Information Technology
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…
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Further Analysis & Commentary
Nvidia AI Outlook: Can the Chip Giant Sustain Its Dominance?
Nvidia remains at the centre of the artificial intelligence boom, but markets are beginning to question how much further the…
Google Just Issued a 100-Year bond to Fund Next Phase of AI Growth
In a highly unusual move for the corporate debt market, Alphabet, Google's parent company, came to market in February with…
Fund Managers Reveal Top Stock Picks Amid Market Volatility and AI
Global markets have entered a period of heightened uncertainty. Escalating tensions in the Middle East have triggered sharp swings in…
Macquarie Technology Secures $200M Government Investment as AI Data Centre Demand Surges
Australia’s push to strengthen domestic digital infrastructure has received a significant boost, with the federal government committing $200 million to…
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