Behind US$1.2 trillion in off-balance-sheet leases sit banks, bond funds and private credit. See exactly where the risk lands.

Behind the trillion-dollar build-out sit the same few balance sheets. Explore every stake, contract and chip deal on our map.

The cut takes about $7bn off the float, but the questions that matter – debt, delivery and day-one selling – are unchanged.

The labs say slow down, governments are intervening, and the money is still pouring in. Where does that leave AI investors?

The second-largest Australian float after Telstra is also a bet that five unbuilt sites arrive on time. Here's the case for caution.

Behind the sudden push to slow AI down are three reasons, a security scare, and a $100bn chip sell-off worth understanding.

A resources boom once let Australian shares outrun the US, but that window closed years ago and hasn't reopened.

Cash isn't wasted time – it's the position that lets you go hard the moment a low-risk, high-conviction setup finally appears.

Share prices used to take days to react to results. Now it happens in seconds – and the reason isn't as alarming as it looks.