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
What Caused the Meta Layoffs?
Meta’s layoffs in recent years have not only reshaped its internal organisation but also influenced wider expectations around job stability…
Magellan Barrenjoey Merger Faces a Harder Test After the Pre-Deal Dividend Disclosure
The Magellan Barrenjoey merger was already a disclosure story. The new dividend revelation has made it a valuation story as…
An Update on The Koala IPO
Koala IPO Overview and Strategic Context Koala, the direct-to-consumer furniture company known for its boxed mattresses and sofas, listed on…
ASX Tech Stocks Are Under Pressure as Rates, War and AI Fears Collide
The latest washout in ASX tech stocks says less about one bad month and more about a market that is…
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