Investing in an AI Automation & Robotics Future
Free AI Robotics Thematic Webinar and E-Book
November 2025
MPC Morning Call 6th November 2025 – “Buy the Dip” Tech stocks default market back to the trend
Stock bounced overnight as the “Bull market default” of buying the dip saw investors pile back into tech following recent weakness just as President Donald Trump’s IEEPA tariffs* go on trial.
Closing Bell 5th November: ASX Stumbles as Miners & Tech Drag the Market Lower
The Australian sharemarket declined on Wednesday, pressured by weakness in mining and technology stocks as investors reassessed the interest rate outlook. The S&P/ASX 200 fell 0.3% to 8790.1 by mid-afternoon, positioning the index for its sixth loss in seven sessions. Sentiment softened after RBA governor Michele Bullock cautioned that inflationary pressures may prove more persistent, reducing expectations for further rate cuts this cycle.
ETF Elite Update – Sell 7.5% GEAR & Sell 5% QUAL
Navigating Market Volatility: Insights from the Investment Committee
MPC Morning Call 5th November 2025 – Tech stocks lower as Wall St CEO’s warn on valuations
Investor optimism took a hit overnight after major Wall Street CEOs warned of a possible pullback ahead amid concerns about tech valuations and uncertainty on further rate cuts.
MPC Morning Call 4th November 2025 – AI rally continues as AWS joins the OpenAI “pass the parcel”
Stocks closed higher overnight as artificial intelligence stocks, led by Nvidia & Amazon as another continued to rack up gains amid recent signs that spending on AI is far from over.
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.
Global Alpha podcast EP14: US Earnings & BTC Cycles
In this episode of the Global Alpha podcast, Jonathan and Finn discuss the current state of the crypto markets and recent earnings reports from major tech companies. They analyze the mixed outcomes of earnings, the performance of key players like Palantir and Uber, and the implications of Bitcoin’s halving on market dynamics. The conversation also touches on investment strategies and the future outlook for both tech stocks and cryptocurrencies.
Closing Bell 3rd November: ASX Trades Flat as Inflation Jitters Rise
The Australian sharemarket edged lower on Monday as investors remained cautious ahead of the Reserve Bank of Australia’s policy meeting. The S&P/ASX 200 dipped 0.1%, or 5.2 points, to 8876.7 by 2pm AEDT, with eight of the 11 sectors trading in the red.
MPC Morning Call 3rd November 2025 – AWS continues to drive the AI thematic, while breadth of rally narrows
Stocks closed higher Friday, but investors had to contend with swings between gains and losses as quarterly results from big tech including Amazon and Apple continued dominate market moves and the “Hindenburg Omen* ” flagged the lack of breadth in the rally, high risk