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
James Hardie Board Revolt: Shareholders Reject $14 Billion Azek Deal and Oust Chair
In a rare and dramatic James Hardie shareholder revolt, investors voted to remove Chair Anne Lloyd and two other directors…
ASX Diverges on Shocks: Banks Prop, Health & Tech Slide as Domino’s Pops, CSL Sinks
ASX Diverges on Shocks ASX diverges on shocks as headline-driven moves overwhelm the Wall Street lead. By late morning. the…
Fed Cut Odds Rise: ASX Set to Open Higher Ahead of CPI and Trump-Xi Talks
A Constructive Risk Tone Wall Street closed stronger after a cooler US core inflation print lifted odds of a near-term…
Infratil (IFT): Dissecting Australia’s Newest Infrastructure Investment Platform
Business Overview Infratil Limited is a New Zealand–based global infrastructure investment company with a diversified portfolio spanning digital infrastructure, renewable…

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