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
Anthropic is opening in Australia, but the real story is what it still has not committed to
Anthropic’s first major move in Australia is not a data centre announcement. It is a commercial appointment. That is the…
An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging…
How Sandisk has Surged Over 3000% in the Past Year
The Spin-Off That Changed Everything Until early 2025, SanDisk operated as a division of Western Digital, where its performance was…
Why data centres are becoming the ASX’s new growth engine
Summary This sector breakdown comes down to one market truth: the ASX is starting to reward output demand over input…
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