In this video insight, I question whether the trillions being poured into artificial intelligence (AI) infrastructure can ever be justified. By 2028, the industry’s hardware and data centre spend ...
On Martin Place in Sydney’s CBD, the viral song blasted from a local’s speaker, its hooks – “bees in the trap, bee, bees in the trap” and “what’s going on” – perfectly juxtaposed with the real bees ...
In this week’s video insight, I highlight the folly of buying physical gold amid the recent surge in prices. When people were lining up at Sydney’s bullion stores paying nearly $225,000 per kilo, it ...
Today on Ausbiz I joined Sue Lannin to discuss the striking similarities between the 2011 iron ore boom and today’s ...
Yesterday I joined Jess Maguire on ABC’s Statewide Drive to discuss the sharp fall in Meta’s share price after it revealed ...
October 2025 will go down as an extraordinary month for investors. NVIDIA, which has put on 55 per cent in the first ten ...
I joined Paul Turton on ABC Newcastle Mornings yesterday to discuss how markets remain strong but expensive, with investors ...
In U.S. trading overnight, Nvidia achieved a market capitalisation of US$5 trillion, after which Microsoft, Meta Platforms ...
Fourteen years ago, in 2011, a commodity boom in iron ore saw BHP’s share price hit $40 for the first time. It was the 8th of April 2011. There was great excitement, surrounding Australia being the ...
Earlier this month, Nvidia – the company at the heart of the artificial intelligence (AI) boom – announced it had agreed to invest up to US$100 billion in OpenAI to help the Large Language Model (LLM) ...