By Focus
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
Web Travel Group Shares Jumped 12% on the Wrong Number
Rating ACCUMULATE Price (28 Jul 2026, intraday) A$3.14 TIS base case A$3.80 Implied upside ~21% Broker consensus Not verified Sector…
ASX Stocks in Focus: The Second Number in Each Update
Four companies reported before Monday's open, and in each the number that led the announcement is not the one that…
The GDG Share Price Jumped 33% on a Report That Wasn’t Even an Earnings Result
Generation Development Group told the market on Thursday that it manages more money than it did a year ago. That…
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 /…
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