Industrials & Infrastructure

The Hidden Cost of the AI Boom

Artificial intelligence is fuelling one of the largest investment booms in history. Beyond the debt visible on company balance sheets lies a vast network of…

Peter Boyd
12 Min Read

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Further Analysis & Commentary

Lithium Just Woke Up Again, And the Market Wasn’t Ready for It

A surge in energy-storage demand, a bold Ganfeng forecast and a brutal short squeeze are reshaping the lithium trade Lithium…

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…

RBA Boxed In Recovery: What Hauser’s Stronger-Start Message Means for Markets

The RBA says this easing cycle began from the tightest starting point in at least 45 years, demand already brushing…

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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