Newsletter

AI Stocks

Nvidia (NASDAQ:NVDA) Record US$81bn Revenue, But Has the AI Trade Peaked?

Delivers 85% Growth, But the Market Still Shrugs Is Nvidia now priced for perfection? Each quarter, we cover Nvidia because it has become the foundation of the AI trade. It is the company investors look to for the clearest read on where AI demand, data centre spending and semiconductor growth are heading. Nvidia is not…

ByCharlie YouldenMay 21, 2026

AI bubble under pressure as rising bond yields hit tech stocks

Is the Bond Market About to Pop the AI Bubble?

Bond Yields Are the Real Threat to the AI Boom For two years, artificial intelligence has been the engine of global markets. Chipmakers, data-centre operators and anything with an "AI" label have driven indices to record after record. But over the past week, the mood has shifted. The cause isn't a problem with AI itself.…

ByUjjwal MaheshwariMay 21, 2026

DorsaVi (ASX:DVL) Just Cleared the ReRAM Hurdle Investors Were Waiting For

DorsaVi (ASX:DVL) has cleared one of the biggest technical hurdles facing its 22nm ReRAM program to date. The company has developed three different recipes for its ReRAM memory cells, known in the semiconductor industry as memory stacks. All three have now passed the tests required for integration inside a standard commercial manufacturing process. For investors,…

ByCharlie YouldenMay 20, 2026

How To Get Around the CGT Changes on ETFs? Its Hard, But This Could Be The Best Idea

It has been nearly a week that we've had time to digest the CGT Changes on ETFs. Yes, you read correct: after months of thought that any CGT changes could be only on real estate, it is being extended to all asset classes. There has been a lot of hysteria about the changes. We don't use…

ByNick SundichMay 19, 2026

NVIDIA (NASDAQ: NVDA) Reports Wednesday: 5 ASX Stocks That Will Move on the Result

NVIDIA (NASDAQ: NVDA) reports its latest quarterly numbers after the US market closes on Wednesday, 20 May, which is Thursday morning here in Australia. The world's most-watched chip company sells the powerful GPUs that companies like Microsoft, Amazon and Google use to run their artificial intelligence systems. Last quarter, NVIDIA's data centre business alone brought…

ByUjjwal MaheshwariMay 19, 2026

Cerebras systems (NSDQ:CBRS) Dont buy this IPO just yet

AI chip hype, OpenAI backlog risk and IPO supply pressure collide When Cerebras systems went public last week, we noted that it was one of the largest tech IPOs in recent memory. The stock priced at US$185 per share before opening at US$350, which tells you how intense the demand was from day one. This was…

ByCharlie YouldenMay 18, 2026

Xero investors think AI is threatening the company, but Xero’s FY26 results say otherwise!

Xero investors have been pondering their company's FY26 result this morning, a result at an interesting moment for the company. For much of the past year, Xero has been forced to counter a persistent narrative that generative AI will make accounting platforms (including itself) obsolete. Xero has not been in denial about AI, but has…

ByNick SundichMay 15, 2026

Cerebras Systems (NSDQ:CBRS): One of the biggest tech IPOs ever debuts at $350 with a OpenAI $20b deal to boot!

Cerebras Systems (NASDAQ:CBRS) surged on debut after pricing at $185, opening at $350 and landing a major OpenAI AI infrastructure deal.

ByCharlie YouldenMay 15, 2026

Megaport (ASX:MP1) up 27% A$254m of AI contracts and Latitude.sh starts paying

Megaport (ASX:MP1) has secured A$254m of AI compute, network and storage contracts through Latitude.sh, adding A$90.6m of ARR with a two-year payback.

ByCharlie YouldenMay 14, 2026

Michael Burry Thinks The AI Boom Is Another Dot Com Bubble And Investors Are Sleepwalking To Disaster

Earlier this week, famous investor Michael Burry declared that the US equity market had "jumped the shark," drawing explicit parallels to the final stages of the 1999–2000 dot-com bubble. His warning is consistent with several objective valuation and sentiment indicators that suggest stretched multiples and deteriorating consumer fundamentals. Whether or not a crash is imminent, his…

ByNick SundichMay 13, 2026

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AI Stocks

Nvidia (NASDAQ:NVDA) Record US$81bn Revenue, But Has the AI Trade Peaked?

Is the Bond Market About to Pop the AI Bubble?

DorsaVi (ASX:DVL) Just Cleared the ReRAM Hurdle Investors Were Waiting For

How To Get Around the CGT Changes on ETFs? Its Hard, But This Could Be The Best Idea

NVIDIA (NASDAQ: NVDA) Reports Wednesday: 5 ASX Stocks That Will Move on the Result

Cerebras systems (NSDQ:CBRS) Dont buy this IPO just yet

Xero investors think AI is threatening the company, but Xero’s FY26 results say otherwise!

Cerebras Systems (NSDQ:CBRS): One of the biggest tech IPOs ever debuts at $350 with a OpenAI $20b deal to boot!

Megaport (ASX:MP1) up 27% A$254m of AI contracts and Latitude.sh starts paying

Michael Burry Thinks The AI Boom Is Another Dot Com Bubble And Investors Are Sleepwalking To Disaster

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2020, the Golden Year

Market trouble spots to avoid in 2020

AI Stocks

Stocks in Spotlight

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