Nvidia’s $78bn outlook marks the end of AI’s ‘easy phase’ … not its growth

Nvidia’s latest revenue target underlines the strength of AI demand, but the market’s muted response signals a shift: the next phase will favour disciplined execution over hype.

Rise and Shine: Everything you need to know before the ASX opens

Good morning everyone and welcome to Rise and Shine on Friday, February 27, 2026. Here’s what you should know before the ASX opens today.

Biocurious: Healthcare leaders given the cold shoulder in a lovelorn reporting season

Investors showed little affection for our healthcare heavyweights in February, cooling even on solid results. Maybe cheaper prices can reignite the passion?

Nova is aiming to build one of the ASX’s biggest gold projects AND win America’s antimony race

With antimony production on the cards this year and one of the ASX’s biggest gold projects, Alaska-based Nova Minerals is eyeing a rerate.

These ASX resources stocks are aiming to hit FID in 2026

Reaching a final investment decision signals a developer is evolving into a producer – these companies are heading there in 2026.

WA gold juniors eyeing the big leagues as high prices promise rivers of cash