Monday, May 4, 2026
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Editor

Editor

The Bushletter editorial team. Independent business journalism covering markets, technology, policy, and culture.

Articles by Editor

AI & Search

Oracle's AI Boom Is Already Priced In. 2027 Will Be the Test.

Q3 beat and 46–50% cloud guidance show demand signals, not AI victory. What Oracle's earnings actually reveal about the infrastructure buildout timeline.
8 min read 2 months ago
Oracle's AI Boom Is Already Priced In. 2027 Will Be the Test.
Markets

The $30 Billion Signal: What JPMorgan's LBO Debt Sale Reveals About Appetite and Discount

JPMorgan's placement of $30B in leveraged buyout debt suggests institutional investors are hunting for yield at prices that reward patience — and that deal flow is normalising after a quiet 2025.
7 min read 2 months ago
The $30 Billion Signal: What JPMorgan's LBO Debt Sale Reveals About Appetite and Discount
Markets

How Hormuz disruption is reshaping Australian household economics

Oil prices above $100 per barrel are flowing through to mortgage payments and energy bills faster than most households realise. What happened in 1973 is happening again, just with a different cast.
8 min read 2 months ago
How Hormuz disruption is reshaping Australian household economics
News

ABC Staff Vote for Strike Action as Tension with New CEO Escalates

Employees at Australia's public broadcaster have voted for protected industrial action amid ongoing disputes with management.
8 min read 2 months ago
ABC Staff Vote for Strike Action as Tension with New CEO Escalates
Technology

Cursor's $50 Billion Valuation Exceeds Atlassian as AI Coding Tools Displace Engineers

An AI code editor built by four MIT dropouts is now worth more than the Australian software giant that just cut 1,600 jobs to fund its own AI pivot.
8 min read 2 months ago
Cursor's $50 Billion Valuation Exceeds Atlassian as AI Coding Tools Displace Engineers
AI & Search

AI Chatbots Routinely Break Therapy Ethics, Brown University Research Finds

Millions use ChatGPT and other AI systems for mental health support. New research shows these tools violate the ethical standards that protect real therapy patients.
7 min read 2 months ago
AI Chatbots Routinely Break Therapy Ethics, Brown University Research Finds
News

Six Iranian Soccer Players Accept Asylum in Australia as War Closes the Door Home

Seven members of the Iranian women's team sought humanitarian visas after arriving for a Sydney tournament. One changed her mind. The rest face starting over.
9 min read 2 months ago
Six Iranian Soccer Players Accept Asylum in Australia as War Closes the Door Home
Markets

Oil Back Above $100 After Iran Conflict Mines Hormuz Strait

The ACCC has called an emergency meeting with fuel suppliers as crude prices surge 9 per cent. For Australian motorists and the RBA, the timing is brutal.
8 min read 2 months ago
Oil Back Above $100 After Iran Conflict Mines Hormuz Strait
Technology

Oracle and OpenAI Abandon Flagship Texas Data Centre in Stargate Setback

Financing disputes and shifting priorities have ended plans for a major AI data centre, raising questions about the infrastructure buildout the AI boom depends on.
9 min read 2 months ago
Oracle and OpenAI Abandon Flagship Texas Data Centre in Stargate Setback
Geopolitics

Sydney Borrowers Face the Sharpest Pain as Banks Tip Multiple RBA Hikes

With oil above $100 and inflation refusing to behave, two major banks now forecast 2-3 consecutive rate rises. Sydney's stretched borrowers are most exposed.
7 min read 2 months ago
Sydney Borrowers Face the Sharpest Pain as Banks Tip Multiple RBA Hikes
Markets

Nvidia Steps Back From AI Lab Investments as OpenAI and Anthropic Eye IPOs

Jensen Huang says Nvidia's $40 billion in AI lab stakes will likely be its last private rounds. The timing raises questions.
7 min read 2 months ago
Nvidia Steps Back From AI Lab Investments as OpenAI and Anthropic Eye IPOs
Technology

The 10 Australian Companies Most Exposed to AI Disruption

From Atlassian to Appen, Australia's tech darlings are facing an existential question: what happens when AI can do what you sell?
7 min read 2 months ago
The 10 Australian Companies Most Exposed to AI Disruption