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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

Volkswagen Self-Driving Cars: Can Europe Win the Robotaxi Race?

Volkswagen wants to become the “European champion” of autonomous driving. That ambition alone tells you something about where the industry…

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,…

Netflix Parts Ways with Warner Brothers Deal as Paramount Comes Out on Top.

Shocking news as Netflix walks away from Warner Bros. Discovery (WBD) deal. For a few months, Netflix was strongly poised…

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