amplia
Is the AI Boom a Bubble? The Case For and Against
Is the AI Boom a Bubble? Few questions in markets are more contested right now. Nvidia’s market capitalisation crossed US$5tn in October 2025 after quadrupling since 2023. The five major hyperscalers collectively plan to deploy roughly US$700bn in AI‑related capital expenditure in 2026 alone! Goldman Sachs projects US$7.6 trillion in AI infrastructure investment between 2026…
ASX Investors
Here’s How ASX Investors Should Prepare for CGT Changes And The Stocks That Could Become More Lucrative As a Result
For ASX investors, this 'tax time' is the most consequential in years. Australia’s capital gains tax regime is on the verge of its most consequential shift since the Howard government replaced cost‑base indexation with the 50% discount in 1999. As the Albanese government approaches the May 2026 budget under pressure on housing affordability, and with the…
chemist warehouse
Will Chemist Warehouse’s UK Expansion Plans Pay Off? Here’s What Pexa and Nick Scali’s Experiences Can Tell Us!
Sigma Healthcare's (ASX: SIG) announcement this week that Chemist Warehouse will enter the United Kingdom via a joint venture with London-based Greenlight Healthcare is the latest in a growing line of ASX companies betting that Britain offers the next great growth chapter. The question investors should be asking is whether that bet is well-placed — and…
ASX copper junior
This Promising ASX Copper Junior Might Have A Multi Billion Dollar Copper Mine in the Making
Alma Metals (ASX:ALM) is an ASX copper junior advancing one of the most intriguing copper development stories out there. Alma's Briggs project sits in central Queensland, 60km west of Gladstone, and already contains 2Mt of copper metal at a 0.15% cut‑off. That alone places it among Australia’s largest undeveloped copper systems. But the more important point…
RIU Sydney Resources Roundup
Attending the 2026 RIU Sydney Resources Roundup? Here’s How To Sort The Hype From Reality!
Today, this author will be walking into the 2026 RIU Sydney Resources Roundup (say hello if you see me, especially if you're coming across from Perth), and is expecting a pattern to unfold over the next 3 days. Every company will have a high-quality asset, every jurisdiction will be “Tier 1,” and every management team is…
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