for more than a decade, a rarity for a tech company.

And with management believing that it can double in size every five years, this could present one of the most attractive entry points in years.

Xero Ltd (ASX: XRO)

The market’s renewed nerves around global tech have hit Xero hard, sending the cloud accounting star around 40% below its 52-week high. But while its share price has been volatile, the business itself continues to fire.

Xero now serves 4.59 million subscribers and generates NZ$2.7 billion in annualised monthly recurring revenue.

Its focus on improving margins and lifting operating leverage has strengthened its financial position, while new products and deeper platform integration continue to boost customer lifetime value.

And with an estimated total addressable market (TAM) of 100 million businesses, its future looks very bright. This could make now an opportune time to pick up shares for the long term.

The post Is the 2025 ASX share selloff your chance to buy generational bargains? appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL, Technology One, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Technology One, and Xero. The Motley Fool Australia has positions in and has recommended Xero. The Motley Fool Australia has recommended CSL and Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

Back in California’s gold rush in the mid-1800s, thousands of individuals flocked to the region hoping to find gold and strike it rich. However, the easy money was instead made by the suppliers who sold tools to the gold prospectors.

Today, the term “pick-and-shovel investing” honors that legacy. Oftentimes, providers of ancillary products and services achieve greater success than pure-play companies do.

Could this be the case with Nvidia (NASDAQ: NVDA) in the quantum computing market? Maybe so. 

Simulation paves the way for reality

Several companies are racing to develop large-scale quantum computers that can be utilized in a wide range of practical applications. They include tech giants such as Google Quantum AI parent Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), and Microsoft (NASDAQ: MSFT) as well as rising stars like D-Wave Quantum (NYSE: QBTS) and IonQ (NYSE: IONQ). However, Nvidia isn’t in this group.

That doesn’t mean that Nvidia doesn’t have a vested interest in quantum computing, though. And the chipmaker doesn’t have to wait for quantum computing to fulfill its potential to make money, either.

Researchers must develop simulations of quantum systems to design and test algorithms and circuits. However, access to quantum processing units (QPUs) today is limited and expensive. Nvidia recognized this challenge and offers a solution: Use its graphics processing units (GPUs) on classical computers for quantum simulation.

Nvidia Quantum Cloud supports quantum simulation using the company’s GPUs and its CUDA-Q quantum computing platform. Roughly 75% of organizations deploying QPUs use CUDA-Q.

Three of the four largest cloud service providers have integrated Nvidia Quantum Cloud into their platforms: Microsoft Azure, Google Cloud, and Oracle (NYSE: ORCL) Cloud Infrastructure. The notable exception is Amazon Web Services (AWS). However, AWS allows QPU developers to use Nvidia’s CUDA-Q.

Nvidia’s bridge to the future

Nvidia’s quantum opportunities aren’t limited to simulation. The likelihood is that most practical quantum computers will be hybrid systems that connect QPUs with classical supercomputers for the foreseeable future.

The problem is that qubits (the basic units of information in quantum computers) are notoriously unwieldy, at least for now. Because they’re prone to errors, complex calibration processes and control algorithms are required to keep them on track. Nvidia is addressing this challenge in two ways.

First, the company’s GPUs are ideally suited for powering the supercomputers needed in hybrid quantum-classical systems. Second, Nvidia has developed a low-latency, high-throughput bridge between QPUs and its GPUs called NVQLink.

Nvidia found and CEO Jensen Huang describes NVQLink as “the Rosetta Stone connecting quantum and classical supercomputers.” He recently predicted, “In the near future, every Nvidia GPU scientific supercomputer will be hybrid, tightly coupled with quantum processors to expand what is possible with computing.”

A familiar path

Making money as a pick-and-shovel play in quantum computing should be relatively straightforward for Nvidia. The company has successfully navigated a similar path in artificial intelligence (AI).

OpenAI, Google, and others have developed powerful large language models (LLMs). Many of these companies are also pioneering agentic AI and working on artificial general intelligence (AGI) and AI superintelligence (ASI). Nvidia opted not to compete on their turf. Instead, it’s supporting them with the chips and software tools that make their jobs easier.

In many respects, Nvidia’s strategy in quantum computing mirrors the approach it has taken with AI. With the company generating revenue of $57 billion in the third quarter of 2025 and projecting revenue of $65 billion next quarter, Nvidia’s AI strategy is paying off handsomely. I think supplying the picks and shovels for the quantum computing gold rush will prove to be a winning approach over the long run, too.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post Why Nvidia could be a bigger winner in quantum computing than you might think appeared first on The Motley Fool Australia.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

More reading

• Is Nvidia in an AI bubble? Here’s what Jensen Huang says.
• The best ASX ETFs to buy and hold for 20 years
• Does the AI revolution justify today’s high ASX 200 valuation?
• Nvidia stock in an AI bubble? The AI giant’s fantastic Q3 results and guidance should put that concern to rest
• Bitcoin price collapse leads US$1 trillion crypto crash

Keith Speights has positions in Alphabet, Amazon, and Microsoft. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, IonQ, Microsoft, Nvidia, and Oracle. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended Alphabet, Amazon, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you’ve been waiting for the right moment to start investing, then stop! The best time to begin is almost always now.

Not because the market is perfectly priced, it rarely is, but because time in the market does far more for your wealth than trying to pick the perfect entry point.

One of the easiest ways to get started is with exchange-traded funds (ETFs).

They’re low-cost, diversified, beginner-friendly, and designed to grow with the broader market. You don’t need to pick stocks. You don’t need to predict which company will be the next big winner. You just need to get in, stay consistent, and let compounding quietly get to work.

But what does that look like in real numbers? And what could a simple $5,000 investment today grow into over the next decade or two?

Let’s break it down.

Why ETFs make compounding so powerful

When you buy an ASX ETF, you are buying a basket of companies in one shot.

That could be Australia’s top 200 shares through something like an ASX 200 fund, the world’s biggest shares through a global ETF such as the Vanguard MSCI Index International Shares ETF (ASX: VGS) or the iShares S&P 500 ETF (ASX: IVV), or fast-growing themes like technology through options such as the Betashares Nasdaq 100 ETF (ASX: NDQ) or the BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC).

Historically, share markets have returned around 8%–10% per year on average. That’s not guaranteed, but over long periods, it has been remarkably consistent despite market crashes, recessions, and geopolitical shocks.

What your $5,000 could grow into over time

If your $5,000 investment returned 10% per year on average, let’s now see what it could turn into over the long term.

After 10 years, that initial $5,000 could grow to around $13,000. It isn’t life-changing yet, but it is already more than double your starting amount — and you didn’t have to do anything other than stay invested.

After 15 years, the same investment could grow to roughly $21,000. At this point, compounding is starting to accelerate, because your returns are now earning returns of their own.

After 20 years, that original $5,000 could be worth around $33,600. That’s more than six times what you started with, all from a single one-off investment and an average long-term return.

And keep in mind, this doesn’t include any additional contributions. Add even small, regular top-ups over time, and those numbers can climb dramatically higher.

For example, starting with $5,000 and adding $100 a month to your portfolio would turn these amounts into $33,000, $61,000, and $106,000, respectively, all else equal.

Foolish takeaway

A one-off $5,000 investment may not seem like much today, but over 10, 15, or 20 years, compounding can transform it into something far more meaningful.

By using simple, broad-based ASX ETFs and giving them enough time to grow, investors can build real wealth without stress, guesswork, or constant tinkering.

And if you can add to it with small monthly investments, you really could supercharge your wealth creation.

The post What $5,000 invested in ASX ETFs today could become in 10, 15, and 20 years appeared first on The Motley Fool Australia.

More reading

• 5 excellent ASX ETFs to buy in December
• The best ASX ETFs to buy and hold for 20 years
• How to make $50,000 of passive income a year from ASX shares
• My plan of attack for the next share market crash
• The best ASX ETFs to buy for global investing in 2026

Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Nasdaq 100 ETF and iShares S&P 500 ETF. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Vanguard Msci Index International Shares ETF and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.