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This week on ABC Statewide Drive, I spoke about how artificial intelligence (AI) is reshaping sharemarkets, prompting investors to reassess which business models are likely to benefit and which may face disruption. Major technological shifts tend to ...

I joined Juliette Saly on Ausbiz to discuss how AI-generated content is becoming so hyper realistic that it is increasingly difficult to distinguish from reality. For investors, this pace of improvement highlights both the extraordinary power of the ...

It's a shot across the bow. In recent weeks, short, sharp sell-offs across the largest global artificial intelligence (AI) hyperscalers have woken investors from their technology and AI-inspired slumber. In just six trading sessions, Microsoft fell . ...

Recognising this isn't the first time I have expressed concern about the ultimate fate of humans in an artificial intelligence (AI) world, I pondered several AI-related questions over the weekend. The first is that if many, and maybe most, of us are ...

Another week, another artificial intelligence (AI) powered disruption. This time, two big announcements from China that may threaten the valuations of the big U.S. hardware-centric tech giants. The news First, the release of AI-produced hyper ...

For years, the financial markets operated under a "lower for longer" mantra that pushed investors further and further out on the risk curve. Starting with bonds, then equities, as a tidal wave of money pushed prices higher, investors were forced to . ...

In my first video insight for 2026, I explained that the era of easy investing is over. With valuations elevated, markets concentrated in a narrow group of stocks and volatility rising, I believe investors need to think more carefully about ...

It's been a chaotic morning for JB Hi-Fi (JBH) investors. If you've been watching the screens, you might have developed a mild case of whiplash. JB Hi-Fi shares opened over 5 per cent higher at around $80, fell to $72 (down 4 per cent), and have ...

Following the release of its Half-Year 2026 (HY26) results, the Australian Stock Exchange (ASX) finds itself at a crossroads, balancing record-breaking volumes with significant regulatory and management hurdles. Volumes and new models Despite the ...

The artificial intelligence (AI) industry is currently grappling with what some experts call a 'trillion-dollar math problem'. The numbers might not stack up because customers might simply lack the funds to spend on AI tools to allow hyperscalers to ...