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
JB Hi-Fi Shares Fell 12% on a Number That Flatters the Business
Rating REDUCE Price (17 Aug 2026) A$71.65 Our base case A$57.30 Implied downside ~20% Broker notes (17 Aug 26) 2…
Why Stocks Rallied After The US Lost Jobs
The United States just lost jobs. Wall Street celebrated. Friday's jobs report saw the economy unexpectedly lose 23,000 jobs in…
Reformation IPO: $1 Billion Test
Fashion has never been short of companies capable of capturing attention. Turning that attention into a durable public company has…
The Hidden Cost of the AI Boom
AI is not just transforming technology. It is transforming corporate finance. Over the past two years, the world's largest technology…
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