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AI Spending in 2026: Growth Engine or the Next Macro Fault Line?
When investment scale starts to matter more than innovation itself
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Further Analysis & Commentary
Market’s Update: Gold Rallies, Tech Slips
The ASX traded flat on Wednesday afternoon, caught between a more hawkish stance from the Reserve Bank of Australia and…
OpenAI Code Red: Banks, Big Tech and the Fight for Australia’s AI Future
OpenAI's Australian launch should have been a victory lap. Instead, Sam Altman called a "code red," warning staff that the…
China-Australia Trade Shift Accelerates as Trump’s Tariffs Rewrite Global Markets
China's trade surplus just pushed beyond US$1 trillion for the first time, and the ripple effects are landing squarely in…
Life360 (ASX: 360) Investment Analysis
A Scalable Consumer Platform Positioned for Global Growth Life360 has become one of the most compelling consumer technology stories on…
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Monthly Investor Memo
September 2025