AI

A rare ASX exposure to memory, AI capex and US reshoring – and all three are working right now.

Data centre delays raise bubble fears, but real physical constraints and strong hyperscaler cash flows signal the AI boom isn't over.

"Australia has missed the AI boom"

OpenAI’s Sarah Friar wants to price for value. The market may only let her price for cost.

For years a few megacaps drove the market. In 2026 small caps are winning in every sector, and big tech's own spending is funding it

The AI debate has focused on models and chips. The next phase may belong to the companies that deploy intelligence across entire ecosystems.

Ben Griffiths says equities remain in an uptrend, but the SpaceX frenzy and AI capex boom carry warning signs worth watching closely.

High concentration, hyperscaler capex and the quest for profit has put AI in bubble territory. That doesn’t mean you should sell out.

How to respondAcross my articles and media commentaries, I have emphasised that preparing for an artificial intelligence (AI) re-pricing is not about timing a top or...

The primary financial engine behind the AI buildout is suffering a severe cash bleed.