NVIDIA delivered another blowout quarter (Q3 2025 – ended 26 October, 2025 – released 19 November, 2025), significantly ...

I joined Phil Clark on Nightlife to explain why the market’s sharp fall may reflect growing doubts about the artificial ...

Stepping back, and as I have written many times before, the AI trade’s sustainability hinges on real-world monetisation. The ...

Moreover, depreciation is a non-cash charge, so while lower annual depreciation charges might boost profits, those profits ...

On Monday the S&P/ASX 200 tumbled two per cent, led by a sell-off in tech stocks. It’s now down about seven per cent over the past month. Concerns about the end of the interest rate cycle in Australia ...

In this blog post, I (finally) take the focus off the artificial intelligence (AI) boom/bubble. Instead, I want to look at ...

In this week’s video insight, I look at the dynamics behind major technology booms – from steam trains and commercial flight ...

This week, The Wall Street Journal (WSJ) lifted the lid on the internal financial projections of OpenAI and Anthropic – the ...

Investors must understand that correctly predicting artificial intelligence (AI) technology will change the course of ...