Why The AI Boom Is Worse Than The Dot-Com
The technology may be revolutionary. The investment case is far less certain.
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Further Analysis & Commentary
Netflix revises Warner Brothers offer to an all-cash deal.
Netflix has raised the stakes by converting its proposed $82.7 billion stock‑and‑cash acquisition of Warner Bros. Discovery (WBD) into an…
DroneShields Revenue Surges, but Pipeline Concerns Test Investor Confidence
DroneShield has delivered what, on the surface, looks like a blockbuster result. Revenue at the defence technology company nearly quadrupled…
Gold at US$5000: A Confidence Shock, Not a Speculative Frenzy
Gold breaking through US$5000 an ounce is not just a milestone for commodities traders. It is a signal that something…
Nestle selling €5bn water division; Rothschild to run the sale
Nestlé SA is moving ahead with plans to sell a stake in its €5 billion ($5.8 billion) water division, which includes well‑known…
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