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.
Investors are rotating into defensives as Big Tech faces its biggest test yet – a week that could make or break the rally.
Everyone’s talking about gold right now – but behind the headlines, it’s still a small, risky, unpredictable corner of the market.
We’ve seen it before – headlines drive hope, prices run ahead of reality, and the herd keeps dancing while the music plays.
Falling rates lower risk and drive money into equities. The Fed’s latest cut may have just set the stage for a new bull run.
From Nvidia to Oracle, deals are piling up fast. Add in falling interest rates, and the Big Tech story still has years to run.