Is AI a bubble or just the beginning? Laffont's latest analysis sheds light on the forces shaping the next major tech cycle.

After years of outperformance, CBA's 6.6% slide has investors questioning whether the banks can still justify their premiums.

Analysts keep calling time on the iron ore boom, but the numbers tell a different story. The Pilbara is still paying the bills.

The AI revolution has a hidden cost – energy. From data centres to uranium and lithium, the power race is just beginning.

Not every stock looks overvalued, but the ones carrying the market higher might finally be running out of momentum.

Some say timing the market doesn't matter, but Marcus argues that knowing when to step aside is part of the game.

Investors are rotating into defensives as Big Tech faces its biggest test yet – a week that could make or break the rally.

In this Sharesight piece, discover five red flags every investor should know – and how to recognise them before it's too late.

Crashes don't come with a headline. They start quietly, when one fund begins to sell and the herd realises it's time to run.