Mega Cap (> $50B)
The Hidden Cost of the AI Boom
Artificial intelligence is fuelling one of the largest investment booms in history. Beyond the debt visible on company balance sheets lies a vast network of…
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Further Analysis & Commentary
IBM: A Potential Victim of Anthropic AI’s Recent Developments?
Anthropic's Recent Developments The developments involving IBM and Anthropic represent more than a temporary market reaction; they signal a deeper…
Google Just Issued a 100-Year bond to Fund Next Phase of AI Growth
In a highly unusual move for the corporate debt market, Alphabet, Google's parent company, came to market in February with…
ASX: An Outlook on Woodside Energy
Business Description Woodside Energy Group Ltd. is an international energy company involved in exploring, assessing, developing, producing, marketing, and selling…
Investment Analysis: Wesfarmers (ASX:WES)
The Quiet Compounder with Embedded Optionality Wesfarmers remains one of the highest quality compounders in the Australian market, combining mature,…
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