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
Monash IVF Shares Rose on a Profit Cut. That Tells You What the Market Stopped Caring About
Reaction (12 Jun 2026) +2.2% Price (17 Jun 2026) A$0.73 FY26 NPAT guide A$17–18m Market cap ~A$284m Rejected bids 80c…
Treasury Wine Estates (ASX: TWE): Investment Analysis
Rating ACCUMULATE Price (15 Jun 2026) A$3.64 Broker target (avg) ~A$5.50 Implied upside ~51% Analyst view Split; Morningstar FV A$8.50…
SRG Global Shares Jumped 17%. The Order Book Wasn’t the Real Story
DAY-ONE MOVE (2 JUN 2026) +17% PRICE (9 JUN 2026) A$3.93 12-MONTH RETURN ~+139% NEW CONTRACTS A$1.85b FY27 EBITDA GUIDE…
Flok Health: The AI Clinician That Just Redefined Healthcare
A Turning Point in European Medicine Cambridge-based Flok Health has reached a major milestone, securing an oversubscribed $12.5 million Series…
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