I joined Angus Randall and Julia Bergin from ABC The world to discuss why, despite artificial intelligence’s (AI’s) enormous ...
In this final part of my two-part series on General Purpose Technology (GPT) booms, I explain how these cycles typically end. History shows that even world-changing technologies – from cars to ...
Wall Street on Thursday experienced a stunning reversal in sentiment. Impressive results from the company spearheading the ...
National Australia Bank (ASX: NAB) delivered its full-year 2025 (FY25) results on 6 November, posting cash earnings of $7.091 ...
NVIDIA delivered another blowout quarter (Q3 2025 – ended 26 October, 2025 – released 19 November, 2025), significantly ...
I joined Phil Clark on Nightlife to explain why the market’s sharp fall may reflect growing doubts about the artificial intelligence (AI) boom. I argued that while AI is a powerful General Purpose ...
Stepping back, and as I have written many times before, the AI trade’s sustainability hinges on real-world monetisation. The ...
On Monday the S&P/ASX 200 tumbled two per cent, led by a sell-off in tech stocks. It’s now down about seven per cent over the past month. Concerns about the end of the interest rate cycle in Australia ...
Moreover, depreciation is a non-cash charge, so while lower annual depreciation charges might boost profits, those profits ...