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JB Hi-Fi Shares Fell 12% on a Number That Flatters the Business

Record sales, a bigger dividend, and a July trading line that is worse than it looks.

Dian Nel
26 Min Read

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Further Analysis & Commentary

The Hidden Cost of the AI Boom

AI is not just transforming technology. It is transforming corporate finance. Over the past two years, the world's largest technology…

Big Tech Is No Longer One Trade

For much of the past few years, investing in Big Tech has been remarkably straightforward. AI became the market's dominant…

When the Tax Bill Outlives the Wealth: The Hidden Risk of RSUs for Oracle India Employees

A falling share price is painful for any investor. For employees paid with Restricted Stock Units (RSUs), the consequences can…

Wall Street Is Finally Questioning the AI Spending Arms Race

For the better part of three years, there has been one rule in AI investing: Spend more. Investors largely rewarded…

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