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…

Peter Boyd
13 Min Read

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Further Analysis & Commentary

POSCO MinRes Lithium Deal Signals Shift From China

Mineral Resources (MinRes) struck a $1.2b deal with South Korea's POSCO for a 30% stake in a new JV holding…

Fed Cut Odds Rise: ASX Set to Open Higher Ahead of CPI and Trump-Xi Talks

A Constructive Risk Tone Wall Street closed stronger after a cooler US core inflation print lifted odds of a near-term…

Woolworths’ $2.2 Billion Gamble: Can “Metro60” Revive Growth and Win Back Shoppers?

Woolworths is making one of its boldest strategic plays in years, a $2.2 billion rebrand and continued rollout of its…

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