AI confidence is wobbling, and Nvidia's numbers could decide whether the mood stabilises or slips further into risk-off.

There's a story unfolding in credit, investor lending and non-bank financing – and it matters for every Australian homeowner.

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

There's a simple way to cut through uncertainty in the share market – and it starts with knowing your conviction level.

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.

MT20 uses a set of investing principles inspired by Ray Dalio, including one that helps block out unhelpful market noise.

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.