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
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
Webjet and Helloworld M&A: A New Chapter for Australian Travel
Webjet and Helloworld M&A: A New Chapter for Australian Travel Australia’s travel industry is entering an important period of consolidation,…
ASX Caught Between Nvidia Jitters and Rate Reality
The Australia market is stuck in a tug-of-war. Banks and speculative growth names under pressure as investors rethink how many…
IperionX Short Seller Allegations: Why Investors See Opportunity in the Fallout
A Critical Minerals Darling Under Fire The short-seller spotlight has swung into IperionX, the U.S. based, ASX-listed titanium producer championed…
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