Written by Mark Garro
Written by Mark Garro
CoreWeave just reignited the AI trade — can the NAS100 rally survive the spending backlash?CoreWeave has reignited investor interest in AI stocks, but rising infrastructure costs and mounting spending concerns could threaten the NAS100 rally. Explore the key market catalysts, potential risks and what Australian traders should watch next.
CoreWeave has reignited investor interest in AI stocks, but rising infrastructure costs and mounting spending concerns could threaten the NAS100 rally. Explore the key market catalysts, potential risks and what Australian traders should watch next.
Big Tech is losing momentum — is the US30 becoming the better way to trade US stocks?Big Tech stocks are losing momentum as investors rethink high valuations and AI spending. Could the US30 offer broader exposure to the US stock market? Explore the key market drivers, potential opportunities and risks Australian traders should watch.
Big Tech stocks are losing momentum as investors rethink high valuations and AI spending. Could the US30 offer broader exposure to the US stock market? Explore the key market drivers, potential opportunities and risks Australian traders should watch.
Brent and WTI oil prices are falling, but UKOIL and USOIL face different market drivers. Discover key price factors, trading opportunities and the outlook for Australian CFD traders.
Weekly Market Wrap: Big Tech’s AI bill is mounting — and global stocks are feeling itBig Tech’s soaring AI spending is raising concerns over valuations, profitability and future returns, putting pressure on global stock markets. Explore this week’s key market moves, investor sentiment and what Australian traders should watch next.
Big Tech’s soaring AI spending is raising concerns over valuations, profitability and future returns, putting pressure on global stock markets. Explore this week’s key market moves, investor sentiment and what Australian traders should watch next.
Japan’s Nikkei is falling while most stocks are rising — is the AI trade hiding a rotation underneath?Japan’s Nikkei is falling even as broader stock markets advance. Is the AI trade driving a shift in market leadership? Explore the forces behind Japan’s market divergence, emerging sector rotation trends and what Australian investors should watch next.
Japan’s Nikkei is falling even as broader stock markets advance. Is the AI trade driving a shift in market leadership? Explore the forces behind Japan’s market divergence, emerging sector rotation trends and what Australian investors should watch next.