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

Woodside Energy (WDS: ASX): Equity Research Analysis

Executive Summary Woodside Energy's Position The latest case for Woodside Energy comes down to timing. Woodside is moving through an…

An Outlook on ASX: Ramsay Health Care (RHC)

Business Summary & Overview Ramsay Health Care is a prominent international hospital operator offering acute care, surgical services, mental health…

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…

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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