Information Technology
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
Wall Street Is Finally Questioning the AI Spending Arms Race
For the better part of three years, there has been one rule in AI investing: Spend more. Investors largely rewarded…
WiseTech Shares: Priced Like an Average Software Stock. Isn’t One
Rating SPECULATIVE BUY Price (9 Jul 2026) A$34.58 Consensus target ~A$71 (wide range) Implied upside (consensus) ~105% Consensus (15 analysts)…
Main Capital Partners Closes Record €5.25bn Software Fundraise in Under Six Months
Main Capital Partners has completed one of the largest and fastest fundraising campaigns ever seen in European software private equity,…
General Intuition Raises $320M Series A at a $2.3B Valuation
A Landmark Moment for Gameplay‑Trained AI General Intuition has secured one of the largest Series A funding rounds seen in…

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