45m agoWed 19 Nov 2025 at 8:35pmMarket snapshotASX futures: to rise about +0.4% to 8,496 pointsASX 200 (Tuesday close): -0.3% to 8,447 pointsAustralian dollar: -0.6% to 64.68 US cents Wall Street: Dow Jones (+0.1%), S&P 500 (+0.4%), Nasdaq (+0.6%) Europe: FTSE (-0.5%), DAX (-0.1%), Stoxx 600 (-0.03%)Spot gold: +0.2% to $US4,075/ounce 
Oil (Brent crude): -2.1% to $US63.52/barrel Bitcoin: -3.5% to $US89,284

Prices current around 7:30am AEDT

1m agoWed 19 Nov 2025 at 9:20pm

Bitcoin has taken a hit

Bitcoin is seriously down as Wall Street closes for Wednesday afternoon.

The cryptocurrency is currently down -2.9%, trading at $89,752.

Let’s see how it tracks throughout today…

11m agoWed 19 Nov 2025 at 9:10pm

The Kohler Report

Keen to catch up on the market movements from yesterday? Here it is in under two minutes, with Alan Kohler:

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21m agoWed 19 Nov 2025 at 9:00pm

Japan and tech movement

Senior Analyst Ipek Ozkardeskaya says the Japanese might just be “pulling the rug” right from under the US Treasury market — a move that affects tech, EM stocks and crypto (i.e. riskier investments).

“Japanese yields are now at levels where Japanese investors prefer bringing their money back to Japan.

“The 10-year Japanese government bond yield surpassed levels where borrowing yen and placing it in US Treasuries makes no money— after taking FX hedging costs into account.

“As a result, the Japanese pensions funds are reportedly pulling $1.1 trillion out of the US Treasuries right now — meaning that one of the biggest Treasury buyers is turning into a net seller.” 

37m agoWed 19 Nov 2025 at 8:43pm

Plumbing insurance

On a separate note, I’ve spent months researching private plumbing insurance in Victoria, something made mandatory by a ministerial order.

Home owners and industry experts have told me that private insurance companies are refusing to pay out on non-compliant work, or offering only limited payouts, contravening the order.

One home owner, Cathy O’Connell, has been unable to live in her home for the past four years because the plumbing defects require a complete demolition of her builds. All three insurance companies are refusing her claims.

Another home owner, Nik, has been living among the plumbing defects at his property, describing his new home as a ‘construction site’.

You can read the full report below.

56m agoWed 19 Nov 2025 at 8:25pm

Nvidia predictions

Happy Nvidia day — according to Senior Analyst Ipek Ozkardeskaya.

At about 8.20 AEDT this morning, Nvidia Corporation will release its quarterly results. 

“My crystal ball is whispering that today, after the US closing bell, Nvidia will probably dump another set of jaw-dropping numbers on the table — perhaps a few more billions in sales revenue than the ~$55 billion expected by analysts (which would already be a nearly 60% growth compared to the same time last year) and a gross margin of ideally more than 73%,” says Ms Ozkardeskaya.

She predicts the results will be a reminder that the booming tech company no longer relies on China, who was once a VIP client.

“CEO Jensen Huang wants investors to assume that the Chinese revenue will be zero. Anything on top of that would be the cherry on top.”

But how will investors react? Ms Ozkardeskaya isn’t so sure.

“Everyone is now focused on the worries that the huge spending its too high compared to revenue potential, and on the rising anxiety around the circularity of AI deals.” 

A new AI deal has just been announced between Nvidia, Microsoft and Anthropic, costing billions between the three companies.

“The whole AI thing does sound like nothing more than a handful of companies sending each other billions of dollars without hints of money flowing inside the circle from outside. But it’s like McDonalds buying beef and tomatoes for its burgers. It must do it. Eventually someone will buy the burger. But when, and how much burger is to be seen.”

1h agoWed 19 Nov 2025 at 8:20pm

ASX to rise, Nvidia to provide a pulse check on big tech and AI

Good morning and welcome to the ABC’s finance blog! I’ll be your guide for this Thursday morning.

It looks like the ASX 200 is going to rise when it opens for trading in a few hours time.

The Aussie dollar is currently sitting at about 65 US cents.

In the US, the S&P 500 is up +0.2%, trading at 6626 points as we patiently wait for big tech company Nvidia to release its quarterly earnings report. We are expecting it to drop in the next two hours.

Dow Jones Industrial Average is slightly down, trading at -0.4%, while Nasdaq Composite is slightly up, trading at +0.1%.

Over in Europe, the markets are down, with Britain’s FTSE at -0.5% at 9507 points, and the pan-European Stoxx 600 dropping slightly to -0.03% at 571 points.

Go grab a coffee and tune in for a morning of tech updates as we wait to hear from Nvidia!