In a significant step toward revolutionising clean energy production, Rolls-Royce Small Modular Reactors (SMR) has inked a pivotal Memorandum of Understanding (MoU) with Czech engineering powerhouse Škoda JS.

At the heart of the initiative is Rolls-Royce’s innovative 470 megawatt-electric (MWe) pressurized water reactor design. Compact and efficient, each SMR module measures just 16 meters by 4 meters, yet generates low-carbon electricity equivalent to over 150 onshore wind turbines. Continue…

by Roger Montgomery Posted in Energy / Resources.

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In this week’s video insight, the focus is on Rolls Royce’s groundbreaking technology that could transform the green energy landscape. They have partnered with Skoda JS to manufacture components for a new 470-megawatt-electric pressurised water reactor, which is compact and capable of powering a million homes for sixty years – with zero emissions. As the world shifts towards more reliable energy sources, Rolls Royce’s advancements in nuclear technology promise a smarter, emission-free future. Continue…

by Roger Montgomery Posted in Video Insights.

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Parts of America’s industrial heartland are being transformed, and smokestacks and steel mills are being replaced by the scream of Graphic Proocessing Units (GPUs) housed inside concrete bunkers known as data centres. The transformation of parts of the U.S., such as Pennsylvania, is being mirrored globally as the world’s biggest tech names pour hundreds of billions into the physical infrastructure powering artificial intelligence. Continue…

by Roger Montgomery Posted in Investing Education, Market commentary.

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With markets hitting record highs, debt warnings echoing, and artificial intelligence (AI) reshaping everything, there’s plenty to unpack. Here’s a quick look at four key topics of investor conversations.

Ray Dalio’s debt warning and the case for gold and bitcoin

The billionaire founder of hedge fund leviathan Bridgewater Associates, Ray Dalio, is a man fond of predicting recessions and crises. His are a reminder that in order to be an accurate forecaster, you merely have to forecast often. Eventually, you’ll be right, just as a stopped clock is right twice a day. Continue…

by Roger Montgomery Posted in Companies, Market commentary.

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Life360’s (ASX:360) June 2025 quarterly results saw its share price react very positively, appreciating 9.6 per cent to A$41.46, at the time of writing. This follows on from an 18 per cent increase following its March 2025 quarterly results. Continue…

by David Buckland Posted in Stocks We Like, Technology & Telecommunications.

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JB Hi-Fi Limited (ASX:JBH), stamped its leadership on Australia and New Zealand’s retail landscape again, delivering impressive financial year 2025 (FY25) results, and demonstrating exceptional resilience across its portfolio of brands – JB Hi-Fi, The Good Guys, and the recently acquired E&S. With its laser-like focus on technology, consumer electronics, and home appliances, JB Hi-Fi continues to win customers, and market share, particularly among younger, tech-savvy shoppers. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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In 2025, the U.S. enacted the most significant trade policy shift in decades, with average tariffs rising from roughly 2.4 per cent in January to approximately 18–20 per cent by August, levels not seen since the 1930s.

In some cases, duties on Chinese imports have exceeded 50 per cent, marking a sharp departure from the stable global trade arrangements of recent decades. Continue…

by Roger Montgomery Posted in Market commentary.

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Most of the time, prices for a security or a commodity trade in fairly narrow bands. Sure, prices trend because information isn’t distributed universally, and it takes time and confirmation for people to buy in or sell out, but on a daily (or even weekly) basis, price ranges and volumes are generally pretty narrow. 

A few times every decade, however, you will experience or witness some truly epic moves over very short periods of time. When you see these, it may be helpful to be positioned with cash and access to research. I am not sure if the latest ‘epic’ move turns out to be one of those opportunities, but I do believe it is worthy of further attention. And like I said, they only happen a few times in a decade. Continue…

by Roger Montgomery Posted in Energy / Resources, Manufacturing.

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