AI

This year has already delivered more than its fair share of market episodes and once-in-a-decade events.

The picks and shovels approach to AI investing means the market heavily favours data centre plays like NextDC.

A lack of ROI and diminishing returns make it a question of when, not if.

Kicking the tyres of GPT-5 show its marketing team has been having a whale of a time. What does this mean for AI workers in the near term?

Agentic AI is the next frontier in enterprise automation—and ServiceNow is right at the centre of it

The Mag Seven make up nearly 35% of the S&P 500, but Ellerston’s Nick Markiewicz says the next AI winners won’t be the names everyone knows.

Another DeepSeek moment raises questions about Microsoft and OpenAI's Strategy and offers us new opportunities for investment up the stack

While we are focused on US Tech stocks, US Tech stocks are focused on our key resources they need to build their AI Kingdoms.

Broadcom behaves more like a private equity firm than tech company as such, leading to comparison between Jack Welch's GE of the 1990s.

Key Points: AI adoption is accelerating and for good reason, it has gotten a lot better over the past two years. We think prospects for further improvements are...