Why lithium is becoming an AI infrastructure trade and an EV trade
TL;DR Summary Lithium is starting to trade on two demand engines at…
Xero’s U.S. Expansion: Positive Takeaways & Challenges
The Ambitious Push into the U.S Xero Limited entered the U.S. market…
Equities Uncovered Volume 2, Three ASX Small Caps Starting to Shift
This week’s group spans mining services, environmental solutions and emerging gold production,…
CSL’s 59% Drop: Understanding the Decline and the Road Ahead
A Deep Dive into Australia’s Healthcare Giant’s Recent Struggles From Market favourite…
Sharon AI makes a Half-Billion-Dollar Move
Sharon AI’s $487 million pre-IPO capital raising stands among the largest funding…
2026 Federal Budget, What It Means for Equities, Venture Capital, Property and Infrastructure Investors
Treasurer Jim Chalmers has pitched the 2026 Federal Budget as a package…
2026-27 Budget Winners and Losers: Who Gains and Who Pays?
Every budget creates winners and losers, and Treasurer Jim Chalmers’ 2026–27 Federal…
2026 Budget: Tax Cuts, Housing Reform, $31.5Bn Deficit
Treasurer Jim Chalmers has handed down a politically charged 2026–27 Federal Budget…
Markets are trapped between CPI and crude. What to watch next
The market has gone back to an old problem very quickly. For…
What We Know About Australia’s 2026 Federal Budget
The 2026-2027 budget is set to be one of the most reformative…
ASX Weekly Market Wrap
Markets Hold Ground Despite $50B Friday Selloff Australian markets closed the week…
Elon Musk’s Colossus Deal With Anthropic Could Reshape the AI Infrastructure Stack
Anthropic’s decision to take the full compute capacity of Colossus 1 is…