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Marc Kennis

Marc Kennis is one of the Co-Founders of Stocks Down Under and has been an equities analyst since 1996, predominantly covering Semiconductors, Technology, Consumer Electronics and Medical Equipment. Prior to founding Stocks Down Under, Marc worked for various brokers and banks in the Netherlands, including ING and Rabobank, and co-founded Pitt Street Research in 2016. Marc obtained an MSc in Economics from Tilburg University, Netherlands in 1996 and a postgraduate degree in investment analysis in 2001.

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Semiconductor stocks Technology Uncategorized US stocks

What Apple’s 20% Price Hikes Are Really Saying About the AI Boom

Tim Cook Just Sent You the Invoice for the AI Boom For roughly 40 years, gadgets followed one comforting rule: wait a year, get more for less. That rule just died, and Apple held the funeral on 25 June. Overnight, Apple's online store went dark, and when it flickered back to life, prices had jumped…

ByMarc Kennis4 days ago0Comments

Uncategorized

How Real-Time Business Data Shapes Modern Financial Platforms

In today's digital economy, data is no longer just a reporting tool—it is the foundation of business decision-making. A change in a company's stock price, a central bank announcement, a quarterly earnings release, or a shift in commodity prices can immediately influence dashboards, financial models, notifications, and investment decisions. Modern financial platforms rely on real-time…

ByMarc KennisJune 27, 20260Comments

Industrials Mining Stocks

Worley (ASX:WOR): When It Rains, It Pours … In Foreign Currency

Some days a company puts out one piece of bad news. Worley (ASX:WOR), the Sydney-headquartered engineering and project-services giant, decided that was for amateurs and lobbed two announcements onto the ASX on the same morning. The market responded the way you'd expect when someone hands you a lawsuit and a profit warning before your second…

ByMarc KennisJune 25, 20260Comments

AI Stocks Semiconductor stocks Tech Stocks Technology US stocks

The Debt Tsunami That Could Signal the End of the AI Boom

The Most Expensive Group Project in History Are we currently witnessing the beginning of the end of the AI boom? Let's start with a number so large it loses all meaning: roughly US$700 billion. That's the combined capital expenditure the four biggest US hyperscalers, Amazon, Alphabet, Microsoft and Meta, are guiding toward for 2026 alone.…

ByMarc KennisJune 24, 20260Comments

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ASX online casinos and how investors are riding the gambling stock wave

The stock market and online casinos might seem worlds apart, but on the ASX, they’re tighter than you think. Whether you’re looking at gaming giants or betting operators, investors have plenty of ways to jump in and ride the ups and downs of this industry. If you’ve sat there watching the ASX bounce around and wondered…

ByMarc KennisJune 19, 20260Comments

US stocks AI Stocks Technology

Has the SpaceX share price already peaked at $225?

On 16 June, just two trading days after the biggest float in the history of capitalism, SpaceX (NASDAQ: SPCX) printed an intraday high of $225.64. Mark it on your calendar, because there's a decent chance you'll be telling your grandkids about it one day, either as the moment you got in early on the company…

ByMarc KennisJune 18, 20260Comments

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The Iran peace deal: What to invest in when peace breaks out?

How to invest on the back of the Iran peace deal Well, dear reader, it finally happened. After four months of watching oil tankers play dodgems in the Strait of Hormuz, the United States and Iran have shaken hands on a deal to end the 2026 war and reopen the world's most important plumbing. Brent…

ByMarc KennisJune 15, 20260Comments

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How the Recovery Economy is Reshaping Consumer Habits

The way we spend money doesn't just change when the numbers on a spreadsheet shift; it changes when our daily priorities do. Following a few years of significant economic fluctuation and the ongoing pressure of the cost of living, Australians are approaching their wallets with a new kind of scrutiny. It isn't just about cutting…

ByMarc KennisJune 9, 20260Comments

Semiconductor stocks Technology Uncategorized US stocks

US Markets Overnight: Payroll Panic Crashes Nasdaq 4%, Prepare for Rate Hike

US Markets Overnight saw the semiconductor reckoning we knew might come Friday's session on 5 June was, to put it gently, a bloodbath for anyone long technology. The semiconductor selloff that began with Broadcom's guidance disappointment earlier this week escalated into a full-blown rout, erasing more than a trillion dollars in market value from chip…

ByMarc KennisJune 6, 20262Comments

Travel Stocks Consumer Lithium Stocks

Buying the dogs of the ASX 200

Which are the dogs of the ASX 200? Our own Stuart Roberts sets out a bullish view on Flight Centre (ASX:FLT) on AusBiz on Friday, arguing that Australians’ appetite for outbound travel remains robust despite geopolitical tensions and cost‑of‑living pressures. Stuart points to decades of rising outbound travel and notes his own recent long‑haul trip…

ByMarc KennisJune 5, 20260Comments