data centres

One AI data centre demands more lithium than a blue whale weighs and that is before humanoid robots enter the picture.

Despite the disruption AI is creating across stock markets, one thing is clear – AI-driven investment spending continues to grow.

From aerospace supply chains to AI bottlenecks, Nicky Sun outlines where structural growth meets valuation discipline.

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.

Last week, Bloomberg broke the biggest IPO news in years. Our US team has already picked a backdoor play to SpaceX you'll want to see

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

A valuation dip is a window of opportunity to jump on three genuine AI stock winners on the ASX, according to this broker.

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.