Is AI a bubble? Goldman Sachs issues reality check for investors
Tech giants set to invest over $1 trillion in AI infrastructure Experts express skepticism about AI’s cost-effectiveness Despite differing views, Goldman Sachs analysts remain optimistic [more…]
Power Up: Green hydrogen’s loss is domestic renewable power’s gain
Fortescue’s goal of producing 15Mtpa green hydrogen by 2030 is off the table Company still committed to achieving real net zero emissions by that time [more…]
Here are the sectors poised to gain from September’s potential Fed rate cuts and the “Trump Trade”
US small-cap stocks are outshining large caps Investors are favouring small caps amid expectations of an imminent Fed rate cut The “Trump Trade” is also [more…]
Beyond Resources Part 2: ASX companies driving WA’s medical and life sciences sector
Western Australia wanting to diversity beyond resources and become a global leader in health and medical life sciences Cook Government to invest $16m into driving [more…]
Stockhead’s Great Big Aussie Gas Digest Part 2: West Coast
Shackled by red tape, devalued by the market’s embrace of ESG and hobbled during the pandemic, a few years ago you would have been forgiven [more…]
Rise and Shine: Everything you need to know before the ASX opens
Good morning everyone, and welcome to 19 July, 2024 – an important date for a couple of groovy reasons. For starters, it was on [more…]
Monsters of Rock: Markets whimper on FMG news, gold reports and Rick Rule
Fortescue shares down after job chopping restructure and hydrogen concerns Evolution and Genesis launch gold reports Silver Mines nabs $30mn funding deal with mining bigwigs [more…]
Closing Bell: Australia’s tiny tech sector lost 3.4pc today, there may be nothing left tomorrow
ASX 200 ends 0.3pc down All sectors did badly. Okay. Maybe not Utilities Small caps led by Dusk Group and some diggers, but little ones [more…]
CUF scales operations in emerging West Arunta niobium province
CUF acquires E80/6052, 13km east of existing tenure Review of 3D inversion modelling magnetic data has identified two prospective targets Land Access agreement negotiations are [more…]
White Cliff Minerals finds more IOCG mineralisation at Great Bear Lake
White Cliff Minerals fieldwork visually identifies four large IOCG hydrothermal systems at Great Bear Lake Groundwork at Spud Bay (north) identifies widespread copper mineralisation along [more…]