Wall Street on Thursday experienced a stunning reversal in sentiment. Impressive results from the company spearheading the ...

National Australia Bank (ASX: NAB) delivered its full-year 2025 (FY25) results on 6 November, posting cash earnings of $7.091 ...

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 intelligence (AI) boom. I argued that while AI is a powerful General Purpose ...

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

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 ...

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

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 ...