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
ASX Stocks in Focus: Real Assets, AI and Selective Defensives
Markets in early 2026 are not moving in one direction. They are splitting. On one side, hard assets such as…
AI Data Centre Demand Drives Higher Laptop and Smartphone Prices at JB Hi-Fi
JB Hi-Fi has delivered a solid half-year result, but its latest update carried a warning that reaches well beyond retail.…
ASX Tech Sector Analysis 2026: Valuation Reset, Pressure Points and the Path Forward
Australia’s listed technology sector endured a bruising 2025 and a volatile start to 2026. High quality names such as Xero,…
Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
Gold ripping through US$5,000/oz looks like a pure “fear trade” on the surface. But the more interesting angle is what’s…
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