Leadership & Strategy Updates
Nvidia Financing Its Own AI Boom
Nvidia has spent the past several years selling the infrastructure behind the artificial intelligence boom. Increasingly, however, it is doing something else: helping finance the…
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Further Analysis & Commentary
Lynas Share Price Just Missed the Rare Earths Rally
Rating ACCUMULATE Price (17 Jul 2026) A$15.89 Consensus target A$19.86 Implied upside ~25% Consensus (15 analysts) Buy Sector Materials /…
WiseTech Shares: Priced Like an Average Software Stock. Isn’t One
Rating SPECULATIVE BUY Price (9 Jul 2026) A$34.58 Consensus target ~A$71 (wide range) Implied upside (consensus) ~105% Consensus (15 analysts)…
ASX Stocks in Focus: Four Signals the Market Is Missing
Iran declared the Strait of Hormuz closed over the weekend. ASX 200 futures rose anyway, up 43 points by Monday…
America’s Biggest Banks Want Their Own Payments Network
America's largest banks may have found a legal way around one of the industry's least popular regulations. According to reports,…
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