This Month
Why Harvey Norman, JB Hi-Fi could be AI winners
Microsoft is making big bets on faster, more sophisticated computers. Harvey Norman, JB Hi-Fi and Officeworks could be unexpected beneficiaries.
- Jemima Whyte
- Analysis
- Israeli-Palestinian conflict
Defiant Israel shrugs off global wall of opposition
Benjamin Netanyahu faced a call for arrest warrants over Gaza and an order to halt a Rafah assault. But the diplomatic blows are unlikely to halt Israel’s charge.
- James Shotter
- Analysis
- UK election
‘Pick me, I’m duller’: the election pitch to win over UK voters
What Rishi Sunak and his opposite number, Labour’s Keir Starmer, will be selling over the next six weeks is the promise of sobriety and stability.
- Hans van Leeuwen
- Analysis
- China relations
More China ‘punishment’, but Taiwanese have seen it all before
In the streets of Taipei, people appeared sanguine as they went about their daily lives, as China conducted military drills.
- Updated
- Jessica Sier
- Analysis
- Government Observed
The real reason for spending $1b on PsiQuantum
Defence planners have long worried how vulnerable military information systems are to GPS being taken out by an adversary.
- Tom Burton
- Analysis
- AI
Nvidia’s share price is about to plummet, but it’s all part of the plan
Nvidia boss Jensen Huang knows this is his moment, and he’s capitalising on surging demand for his AI chips and his white-hot shares.
- Updated
- Paul Smith and James Thomson
- Analysis
- UK election
Drenched Sunak’s gamble to avoid electoral drowning
On the steps of Downing Street, a rain-soaked Sunak was drowned out by Tony Blair’s victory anthem. It was hard to see past these harbingers of imminent defeat.
- Updated
- Hans van Leeuwen
- Analysis
- Australian economy
Long-term growth is more vulnerable than it looks
The rise of anti-science movements pose the greatest economic threats since the industrial revolution, writes a former deputy RBA governor.
- Guy Debelle
- Analysis
- Israeli-Palestinian conflict
Why ICC arrest warrants are rare good news for Netanyahu
Israel’s prime minister, a renowned political phoenix, may have been given a political lifeline and a boost of public support, though this may be short-lived.
- Isabel Kershner
- Analysis
- World politics
What’s really behind the riots in New Caledonia?
New Caledonia, one of five island territories spanning the Indo-Pacific held by France, is central to Macron’s plan to increase French influence in the Pacific.
- Gabriel Stargardter
- Analysis
- Iran sanctions
How sanctions played havoc with Iran’s ageing helicopters
The US-made Bell 212 carrying the country’s president and foreign minister was almost 30 years old when it crashed into a mountainside.
- John Paul Rathbone, Sylvia Pfeifer and Philip Georgiadis
- Analysis
- Tax disputes
Lendlease tax whistleblower’s 12-year fight for vindication
Lendlease’s tax dispute could cost it at least $112m, but whistleblower Anthony Watson has lost his job, battled depression and is about to sell his family home.
- John Kehoe
Star suitor Hard Rock knows a thing or two about the mass market
If a deal proceeds, there’s every chance casinos in Sydney and Queensland will look very different. Just look at their guitar-shaped Florida palace.
- Primrose Riordan and Zoe Samios
- Analysis
- Israeli-Palestinian conflict
Why wily Netanyahu will escape new crisis
Two members of Israel’s war cabinet have warned the prime minister to change course on the war in Gaza, but he is unlikely to flinch.
- Ethan Bronner and Galit Altstein
- Analysis
- Mining
Inside Anglo American’s rushed break-up plan
Some of the most senior executives at Anglo American were caught off-guard by Duncan Wanblad’s spectacular break-up plan. Even the CEO himself.
- Updated
- Peter Ker
- Analysis
- Due diligence
ARN Media’s M&A record holds out for elusive win
After seven months, the dream of an ARN-Southern Cross combination fell apart. But if history is any guide, M&A has been a source of unease for ARN investors.
- Jemima Whyte
- Analysis
- Start-ups
Growing pains: Tougher times put VC on a collision course with media
From rumblings of a boycott to senior technology investors complaining, Australia’s start-up and media industries aren’t as close as they used to be.
- Nick Bonyhady
- Analysis
- AI
Google search is becoming Google answers. That is bad news for media
In a world where AI can browse the internet and paraphrase what it sees, users may find they never click on links again. That could be a big problem for publishers.
- Kevin Roose
- Analysis
- Federal budget
Chalmers and Dutton put their economic credibility on the line
Chalmers has made a big, bold gamble on inflation, while Dutton’s rhetoric is bigger than the reality on immigration.
- John Kehoe
- Analysis
- Critical minerals
China-US clean energy trade war could get dirty
History suggests Beijing will reply in kind and lift tariffs on a range of American exports, which will raise the stakes once again in their long-running tit-for-tat tussle.
- Jessica Sier
