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
The GDG Share Price Jumped 33% on a Report That Wasn’t Even an Earnings Result
Generation Development Group told the market on Thursday that it manages more money than it did a year ago. That…
Lynas Share Price Just Missed the Rare Earths Rally
Rating ACCUMULATE Price (17 Jul 2026) A$15.89 Consensus target A$19.86 Implied upside ~25% Consensus (15 analysts) Buy Sector Materials /…
WiseTech Shares: Priced Like an Average Software Stock. Isn’t One
Rating SPECULATIVE BUY Price (9 Jul 2026) A$34.58 Consensus target ~A$71 (wide range) Implied upside (consensus) ~105% Consensus (15 analysts)…
ASX Stocks in Focus: Four Signals the Market Is Missing
Iran declared the Strait of Hormuz closed over the weekend. ASX 200 futures rose anyway, up 43 points by Monday…
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