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SpaceX IPO: The IPO That Changes Everything
SpaceX's public debut is more than just the largest IPO in history. It may determine whether a new generation of trillion-dollar technology companies follows.
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Further Analysis & Commentary
AI Data Centre Demand Drives Higher Laptop and Smartphone Prices at JB Hi-Fi
JB Hi-Fi has delivered a solid half-year result, but its latest update carried a warning that reaches well beyond retail.…
Potential Rio Tinto and Glencore merger falls through for the third time
According to recent news, Rio Tinto and Glencore walked away from their renewed $260 billion merger talks at the end…
Glencore’s Acquisition Raises Stakes for a Rio Tinto Mega Merger
A pivotal fortnight for global mining Glencore’s latest acquisition, widely reported as a targeted move into copper or battery minerals,…
Netflix & Warner Brothers Deal Faces Antitrust Implications?
In early 2026, Warner Brothers Discovery's (WBD) board unanimously accepted the bid from Netflix. Netflix sweetened the pot to purchase…
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Monthly Investor Memo
Delivered Monthly - 2026