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
Why UMG The Largest Music Company Rejected $65 Billion Takeover
CEO of Pershing Square Capital Management Bill Ackman has spent years trying to increase his exposure to Universal Music Group…
Iron Ore Tensions Rise as China Pushes for a Bigger Share of Mining Profits
TL;DR China is increasing pressure on Australia’s biggest iron ore miners as Beijing pushes for a greater share of the…
What Markets are Telling Investors: AI, US-Iran Deal and Inflation
The ASX 200 closed Wednesday at 8,717.7, up 0.7%, led by real estate, consumer cyclicals and basic materials. Softer Australian…
Equities Uncovered Volume 3: ASX and AI Stocks Building Momentum
This week’s edition broadens the lens slightly. Australian small caps still offer some of the market’s most interesting opportunities, particularly…
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