Indonesia Plans First Kangaroo Bond in Boost to Australian Ties
'Subject to market conditions, Indonesia will also issue its first-ever Australian dollar-denominated 'Kangaroo bond' in August — a vote of confidence and meaningful step forward,' the nations' financial chiefs, Sri Mulyani Indrawati and Jim Chalmers, said in a statement Saturday. 'This will open new pathways for Australian investors to find quality investment products, support Indonesia's growth and strengthen financial integration.'
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Endeavour Group exec chair leaves over board disagreements
Endeavour Group's executive chairman Ari Mervis has resigned from the Australian retail, wine and spirits business following a dispute with its board. "Endeavour Group today announces that Mr Ari Mervis has resigned as Executive Chairman effective 3 August 2025, citing disagreements with the board," an announcement on the ASX read today (4 August). Mervis had been promoted to executive chairman in February, following the departure of Endeavour Group's CEO Steve Donohue in March. Duncan Makeig, lead independent director, will take on the interim chair position and manage the search for a new independent chair. The chair position is expected to be filled before the start of next year, Endeavour said. Endeavour's chief financial officer Katie Beattie has also been appointed interim CEO. Jayne Hrdlicka was picked to take the reins as CEO of Endeavour in May. She starts the role in March next year. Group deputy CFO Tali Ross is to become interim CFO of the company. Makeig said: 'Kate has worked closely with the management team to ensure that operational performance and momentum is maintained across our business. We are confident in Kate's ability to continue leading the business as interim CEO through to Jayne's commencement in January.' 'The Board and management are undertaking a strategy refresh which will include a portfolio-wide examination of the Group's performance, key business drivers and execution across Retail, Hotels and the Pinnacle business, with the clear aim of maximising long term shareholder value.' Commenting on Mervis' departure, Makeig added: 'The board acknowledges Ari's service to Endeavour Group, a company we all agree has an irreplaceable asset base and unique opportunities in the future.' In the same announcement, Endeavour also revealed its preliminary estimates for its full-year results for 2025. It expects its full-year sales for 2025 to reach A$12.1bn. The group booked A$12.3bn in sales in 2024. Statutory net profit after tax is anticipated to sit between A$420m and $425m, which would be a dip on last year, where the company saw profit for the period after tax sit at A$512. Endeavour attributed the predicted 2025 figure to "a number of one-off items" in the period, such as "restructuring and redundancy costs and an impairment" linked to shutting its Prowine bottling site in South Australia. Endeavour's final full-year results for 2025 will be published on 25 August. "Endeavour Group exec chair leaves over board disagreements" was originally created and published by Just Drinks, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Sign in to access your portfolio
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Is Nvidia Stock Still a Buy?
Key Points A major policy reversal on Chinese AI chip exports has significantly improved the company's revenue outlook and enhanced its competitive positioning in the world's second largest economy. The semiconductor giant's data center business has exploded from $3 billion to $115 billion in annual revenue over just five years, yet supply constraints suggest this growth story is far from over. While trading at a premium valuation, the company's wide economic moat and expanding addressable market across AI training, inference, and emerging applications provide multiple avenues for growth. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) is the epicenter of the artificial intelligence (AI) boom. In 2025, it became the most valuable company on Earth, minting millionaires and reshaping global tech. But with shares trading at 56 times trailing sales and the stock far outpacing the S&P 500, investors have a tougher question to ask now. Is Nvidia still a buy? Here's what the market is getting right -- and what it might be missing about this core AI stock. China changes everything for Nvidia's growth trajectory A major shift in U.S. policy has reopened a crucial revenue stream for Nvidia. Regulators recently approved shipments of the company's H20 graphics processors to China -- just weeks after restricting their sale. This reversal changes the calculus. Nvidia had taken a $5.5 billion write-down earlier this year, tied to unsellable China inventory, and analysts feared it had lost access to one of its largest AI markets. But with H20 shipments now cleared, Wall Street expects Nvidia to generate $5 billion in China revenue over the next two quarters -- and as much as $30 billion across fiscal 2027 and beyond. Though the H20 is throttled to comply with export rules, it remains in high demand. China's aggressive AI buildout makes even these constrained chips valuable -- and for now, irreplaceable. More strategically, this decision keeps Chinese AI firms tied to U.S. hardware and software infrastructure. Rather than pushing demand toward domestic alternatives like Huawei, the policy reversal reinforces Nvidia's dominance. It strengthens the company's competitive moat just as the global AI infrastructure buildout hits escape velocity. The data center dominance story is far from over Nvidia's evolution from a gaming chipmaker into the backbone of global AI infrastructure is one of the most successful pivots in corporate history. Its data center revenue surged from around $3 billion in fiscal 2020 to over $115 billion by fiscal 2025 -- a five-year run of hypergrowth few companies have ever matched. And it's not demand that's holding Nvidia back -- it's supply. The company remains constrained by manufacturing capacity, with graphics processing unit (GPU) availability expected to stay tight through at least December. Cloud giants such as Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), and Alphabet (NASDAQ: GOOGL) show no signs of easing their AI infrastructure spending. Several customers have said they'd buy every chip Nvidia can deliver. This demand is no longer just about training large models. While training powered Nvidia's early surge, the inference market -- where deployed models generate real-time outputs -- is emerging as a bigger, longer-term opportunity. As generative AI tools spread across industries, both training and inference workloads are growing fast, supporting Nvidia's multibillion-dollar revenue streams even as the market matures. Competitive threats are real -- but contained The most credible risk to Nvidia's dominance comes from intensifying competition, both from traditional chip rivals and cloud giants building their silicon. Advanced Micro Devices (NASDAQ: AMD) is ramping up its GPU lineup with the MI300 series, while hyperscalers such as Alphabet, Amazon, Microsoft, and Meta Platforms (NASDAQ: META) continue to roll out custom AI chips for internal use. But hardware is only part of the story. Nvidia's moat is as much about software as it is about silicon. The company's Compute Unified Device Architecture platform powers nearly every major AI model in production today, and migrating those codebases to alternative stacks is costly, complex, and time-intensive. For now, most developers simply aren't willing to switch. Then there's networking, a less flashy but equally critical layer of Nvidia's strategy. Large AI models don't run on stand-alone chips; they run on interconnected clusters of GPUs. Nvidia's NVLink interconnect and its InfiniBand-based networking gear (inherited from the Mellanox acquisition) allow these clusters to function as a single, cohesive AI engine. This integrated stack -- chips, interconnects, software, and systems -- makes Nvidia more than a parts supplier. It's the orchestrator of modern AI infrastructure, and that role is far harder to dislodge than many assume. Valuation reflects optimism, but fundamentals support a premium At 56 times trailing earnings, Nvidia's stock isn't cheap by traditional metrics. However, these multiples must be viewed against robust growth and broadening market opportunity. The company delivered $130.5 billion in total revenue in fiscal 2025, up 114% year over year, with data center revenue alone reaching $115 billion. Gross margin simultaneously expanded to 75%. The key question isn't whether Nvidia deserves a premium valuation -- it does given its dominant market position and growth prospects. Rather, investors must assess whether the current premium adequately reflects both the upside potential and inherent risks in the AI infrastructure buildout. The China policy reversal provides a concrete catalyst for near-term revenue acceleration, while growing use cases in automotive, robotics, and edge computing offer additional growth vectors beyond the core data center business. Looking ahead, Nvidia's three-year GPU roadmap through 2027 demonstrates the company's commitment to maintaining its technological edge. With new architectures planned annually and processing capabilities expanding dramatically, Nvidia appears well positioned to stay ahead of both traditional competitors and in-house alternatives from hyperscale customers. Early innings or peak hype determine the buy case For investors considering Nvidia at current levels, the investment thesis boils down to one fundamental question: Is the AI revolution in its early innings or approaching maturity? The evidence suggests we're still in the opening act. China's market reversal, persistent supply constraints, and Nvidia's roadmap dominance through 2027 with Blackwell, Rubin, and beyond point to expanding opportunities that dwarf today's already massive market. The risks are real. Demand cyclicality, intensifying competition from hyperscalers building custom chips, and geopolitical uncertainties all merit careful consideration. Yet for investors convinced that artificial intelligence represents a generational shift, Nvidia's unique positioning at the intersection of hardware, software, and AI infrastructure makes it one of the most compelling ways to capitalize on this transformation. Should you buy stock in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $624,823!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,064,820!* Now, it's worth noting Stock Advisor's total average return is 1,019% — a market-crushing outperformance compared to 178% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 George Budwell has positions in Microsoft and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Is Nvidia Stock Still a Buy? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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The Most Important Thing for Nvidia Investors to Watch in 2025
Key Points Nvidia's China business is going from a headwind to a tailwind. Nvidia next updates investors with its quarterly earnings report on Aug. 27. Dig into Nvidia's data center sales to see what's coming next. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) shares had a slow start to the year, but a strong rally that began in early April now has them up by about 30% year to date. Whether that momentum can continue will greatly depend on what the artificial intelligence (AI) leader has to say when it reports fiscal second-quarter earnings on Aug. 27. Nvidia more than doubled sales last year, but maintaining that level of growth would be difficult. Insatiable demand for its leading AI hardware is bound to wane as customers build inventories and competitive chips begin to appear. Yet the tech giant doesn't need to achieve that level of sales growth for it to still be a great investment at its recent price level. Here's the data point to watch to see if growth remains strong enough to justify buying Nvidia stock now. Signs still point to strong demand for Nvidia chips Although Nvidia stock rallied strongly over the past several months due to several catalysts, investors turned somewhat negative earlier this year when its China business was effectively shut down. The fear was the impact of lost revenue from China sales due to export restrictions. Nvidia took a $4.5 billion charge in the fiscal first quarter for its H20 inventory and canceled sales due to new rules restricting sales to China. The H20 chip was designed specifically for the China market after previous export rules were put in place. But now China looks to be another tailwind for AI chip sales after further changes on tariffs and trade with the country. Recent reports say Nvidia has ordered 300,000 H20 graphics processing units (GPUs) to be manufactured by contract supplier Taiwan Semiconductor Manufacturing. That's a meaningful number of chips. For perspective, Nvidia sold about 1 million H20 chips in 2024. Those sales will be in addition to a booming environment of demand for Nvidia's most powerful Blackwell chips as data center growth expands globally. Nvidia systems will support AI data center projects already in the works with Saudi Arabia, Indonesia, European nations, as well as the $500 billion Stargate Project in the U.S. Drilling down on Nvidia's sales That all leads to what investors should specifically be monitoring when Nvidia next reports earnings on Aug. 27. All of the ongoing data center growth will lead the next wave of sales for Nvidia's leading chips and software. That follows a year where big tech and AI companies helped boost Nvidia's record revenue growth by 114% year over year. Revenue growth has slowed from initial levels, though. It has still been increasing every quarter, but quarter-over-quarter increases leveled off to about 15% as the chart below indicates. The loss of China sales then reduced the most recent quarterly growth to just 10%. Four consecutive quarters of 15% growth would represent a 75% annual growth rate. That's stellar sales growth and even more impressive for a megacap company like Nvidia. That's the metric from Nvidia's earnings reports investors should focus on. If fiscal Q1 was an anomaly due to the China sales disruption and quarterly growth reaccelerates, Nvidia is going to look like a cheap stock even at recent levels. The biggest question will be how long its growth runway can continue. That can only be answered by CEO Jensen Huang and the commentary from the quarterly report. Investors should listen for those hints, too, but the quarterly data center growth itself should be the most important financial metric to continue to watch from Nvidia. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $624,823!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,064,820!* Now, it's worth noting Stock Advisor's total average return is 1,019% — a market-crushing outperformance compared to 178% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Howard Smith has positions in Nvidia and has the following options: short October 2025 $160 calls on Nvidia. The Motley Fool has positions in and recommends Nvidia and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. The Most Important Thing for Nvidia Investors to Watch in 2025 was originally published by The Motley Fool
