AI Melbourne Cup Picks 2025 – MPC Markets
AI Melbourne Cup Picks 2025 – MPC Markets
Education
Understanding Training, Inference Chips and the Competitive Landscape
For investors navigating the AI hardware landscape, distinguishing between training chips and inference chips is crucial. This guide breaks down their key differences, explores practical uses across industries, highlights leading players like NVIDIA’s market dominance and emerging challengers such as Qualcomm, and explains why standard CPUs and RAM fall short for handling large language models—equipping you to spot investment opportunities in this evolving sector.
Be Alert, But Not Alarmed: Cracks Showing in Credit Markets
With so much happening in AI, precious metals, geopolitics & US politics, it’s easy to get caught up in the day-to-day noise. But one thing that is very important to monitor is the subtle yet significant shift is emerging in credit markets that’s worth keeping on your radar.
The Scramble for Critical Minerals: A Boom for ASX Investors?
In the high-stakes world of global commodities, a new scramble is underway—one that could redefine supply chains and spark massive investment opportunities
Is the First Brands Collapse a Warning Sign?
In early October 2025, the private credit sector was rocked by the sudden collapse of First Brands Group, a major US auto parts supplier. With over $11 billion in declared liabilities and allegations of $2.3 billion in hidden debts through opaque off-balance-sheet arrangements like receivables factoring and inventory reverse-factoring, the bankruptcy sent shockwaves through financial markets.
The Security Supercycle – certainties in an uncertain world
The world is changing fast, and nations are racing to protect themselves.
The US Govt is going Nuclear for AI
In a seismic shift for the energy sector, last night’s announcements from the U.S. Department of Energy (DOE) and international diplomacy have ignited a firestorm of optimism around nuclear power
Think Gold & Silver’s Run is Over? Not a Chance!
Valuation metrics are flashing RED as seasonal weakness looms
Why Hyperscaling AI is the Next Big Investment Wave
AI isn’t just the MAG7 companies; AI will reshape global infrastructure, resources, and the digital economy
Is the Stall in Tech a Warning?
The Megacaps and tech stocks stalled this week as investors questioned AI valuations, is this the start of a broader pullback?