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
DroneShield’s Rocky Week: Insider Selling and Contract Clarity Roil Shares Despite Strong Growth Outlook
DroneShield (ASX: DRO) has had a bruising week as a sharp share price decline, heavy insider selling, and confusion around…
Xero Limited (ASX: XRO): Investment Analysis and Strategic Outlook
Introduction Xero Limited has become one of the most recognisable names in cloud accounting, and its journey from a New…
Rio Tinto Shelves Jadar Lithium Project as New CEO Refocuses on Costs and Capital Discipline
A Shift in Strategy Rio Tinto has shelved its $US2.4 billion Jadar lithium project in Serbia, marking a sharp strategic…
Small Cap Rotation Accelerates: Why Ausbil Is Shutting to New Money
Ausbil's Australian Small-Cap Fund is closing to new money as it nears its self-imposed capacity (about $700m). The team cites…
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