AI and semiconductor stocks came under pressure in the US market overnight, with major names such as Micron falling 13% following its Q3 result.
It appears investors are now beginning…
The Most Expensive Group Project in History
Are we currently witnessing the beginning of the end of the AI boom? Let's start with a number so large it loses all…
KEY POINTS
There's no pure-play humanoid robot maker on the ASX. The big builders (Nvidia, Tesla, Unitree) are all overseas.
The easiest ASX way in is a robot…
AI chip stocks are back in the spotlight this week, and for good reason. COMPUTEX 2026, one of the world's biggest technology shows, is underway in Taipei, with Nvidia (NASDAQ:…
ASX Stocks Riding the AI Infrastructure Boom
NVIDIA (NASDAQ: NVDA) is the company that makes the powerful computer chips behind almost every AI tool in the world. This week, it…
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…
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…
Nvidia’s US$1T Goal Just Raised the Stakes for Inference
Nvidia CEO Jensen Huang has just held the company’s biggest annual conference, GTC, and announced a major new product aimed at…
Rubin Targets 10x Cheaper Inference, That’s the Real Story
Nvidia delivered an exceptional quarter and a standout full-year result, which is exactly what you would expect from the biggest company…
NVDA Re-enters China Under New Rules
President Trump has announced that the US will allow Nvidia to export its H200 chips to approved customers in China, signalling a possible softening…