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
DroneShields Revenue Surges, but Pipeline Concerns Test Investor Confidence
DroneShield has delivered what, on the surface, looks like a blockbuster result. Revenue at the defence technology company nearly quadrupled…
AI Spending in 2026: Growth Engine or the Next Macro Fault Line?
AI remains the single most important investment theme shaping global markets in 2026. But the conversation has shifted. The question…
Hedge Funds Surge as CBA Short and Metals Rally Drive November’s Big Winners
Australia's hedge funds just delivered one of their strongest months of the year, riding the sharp sell-off in technology stocks,…
ASX Outlook: Cautious Trading as RBA Turns Hawkish and Fed Cuts Again
The Australian share market tread water this week as investors balanced conflicting signals from local and global monetary policy, with…
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