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Weekly Stock Pick

JB Hi-Fi Shares Fell 12% on a Number That Flatters the Business

Dian Nel

Artificial Intelligence

Equities Uncovered Volume 5: Three ASX Small Caps Turning AI Hype Into Revenue

Daniel Whittleston

AI & Data Centres

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

Wall Street Is Finally Questioning the AI Spending Arms Race

For the better part of three years, there has been one rule in AI investing: Spend more. Investors largely rewarded…

Peter Boyd

Corporate News & M&A

SoftBank’s $40 Billion Bridge Loan Signals the Growing Scale of AI Financing

Introduction The rapid expansion of generative artificial intelligence is transforming global capital markets, and SoftBank's recently syndicated $40 billion bridge…

Ankit Tadanki