Tag: Stock pick

Market crashes are uncomfortable, but they are also where some of the best long-term opportunities are created.

History shows that share markets have always recovered from major downturns, even though it rarely feels that way at the time.

If the ASX and global markets were to suffer a sharp sell-off, I wouldn’t be trying to pick the bottom or trade in and out. Instead, I would be looking to deploy capital into high-quality exchange-traded funds (ETFs) that offer diversification, resilience, and strong long-term growth potential.

These are the ASX ETFs I would be buying if markets fell sharply.

iShares S&P 500 ETF (ASX: IVV)

The first ASX ETF I would reach for is the iShares S&P 500 ETF. It provides exposure to 500 of the largest and most profitable stocks in the United States, many of which have proven their ability to survive and thrive through multiple market cycles.

Its holdings span industries such as technology, healthcare, consumer goods, and industrials. This includes names such as Microsoft (NASDAQ: MSFT), Johnson & Johnson (NYSE: JNJ), Costco Wholesale Corp (NASDAQ: COST), Visa Inc (NYSE: V), and Nvidia Corp (NASDAQ: NVDA).

A market crash often hits even the strongest businesses indiscriminately. Buying this fund during those periods has historically given patient investors exposure to world-class stocks at far more attractive valuations.

Vanguard Australian Shares ETF (ASX: VAS)

Closer to home, I would also be looking at the Vanguard Australian Shares ETF. This fund tracks the broader Australian share market and provides instant exposure to the country’s 300 largest stocks.

Its portfolio includes Commonwealth Bank of Australia (ASX: CBA), BHP Group Ltd (ASX: BHP), CSL Ltd (ASX: CSL), Coles Group Ltd (ASX: COL), and Wesfarmers Ltd (ASX: WES). These businesses dominate their respective industries and play a central role in the Australian economy.

For long-term investors, a market crash can be an opportunity to buy into the Australian market at valuations that don’t come around very often.

Betashares Global Cybersecurity ETF (ASX: HACK)

Finally, I would want some exposure to a long-term structural growth theme that is unlikely to disappear in a downturn.

The Betashares Global Cybersecurity ETF invests in stocks that are providing cybersecurity software and services. This includes Palo Alto Networks (NASDAQ: PANW), CrowdStrike Holdings (NASDAQ: CRWD), Fortinet (NASDAQ: FTNT), and Zscaler (NASDAQ: ZS).

As digital threats continue to rise, spending on cybersecurity remains a priority for governments and businesses regardless of economic conditions.

If the market crashed, high-growth thematic ETFs like HACK would likely be hit hard. But for investors with a long time horizon, that volatility could present an opportunity to buy into an essential industry at discounted prices.

The post These are the ASX ETFs I would buy if the market crashed tomorrow appeared first on The Motley Fool Australia.

More reading

• Why Australian small-cap shares are shining
• Meet the ASX ETF that has returned 17.8% for 9 years
• The ASX ETFs to buy in 2026 and then never sell
• How to build wealth with ASX ETFs
• 3 Australian ETFs to buy and hold forever

Motley Fool contributor James Mickleboro has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Global Cybersecurity ETF, CSL, Costco Wholesale, CrowdStrike, Fortinet, Microsoft, Nvidia, Visa, Wesfarmers, Zscaler, and iShares S&P 500 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Johnson & Johnson and Palo Alto Networks and 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 BHP Group, CSL, CrowdStrike, Microsoft, Nvidia, Visa, Wesfarmers, 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.

NextDC Ltd (ASX: NXT) shares came under pressure on Tuesday, finishing 2% lower to $12.70.

The pullback extends a broader decline that has seen the data centre operator’s shares fall nearly 15% from their 5 December peak of $14.90.

This has occurred despite no material downgrade to the company’s long-term outlook. While short-term sentiment has cooled, broker confidence appears to be improving.

NextDC is currently rated a strong buy, with analysts pointing to meaningful upside from current levels.

What are brokers saying?

Broker consensus points to an average price target of around $19 to 22 per share, implying potential upside of roughly up to 70% from yesterday’s closing share price.

Support for NextDC remains widespread among brokers. The majority of covering analysts’ rate NextDC as a buy, with no sell recommendations currently on the table. Several brokers have also reaffirmed or lifted price targets in recent weeks, even as market volatility has increased.

Why the NextDC investment case remains strong

NextDC owns and operates some of Australia’s most critical digital infrastructure, servicing hyperscalers, government agencies, and large enterprises. While the business is capital intensive, earnings visibility continues to improve as new capacity is contracted.

At its latest update, the company reported pro-forma contracted utilisation of more than 300MW, alongside a forward order book exceeding 200MW. Much of this capacity is expected to convert into revenue between FY26 and FY29, supporting broker forecasts for accelerating earnings growth.

Management has also maintained FY26 guidance, helping to reassure the market around execution risk.

The AI tailwind the market may be underestimated

A key driver behind broker optimism is NextDC’s growing role in Australia’s sovereign AI infrastructure. The company recently announced it had joined OpenAI as an infrastructure partner, with plans to develop and operate a GPU supercluster in Sydney.

Brokers believe AI-related workloads could materially lift long-term demand for high-density data centres, with NextDC well positioned to benefit. Several analysts have also noted that this opportunity is unlikely to be fully reflected in near-term earnings models.

Why the share price has fallen?

The recent sell-off appears driven by short-term concerns around capital expenditure, funding requirements, and valuation multiples, rather than any deterioration in operating performance.

With earnings growth weighted towards later years, some investors have chosen to step aside. Many brokers, however, argue that this disconnect between near-term costs and long-term cash flows is exactly why NextDC looks undervalued today.

The bottom line

While near-term volatility remains, broker sentiment suggests the market may be overlooking a high-quality infrastructure business with powerful long-term tailwinds.

For investors willing to take a longer-term view, NextDC is increasingly being labelled by brokers as one of the ASX 200’s most undervalued growth opportunities, and one I’ll be adding to my watchlist.

The post This ASX 200 share is being labelled one of the market’s most undervalued by brokers appeared first on The Motley Fool Australia.

More reading

• These world class ASX 200 growth shares could rise 40% to 80%
• Why ASX, CSL, Galan Lithium, and NextDC shares are dropping today
• Why are ASX 200 tech stocks like Xero shares taking a beating on Monday?
• Top brokers name 3 ASX shares to buy next week
• The best Australian stocks to buy today and not check again until 2035

Motley Fool contributor Aaron Teboneras 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 no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Wednesday, the S&P/ASX 200 Index (ASX: XJO) was out of form again and ended the day slightly lower. The benchmark index fell 0.15% to 8,585.2 points.

Will the market be able to bounce back from this on Thursday? Here are five things to watch:

ASX 200 expected to edge lower

The Australian share market looks set to fall again on Thursday following a poor night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 5 points lower this morning. In late trade in the United States, the Dow Jones is down 0.3%, the S&P 500 is down 0.95%, and the Nasdaq is 1.5% lower.

Oil prices rise

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a good session on Thursday after oil prices rebounded overnight. According to Bloomberg, the WTI crude oil price is up 1.3% to US$55.97 a barrel and the Brent crude oil price is up 1.25% to US$59.65 a barrel. This follows news that Donald Trump has ordered a Venezuelan oil tanker blockade.

Boss Energy update

Boss Energy Ltd (ASX: BOE) shares will be on watch on Thursday when the uranium producer returns from its trading halt. On Wednesday, it requested the halt while it prepared an announcement regarding the conclusion and outcomes of the Honeymoon Review. Short sellers have been loading up on Boss Energy’s shares on the belief that this review could fall well short of the market’s expectations.

Gold price rises

ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) will be on watch on Thursday after the gold price pushed higher. According to CNBC, the gold futures price is up 0.9% to US$4,373.3 an ounce. Soft US labour market data boosted rate cut chances.

Buy DroneShield shares

Bell Potter thinks that investors should be buying DroneShield Ltd (ASX: DRO) shares ahead of a potentially big year in 2026. This morning, the broker has reiterated its buy rating with a trimmed price target of $4.40. It said: “We expect 2026 will be an inflection point for the global counter-drone industry with countries poised to unleash a wave of spending on RF detect and defeat solutions. Consequently, we believe DRO should see material contracts flowing from its $2.5b potential sales pipeline over the next 3-6 months as defence budgets roll over to FY26e.”

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

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• Here are the top 10 ASX 200 shares today
• Why ASX oil stocks Woodside, Santos and Ampol are sliding today
• Why is the DroneShield share price crashing 13% on Wednesday?
• Why DroneShield, Graincorp, Treasury Wine, and Woodside shares are sinking today
• Why can’t I buy Boss Energy shares today?

Motley Fool contributor James Mickleboro 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 DroneShield. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

When it comes to building long-term wealth, few strategies are as powerful as owning high-quality ASX dividend shares and holding them through thick and thin.

The best shares don’t just pay income today. They adapt, grow, and keep rewarding shareholders across economic cycles, commodity booms, recessions, and everything in between.

Here are three ASX dividend shares that I think stand out as businesses you could buy, hold, and rely on for decades.

BHP Group Ltd (ASX: BHP)

It is hard to talk about long-term dividend investing on the ASX without mentioning BHP Group. As one of the world’s largest diversified miners, the Big Australian sits at the heart of global demand for iron ore, copper, and other critical commodities.

What makes BHP especially attractive for long-term income investors is its scale and cost position. Its assets are among the lowest-cost producers globally, which allows it to remain profitable even when commodity prices fall. During stronger cycles, excess cash is returned to shareholders through generous dividends (including special dividends).

While BHP’s payouts can fluctuate with commodity prices, its balance sheet strength and disciplined capital management have made it one of the ASX’s most reliable long-term dividend payers. I expect this to remain the case over the next decade and beyond.

Macquarie Group Ltd (ASX: MQG)

Macquarie Group has quietly built one of the strongest dividend records on the ASX.

It operates a globally diversified financial services business, spanning asset management, infrastructure investing, commodities trading, and specialist banking. This diversity helps smooth earnings across market cycles and provides multiple growth engines.

Over time, the company has steadily increased its payout as earnings expanded, rewarding long-term shareholders who stayed the course. And while there have been many ups and downs, the overall trajectory is up.

Combined with a conservative capital approach, this arguably makes Macquarie a compelling option for income investors.

Wesfarmers Ltd (ASX: WES)

Finally, Wesfarmers could be a great buy and hold option. It is one of Australia’s highest-quality conglomerates with a portfolio including Bunnings, Kmart, Priceline, Officeworks, and a growing industrial and chemicals division.

What sets Wesfarmers apart from rivals is the quality and experience of its management. The company has repeatedly shown an ability to allocate capital intelligently, exit underperforming businesses, and reinvest in higher-return opportunities. That discipline has underpinned steady earnings growth and dependable dividends over many years.

And while Wesfarmers may not always offer the highest yield, its strong cash generation and defensive retail exposure make it well suited to long-term income investors.

The post 3 ASX dividend shares worth holding forever appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro 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 Macquarie Group and Wesfarmers. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended BHP Group and Wesfarmers. 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.

The “Magnificent Seven” stocks have produced the lion’s share of the S&P 500‘s long-term gains. This group of stocks represents 35% of the S&P 500, and if these seven stocks continue to outperform the index, their presence in the S&P 500 will grow.

Although each of these stocks has been a long-term winner, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) may be the most promising pick of the bunch.

It looks like a promising buy in 2026 due to strong financials and long-term artificial intelligence (AI) tailwinds. Alphabet has been a cloud computing and search leader for many years, but it might just become a physical AI leader as well.

These are some of the reasons investors may want to take a closer look at Alphabet in 2026.

High cash flow lets Alphabet invest in more ventures 

Alphabet isn’t the only company that’s investing in physical AI, but few companies can compete with its cash flow and steady profits. Alphabet’s strong financial position gives it the flexibility to endure losses on start-ups for multiple years before turning a profit.

That’s part of the reason why Alphabet has silently emerged as an autonomous vehicle leader through Waymo. Alphabet recently started offering its AI chips to third parties, and it can become a multibillion-dollar segment.

Alphabet has $98.5 billion in cash, cash equivalents, and marketable securities on its balance sheet. The tech giant also brought in $35 billion in net profits in Q3, which was up by 33% year over year.

Google Cloud used to be a small part of Alphabet’s overall business. Now, it’s one of the three giant cloud providers. Alphabet can experience similar success with Waymo, AI chips, and other parts of its business.

Alphabet has multiple high-growth business

Alphabet doesn’t just rely on online ads, which is one of the few downsides of fellow Magnificent Seven stock Meta Platforms (NASDAQ: META). Google’s parent company has several businesses like search, cloud, and subscriptions, and they’re all growing.

“Alphabet had a terrific quarter, with double-digit growth across every major part of our business,” Alphabet CEO Sundar Pichai said in the company’s Q3 earnings release.

It was also the first quarter that Alphabet earned $100 billion in revenue. Google Cloud was a major highlight, with revenue up by 34% year over year. That part of the business also has a $155 billion backlog.

Cloud computing makes up roughly 15% of the company’s total revenue. As this segment grows, it will make up a larger percentage of total revenue, which can boost Alphabet’s total revenue growth rate.

The Gemini app was another key business segment. Alphabet’s AI model now has 650 million monthly active users. Alphabet has multiple growth drivers that work well with each other and have delivered excellent results over several years.

Most Magnificent Seven stocks are less diversified

Alphabet is one of the Magnificent Seven stocks driving the S&P 500 to new highs, and it’s one of the most diversified companies among the group.

Tesla (NASDAQ: TSLA) heavily relies on automobile sales, with humanoid robots offering significant potential. Apple (NASDAQ: AAPL) heavily relies on iPhone sales, while Meta Platforms generates almost all of its cash flow from online ads. Nvidia (NASDAQ: NVDA) relies on AI chips and software that revolves around its chips.

Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) are the other two well-diversified members of the Magnificent Seven. Both tech giants have competing cloud computing providers and multiple revenue streams.

However, Alphabet is experiencing double-digit growth rates across all of its key businesses. Amazon’s online store sales were only up by 8% year over year, excluding foreign exchange rates. That part of Amazon’s business accounts for more than one-third of total sales.

Meanwhile, Microsoft only delivered 4% year-over-year revenue growth for its more personal computing segment in Q1 FY26, which made up almost 30% of total revenue.

Alphabet’s key businesses are still gaining market share, and AI should accelerate growth rates while resulting in new high-growth segments making a meaningful difference in future earnings results.

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

The post Should you buy this “Magnificent Seven” stock before 2026? 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

• Should you invest $1,000 in Alphabet right now?
• Better (almost) $4 trillion AI stock to buy now: Microsoft or Alphabet
• Why the best-performing “Magnificent Seven” stock of 2025 is still a buy for 2026
• What Warren Buffett’s latest portfolio moves say about the market
• These 2 magnificent seven AI stocks might be offering investors a once-in-a-decade buying opportunity before the New Year.

Marc Guberti has positions in Apple. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla. 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, Apple, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX growth shares have the potential to deliver attractive returns over time, given their earnings’ ability to compound at a strong rate.

The two businesses I’m about to cover are expected to deliver an impressive compound annual growth rate (CAGR) of profit between now and the end of the decade.

Based on the bullish price targets, both of the following stocks could see double-digit returns within the next 12 months.

Superloop Ltd (ASX: SLC)

UBS describes Superloop as a business that provides telecommunications infrastructure, cloud and broadband services in the Asia Pacific region.

It has a wholesale division that services large-scale telco, data and telco customers, as well as retail internet service providers (ISPs) that do not have access to their own connectivity.

The business segment services small, medium and large corporate customers that purchase connectivity services to facilitate their core businesses. Finally, the consumer segment provides basic internet and mobile phone products for domestic residential use.

UBS notes that the company is expecting FY26 operating profit (EBITDA) to be between $109 million to $117 million, which would represent growth of between 18% to 27%.

Following UBS’ analysis of the ASX growth share’s AGM update, the broker noted the key area of subscription growth weakness was in the wholesale segment, meaning Origin Energy Ltd (ASX: ORG), which only saw 1,000 additions. This was likely because its NBN plans were around 30% higher than the median (competitor) NBN reseller price.

But, since 1 November, Origin is now offering nearly the cheapest NBN plans in the market, which has reportedly driven an increase in wholesale subscription growth for the ASX growth share to an implied 4,000 per month net add rate. UBS expects wholesale subscription growth of 5,000 per month for the rest of FY26.

UBS also expects the consumer segment to add around 70,000 over the financial year, with around 5,800 per month.

The broker concluded:

We still remain very supportive of the growth opportunity that exists for Superloop given its position as the key enabler of challenger broadband market share gains. We believe challengers can lift their mkt share to c.35% from current levels of c.20% creating a still to be won A$3.1bn revenue opportunity. This underpins our forecasted 3yr cash EPS CAGR of 26%.

…We also like the upside opportunity being created in the high multiple Smart Communities earnings stream.

UBS predicts the company could grow its net profit from $42 million in FY26 to $97 million in FY30. It’s currently valued at 31x FY26’s estimated earnings. The broker has a price target of $3.40, implying a possible rise of 36% within a year.

TechnologyOne Ltd (ASX: TNE)

UBS describes this ASX tech share as an enterprise software provider which offers a suite of solutions for local, state and federal governments, financial services, education, utilities, health and community services.

The broker is optimistic on the ASX growth share because of its ongoing net revenue retention (NRR) of 115%. That figure describes how much revenue the business has made from customers that it had last year, implying 15% revenue growth year-over-year from existing customers.

There are two reasons why UBS believes NRR can continue to be at least 115%:

1. Launch of AI products provides a new monetisation opportunity; 2) UK ramp remains very strong.

The broker believes the ASX growth share can grow its profit before tax (PBT) at around 20% per year over the next five years, which is why it rates the company as a buy. If NRR grows faster than 115%, then PBT growth could be faster than 20% per year.

There are two other reasons why UBS has conviction in the growth story and the quality of the business:

3) Cash conversion: typically strong at 129%; 4) Capital management: Result included a 10cps special dividend and increase in future payout ratio range to 65-75% (from 55-65%).

In other words, the business is generating pleasing cash flow compared to its reported profits and the company is rewarding investors with more generous dividends.

UBS predicts that the ASX growth share can grow its net profit from $163 million in FY26 to $340 million in FY30. The UBS price target is now $38.70, implying a possible rise of 42% within the next year.

The post Experts rate these 2 ASX growth shares as buys this month! appeared first on The Motley Fool Australia.

More reading

• Superloop versus Aussie Broadband shares: Buy, sell or hold?
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• 2 ASX shares to buy and hold for the next decade
• The best Australian stocks to buy today and not check again until 2035
• Buy Australian: ASX stocks positioned to beat global markets next year

Motley Fool contributor Tristan Harrison has positions in Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Technology One. The Motley Fool Australia has recommended 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.

Projecting where a stock will be in five years is no easy task.

Five years ago, the COVID-19 pandemic was just ramping up, and there were many questions about what the future would hold. Since then, that crisis has been resolved, and an artificial intelligence (AI) arms race has erupted. Few could have predicted the series of events that got us to today, and projecting them five years in advance isn’t going to be any easier.

However, long-term investors are required to do this. Because we’re not investing in stocks for a quarter or two at a time, we have to look at long-term trends to understand where a stock may be heading. With Nvidia (NASDAQ: NVDA) being the largest company in the world, predicting where it’s going over the next five years is an important task for two groups of investors.

First, individual Nvidia investors need to think about whether it’s worth owning by itself. Second, general market investors need to understand where it’s going, because Nvidia makes up over 7% of the S&P 500.

With Nvidia being perhaps the most important stock in the stock market, investors need to know what the future may hold. I think the future is bright, as long as one thing happens. 

Nvidia is supplying the hardware to supply the AI buildout

Nvidia makes graphics processing units (GPUs), which are accelerated computing devices that excel in processing arduous workloads. Originally intended to process gaming graphics (thus the name), they found use cases in engineering simulations, drug discovery, and mining cryptocurrency. Eventually, they found their largest use case yet with artificial intelligence.

GPUs make for fantastic choices in these segments because they can process multiple calculations in parallel. Combine that with the ability to connect multiple units in clusters in data centers, and you have the ultimate computing resource available.

The market for AI computing power has exploded over the past few years, but it doesn’t look to be slowing down anytime soon. AI hyperscalers have all announced record-setting data center capital expenditure plans for 2026. That comes after setting records in 2025.

While some of this spending goes to data center infrastructure (think land and building costs), anywhere from a third to half goes to buying computing power. Nvidia is the most popular option for computing resources, which is why its results have been so good over the past few years.

In Q3 fiscal year 2026 (ending Oct. 26), Nvidia’s revenue rose 62% year over year to $57 billion. That’s an incredible growth rate for a company of Nvidia’s size, and marks a reacceleration from Q2’s 56% growth rate.

CEO Jensen Huang noted that they are “sold out” of cloud GPUs, showcasing the incredible demand for its products. This means many clients are likely placing orders years in advance to secure capacity for chips that haven’t even been released yet. This bodes well for Nvidia, but also gives it a decent picture of what the future holds.

Nvidia hopes to capture a huge market in the next five years

By 2030, Nvidia expects global data center capital expenditures to reach $3 trillion to $4 trillion. That’s up from the $600 billion they expect in 2025. With Nvidia expecting data center capital expenditures to rise at least 5x over the next five years, that bodes well for its business.

While the $3 trillion mark may seem like a long way away, investors must remember that Nvidia has more information than we do. As a result, I think investors need to trust the direction of this guidance.

Should that level come about, Nvidia’s revenue could 5x if it maintains its market share. For FY 2026 (ending January 2026), Wall Street analysts expect $213 billion in revenue. That would indicate Nvidia’s revenue could breach the $1 trillion threshold in the next five years, which would lead to incredible returns.

This requires the AI hyperscalers to continue spending like they are. If they do, Nvidia will be a must-own stock over the next five years. If they don’t, Nvidia may fail to live up to expectations. 

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

The post Where will Nvidia stock be in 5 years? 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

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• Could Nvidia become the first $10 trillion company?
• 3 ASX ETFs that benefit from unavoidable megatrends
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• 3 stocks that in 20 years have turned $5,000 into more than $1 million

Keithen Drury has positions in Nvidia. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Nvidia. The Motley Fool Australia has recommended Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen 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 no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

When you reach retirement, investing priorities tend to shift.

While growth still matters, reliability, diversification, and dependable income usually take centre stage.

For many retirees, exchange-traded funds (ETFs) can be an ideal solution, offering exposure to dozens or even hundreds of shares while delivering regular distributions without the need to manage individual shares.

With that in mind, here are three ASX ETFs that could play a role in generating passive income throughout retirement.

Vanguard Australian Shares High Yield ETF (ASX: VHY)

The Vanguard Australian Shares High Yield ETF is a popular choice among income-focused investors, and it is easy to see why.

This ASX ETF invests in Australian shares with above-average forecast dividend yields, providing exposure to some of the ASX’s most established dividend payers.

Its portfolio includes major names such as BHP Group Ltd (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), National Australia Bank Ltd (ASX: NAB), Westpac Banking Corp (ASX: WBC), and Telstra Group Ltd (ASX: TLS). These are businesses with long histories of generating strong cash flows and returning capital to shareholders.

For retirees, the Vanguard Australian Shares High Yield ETF offers a relatively straightforward way to access a diversified stream of Australian dividends, with the added benefit of franking credits.

Betashares S&P Australian Shares High Yield ETF (ASX: HYLD)

The Betashares S&P Australian Shares High Yield ETF is another option for income investors to consider in retirement. It targets a basket of ASX shares with high forecast dividend yields, while applying screens designed to avoid dividend traps.

This includes avoiding companies that are projected to pay unsustainably high dividend yields, as well as those that exhibit high levels of volatility relative to their forecast dividend payout.

Current holdings include the banks and blue chips such as QBE Insurance Group Ltd (ASX: QBE), Transurban Group (ASX: TCL), and Woodside Energy Group Ltd (ASX: WDS). It was recently recommended by analysts at Betashares.

Betashares Australian Quality ETF (ASX: AQLT)

While the Betashares Australian Quality ETF may not look like a traditional income ETF, it can still play an important role in a retirement portfolio.

This ASX ETF focuses on high-quality Australian shares with strong balance sheets, consistent earnings, and sustainable business models. Its holdings include Wesfarmers Ltd (ASX: WES), Telstra Group Ltd (ASX: TLS), ANZ Group Holdings Ltd (ASX: ANZ), and Macquarie Group Ltd (ASX: MQG).

The fund pays distributions semi-annually and currently offers a 12-month distribution yield of 3.4%, or 4.3% on a grossed-up basis. Importantly for retirees, around 61% of those distributions are currently franked. It was also recently recommended by analysts at Betashares.

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Motley Fool contributor James Mickleboro has positions in Woodside Energy Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group, Transurban Group, and Wesfarmers. The Motley Fool Australia has positions in and has recommended Macquarie Group, Telstra Group, and Transurban Group. The Motley Fool Australia has recommended BHP Group, Vanguard Australian Shares High Yield ETF, and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Australia’s major energy shares are under pressure today as global oil markets tumble.

At the time of writing, Woodside Energy Group Ltd (ASX: WDS) has dropped 2.38% to $23.43, Santos Ltd (ASX: STO) is down 1.06% to $6.04, and Ampol Ltd (ASX: ALD) has fallen 2.13% to $31.88.

The catalyst is simple: oil has slipped below US$60 a barrel, a level many traders consider psychologically important for the sector. When oil breaks lower, ASX energy stocks tend to follow, and that’s exactly what we are seeing today.

Why is oil dropping?

Global crude prices are falling as traders react to renewed optimism around a potential Russia–Ukraine peace agreement. Any credible progress towards ending the conflict raises expectations that Russian oil could return more efficiently to global markets.

That matters because Russian supply disruptions have been one of the biggest drivers of volatility in energy markets over the last few years. If geopolitical tensions ease, investors anticipate a more stable and potentially higher global supply, which naturally weighs on crude prices.

With oil now trading at its lowest levels in months, energy stocks are adjusting quickly.

What this means for oil shares

For upstream producers such as Woodside and Santos, revenue is closely tied to global energy prices. When crude falls sharply:

• Selling prices decline, reducing income
• Costs can’t be reduced as easily, leading to a greater risk of margin compression
• Investor sentiment turns cautious, particularly towards companies with heavy capital expenditure pipelines

Both companies have benefited from higher commodity prices in recent years, but they are equally sensitive when the cycle turns. Today’s share price moves reflect that exposure.

Why Ampol is also trading lower

Ampol isn’t an oil producer, but its refining business and fuel margins are influenced by movements in global crude benchmarks. When oil prices fall quickly, retail and wholesale pricing can lag the move, pressuring profitability. The market typically prices this risk in immediately, which explains today’s decline.

Looking ahead

Future movements will depend on how the geopolitical situation evolves. Peace-related optimism can fade quickly, but a sustained period of lower oil prices would reshape earnings expectations across the sector.

For now, the message from the market is clear: the energy trade is shifting, and investors are reassessing their positioning as crude oil tests multi-month lows.

The post Why ASX oil stocks Woodside, Santos and Ampol are sliding today appeared first on The Motley Fool Australia.

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Motley Fool contributor Kevin Gandiya has no positions 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 no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.