AI

The infrastructure investing universe has expanded. EQT’s Sam Franklin on AI, energy and Australia’s standout infrastructure opportunity.

Forager's Gareth Brown explains how the team sorted AI's software winners from losers, where he's finding value, and a call that went wrong.

Why lithium miners such as PLS, Liontown, and Vulcan Energy presently fit our contrarian investment approach.

Plenty of headwinds and strong demand from investors means Asia and APAC is in a great position.

Technological prowess does not automatically guarantee shareholder success

Labor has made the right call in its proposed suburban data centre ban.

Charles Story on why CSL’s valuation looks interesting again, the NEXTDC lesson, and why staying humble is an investor’s best edge.

The trends and stories to watch in this fast-moving world.

Outpacing the earlier take-up of the internet, US business adoption of AI is booming, propelled by rapidly falling token prices.

The highly anticipated Anthropic IPO filing is here, so get your popcorn out and settle in for a wild read (and 100 pages on risk factors).