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
Nickel’s Rally Exposes the Fragile Future of Australia’s Producers
Nickel's sudden jump to a 15 month-high has injected a rare dose of optimism into a market that has spent…
ASX Financials Lag as Bank Stocks Slide — What’s Driving the Pullback?
Financials sector is dragging down the ASX, with the big four under pressure. (Bianca De Marchi/AAP PHOTOS) The ASX dipped…
Australian Housing Market Breaks Free From Rate Logic as Prices Surge Again
The Australian housing market is entering 2026 with strong momentum despite a year of interest rate cuts that were supposed…
Papua LNG Costs Put Santos at a Crossroads
Santos is approaching a defining moment. the long-delayed Papua LNG project, now carrying a significantly inflated price tag, is edging…
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