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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

Alcoa Corporation (ASX: AAI): Equity Analysis

Company Snapshot Alcoa (AAI) mines bauxite, refines alumina, and smelts primary aluminium. Earnings swing with alumina and aluminium prices, and…

POSCO MinRes Lithium Deal Signals Shift From China

Mineral Resources (MinRes) struck a $1.2b deal with South Korea's POSCO for a 30% stake in a new JV holding…

FireFly Metals Investment Analysis: ASX Copper-Gold Explorer Positioned for Growth

Company Overview This FireFly Metals investment analysis explores how FireFly Metals (ASX: FFM, TSX: FFM), an Australian-based copper-gold explorer and…

ASX Second Weekly Loss: Rates Hope Fades, Earnings Bite

Weekly Overview The ASX notched a second straight weekly decline, with the S&P/ASX 200 finishing Friday at 8769.7 (-1.0% w/w).…

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