Alan's away for a week, so Evan Lucas and Stephen Mayne are in the Money Café this week. On the agenda: how AI has powered the advent of Nvidia, US dominance and default, big investment headaches, the AGM mini-season, the Victorian state budget, the cost of the Big Build and taxes for churches, unions and schools. Also: council rates, GST and inflation, ICE vs EV and bonus Pointsbet shares.

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