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
What is happening to PayPal?
PayPal has been on the hot list of the Wall Street Journal for the past several months. Their story is…
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,…
ASX Outlook: Is Hub24 an Overvalued Stock?
Business Summary HUB24 Limited is an Australian provider of integrated platform, technology, and data services to the financial services industry.…
Glencore’s Acquisition Raises Stakes for a Rio Tinto Mega Merger
A pivotal fortnight for global mining Glencore’s latest acquisition, widely reported as a targeted move into copper or battery minerals,…
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