Trends & Themes
Liontown Resources Sees Rising Chinese Demand as Lithium Prices Rebound
Supply disruptions from Africa and a recovering lithium market are placing Australian producers like Liontown in a stronger position.
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Further Analysis & Commentary
DroneShield’s Rise and Collapse Exposes the Fragility of Defence-Tech Hype
DroneShield's trajectory this year has been as dramatic as it has been instructive. The company surged into the ASX 200,…
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
Australian Black Friday Spending Nears Seven Billion as Retail, Consumer and AI Trends Shift
Record Black Friday Spend Expected Australian Black Friday spending is set to reach almost seven billion dollars this year, showing…
ASX Caught Between Nvidia Jitters and Rate Reality
The Australia market is stuck in a tug-of-war. Banks and speculative growth names under pressure as investors rethink how many…
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