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
The overlooked AI trade is the one that actually plugs it into the wall
The most interesting AI trade in 2026 may be the one investors are still treating like an old-economy footnote. That…
BlackRock vs. Blackstone: Same Size, Different Economics
At first glance, BlackRock and Blackstone seem almost indistinguishable. Their names are frequently mixed up, their visual branding carries a…
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…
ASX Stocks in Focus: 5 names that fit the market’s shift into heavier assets
The latest ASX Stocks in Focus list starts with a market that has become less forgiving. That is the defining…
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