AI

NextDC's share price collapse has exposed an uncomfortable reality for AI investors. Henry Jennings explains why the worst may not be over.

Driven by agentic AI, memory demand is decoupling from past consumer cycles, leaving Samsung as a compelling and contrarian opportunity

Token usage for Chinese AI models is surging. JP Morgan says that doesn't mean the US models are losing but it does change the economics.

Despite AI concerns and elevated valuations, strong earnings and supportive economic conditions continue to favour global equities.

As billions pour into AI data centres, the real opportunity may not lie in who builds the most capacity, but who generates the best return.

As stocks hit new record highs and bond yields climb, we break down why markets are defying logic - and where to position your portfolio.

The aggregate spending from hyperscalers, which includes Microsoft, Alphabet, Amazon, Meta, and Oracle, has reached astronomical levels.

Why recent statements by the US administration point to the increased use of stock markets as a quasi lever of government policy.

ARK Invest founder Cathie Wood on why AI panic is misplaced, AI giants are heading public, and what a cure is really worth.

AI may not kill enterprise software. It could make systems of record more valuable as interfaces become personalised and agentic.