Why Stocks Rallied After The US Lost Jobs
America's labour market just delivered a major warning sign. Wall Street responded by sending stocks to record highs as investors bet weaker employment could keep…
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Further Analysis & Commentary
Big Tech Is No Longer One Trade
For much of the past few years, investing in Big Tech has been remarkably straightforward. AI became the market's dominant…
Wall Street Is Finally Questioning the AI Spending Arms Race
For the better part of three years, there has been one rule in AI investing: Spend more. Investors largely rewarded…
SoftBank’s $40 Billion Bridge Loan Signals the Growing Scale of AI Financing
Introduction The rapid expansion of generative artificial intelligence is transforming global capital markets, and SoftBank's recently syndicated $40 billion bridge…
ASX Mining Services Sector Analysis
The sector investors are starting to view differently The ASX mining services sector sits at the centre of Australia’s resources…
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