US EQUITY OVERSUPPLY: When the Public Buyers Become the Greater Fools
The US market is undergoing a rapid and significant shift from "de-equitization" to "re-equitization". Firms are foregoing buybacks and instead...
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AI BUBBLE: Usage and Profitability and China's Challenge!!
OpenAI CEO, Sam Altman has concluded that costs to his customers have become a huge issue, and he is considering "drastically" cutting prices. Just...
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Forsyth Barr Technology Digest Edition 16—Muse-ing on Markets
The September 2026 quarter was mixed for NZX-listed technology. On balance, the NZX IT Index finished the quarter broadly flat. We remain...
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In Focus: Equity & Credit Update on AI CapEx
Companies, especially hyperscalers, are expected to increase their CapEx spending by 60 to 70% this year, with estimated growth to reach 1.3 to...
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This Week in AI (Apr 26-May 2): China Blocks Manus Deal; Anthropic at $900bn
This week in AI: China blocks Meta's $2bn Manus deal; Anthropic weighs $900bn fundraise; Microsoft, Alphabet, Amazon, Meta all raised capex guidance.
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