Information Technology
An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging a strong comeback in 2026,…
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Further Analysis & Commentary
DroneShields Revenue Surges, but Pipeline Concerns Test Investor Confidence
DroneShield has delivered what, on the surface, looks like a blockbuster result. Revenue at the defence technology company nearly quadrupled…
AI Spending in 2026: Growth Engine or the Next Macro Fault Line?
AI remains the single most important investment theme shaping global markets in 2026. But the conversation has shifted. The question…
Hedge Funds Surge as CBA Short and Metals Rally Drive November’s Big Winners
Australia's hedge funds just delivered one of their strongest months of the year, riding the sharp sell-off in technology stocks,…
ASX Outlook: Cautious Trading as RBA Turns Hawkish and Fed Cuts Again
The Australian share market tread water this week as investors balanced conflicting signals from local and global monetary policy, with…
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