A US$2 billion deal for an AI agent was unwound by Beijing this week. The implications for global AI, capital flows and your portfolio are bigger than the price tag.
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Big Tech Just Broke the Tape
US stocks remain bulletproof while the ASX lags. Murray and Charlie look at a software bounce-back trade and run the ruler over a bunch of viewer-suggested stocks.
Indonesia Killed the Nickel Market. Now It’s Pulling the Strings
Indonesia flooded the nickel market, crushed its rivals, and closed its mines. Now it’s tightening supply to reap the rewards.
Winner of Iran War #4: Companies “doing nothing”
There are some unexpected winners on the ASX the could benefit from high oil prices. And part of that boils down to the fact they aren’t “doing anything” yet.
Manufactured outrage, false narratives and radicalisation: Unveiling the dark conspiracy network
Beyond Eric Swalwell and #MeToo, the Department of Justice indicted the Southern Poverty Law Centre for money laundering and wire fraud.
Remember: Oil>Gas>Uranium
UAE’s OPEC exit jolts oil, ASX gas is going on a tear, and just quietly, the Iran war sets up uranium as the market’s likely next big energy trade.
