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…

Peter Boyd
13 Min Read

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Further Analysis & Commentary

Lynas Share Price Just Missed the Rare Earths Rally

Rating ACCUMULATE Price (17 Jul 2026) A$15.89 Consensus target A$19.86 Implied upside ~25% Consensus (15 analysts) Buy Sector Materials /…

Passive Investing Broke Markets: Who Actually Sets Stock Prices?

Every week, countless workers automatically invest part of their paycheque into the stock market. Few analyse financial statements, forecast future…

The ASX Gold ETF Investors Bought as a War Hedge Isn’t Behaving Like One

Two tankers were hit by missiles in the Strait of Hormuz this month. Iran's shipping route was blockaded, unblockaded, then…

WiseTech Shares: Priced Like an Average Software Stock. Isn’t One

Rating SPECULATIVE BUY Price (9 Jul 2026) A$34.58 Consensus target ~A$71 (wide range) Implied upside (consensus) ~105% Consensus (15 analysts)…

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