stock-spotlight

stock-spotlight

Stock Spotlight: NVDA — The AI Chip King at the Centre of the US-China Tech War

Jensen Huang flew to Beijing on Air Force One. H200 chip shipments to China haven't happened yet but the market is betting they're imminent. Here's the full picture on the world's most important AI company.

stock-spotlight

Stock Spotlight: AMZN — The Tariff Truce’s Quiet Beneficiary

This time last year AMZN didn't make the tariff truce headlines. Apple and Nvidia did. That's the opportunity. Here's why Amazon may be the biggest structural winner from US–China de-escalation — across three business lines at once.

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PLTR Deep Dive: Is Palantir the Most Misunderstood AI Stock on the ASX Investor’s Radar?

Everyone's heard of Palantir. Few can explain what it actually does. We cut through the noise — two business segments, the AIP platform, the bull and bear case, and what buying Palantir looks like in AUD from Australia via Stake.