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
NOVONIX Share Price Fell 25% the Same Week It Cleared Its Biggest Hurdle
Days after NOVONIX delivered the most important sample in its history, NOVONIX share price fell about 25 percent. The company…
ASX Stocks in Focus: The Hawkish Fed Is Sorting Winners from Losers
A tiny fund froze last week, and it told you more about this market than the ASX 200 did. The…
Private Equity Masterclass: Bain Capital’s 20× Bet on Kioxia
In private equity, investments that generate 10× or 20× returns are the exception rather than the rule. Bain Capital’s stake…
DHHF ETF Owns 8,000 Stocks. A Third of Your Money Sits in Australia
One ticker, around 8,000 companies, more than 60 exchanges. The DHHF ETF is pitched as the entire world bought in…
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