August 27, 2025

(AI TO THE RESCUE FOR QUEENSLAND TEACHERS)

August 27, 2025

Hello everyone

Teachers are leaving the profession in droves. Many reasons are given, but perhaps the most worrying is student behaviour. Many teachers report being spat at, having chairs thrown at them, being hit, or being harassed verbally. And students are not the only ones dishing out this abuse; it is also the parents. If teachers now have sick days, there is often not a relief teacher to take their place. The teacher workload is also unreasonable. The profession is in a desperate situation, and the government has been lax in dealing with the worsening situation.

I have a teaching qualification, but upon realizing what environment I was entering, I quickly chose the path of ESL, – teaching English to foreign students – as a more satisfying career for many years. I still help some students on a part-time basis.

The AI teaching tool, Corella, is now being trialed in 15 schools in Queensland.

It appears to help cut down on teacher administration, boost digital literacy, and improve classroom safety. It is bringing AI into the education conversation.

It’s not writing essays for students; it is giving them information that they can use to come up with their own answers.

A huge help for teachers – time will tell if it is successful overall.

NVIDIA NEEDS TO DELIVER ON WEDNESDAY TO CALM INVESTOR NERVES

If Nvidia can deliver a good earnings report on Wednesday, then we should see lingering doubts about the artificial intelligence trade dissipate, and rocket fuel added to the stock. Nvidia has a long record of beating even sky-high expectations.

Price increases are a risk to Nvidia. The chip maker is benefitting from a huge expansion of data centres housing its hardware, but their power demands are driving up electricity prices, threatening to raise rates for consumers. A political backlash is one of the biggest threats to the AI boom.

It will be worth watching retailer earnings this week for any signs of consumer stress. Walmart has already noted that tariffs are leading to price rises on some goods.

If U.S. consumers start to rein in their spending, Jay Powell and Jensen Huang might even struggle to keep the lights on and the show going.

QI CORNER

Charles-Henry Monchau (Chief Investment Officer at Syz Group)