data centres

Copper just hit US$6/lb for the first time. What's fueling the breakout and where investors can find exposure.

From AI-driven power demand to ageing grids, Sarah Shaw breaks down the forces reshaping infrastructure and stocks best placed to benefit.

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

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If you wouldn't touch bitcoin with a barge pole, former Macquarie banker and tech entrepreneur Dan Roberts has a message for you.

Goodman doubles down on data centres with a $4B equity raise. Michael Wayne unpacks the risks, rewards, and what it means for investors.

The fundamentals for uranium appear strong, growing demand from nuclear power and AI versus limited scope for production increases.

Investors dumped their tech stocks overnight, with Nvidia down a staggering ~US$500 billion in market cap. Are local tech names in trouble?

Trump's presidency is driving transformative trends, creating lucrative opportunities for key industries and forward-thinking investors.