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
ASX Stocks in Focus: The Hawkish Fed Is Sorting Winners from Losers
A tiny fund froze last week, and it told you more about this market than the ASX 200 did. The…
Blackstone Witnesses 3x Jump in AUM in Less Then a Decade
AUM Growth Over the past eight years, Blackstone has fundamentally reshaped its capital base. Total assets under management have expanded…
Private Equity Masterclass: Bain Capital’s 20× Bet on Kioxia
In private equity, investments that generate 10× or 20× returns are the exception rather than the rule. Bain Capital’s stake…
Monash IVF Shares Rose on a Profit Cut. That Tells You What the Market Stopped Caring About
Reaction (12 Jun 2026) +2.2% Price (17 Jun 2026) A$0.73 FY26 NPAT guide A$17–18m Market cap ~A$284m Rejected bids 80c…
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