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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
ASX Metals Rally: Copper and Gold Carry The Index as Tech Slips
ASX metals rally outlook: The S&P/ASX 200 pushed to a fresh intraday high near 9020 before easing to a modest…
The Next Australian Unicorn? Inside a High-Growth AI Startup Securing Series A Funding
Firmus Technologies, an Australian-founded AI infrastructure company, has recently secured $330 million in a Series A funding round, propelling its…
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Monthly Investor Memo
September 2025