AI

China orders tech giants to halt Nvidia’s China-only AI chip buys. Is this a speed bump or roadblock for Nvidia?

Despite its 40% daily surge, the company still looks cheap based on simple valuation metrics.

Sam Bankman-Fried bet big on the AI startup using customer funds. If this doesn't sum up the current frothiness, nothing does.

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