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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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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 Kennis4 days ago0Comments

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

AI Stocks Semiconductor stocks Small Caps Stocks Tech Stocks

Archer Materials (ASX:AXE) quantum model caught 118 frauds with one false alarm

Archer Materials (ASX:AXE) quantum machine learning model caught 118 of 148 frauds with one false positive, lifting its commercial profile.

ByMarc KennisJune 5, 20260Comments

Healthcare Stocks Semiconductor stocks Small Caps Stocks Tech Stocks

dorsaVi (ASX:DVL) projects 2x battery life as RRAM push reframes the exoskeleton play

dorsaVi (ASX:DVL) projects 2x battery life and 25-50% fewer sensors as its RRAM-neuromorphic roadmap targets the exoskeleton intelligence layer.

ByMarc KennisJune 5, 20260Comments

Graphite Stocks Resources Small Caps Stocks

Evion Group (ASX:EVG) clocks US$530k EBITDA at a quarter of capacity

Evion Group (ASX:EVG) reports US$530k EBITDA from its Panthera expandable graphite JV at a quarter of capacity, with a 54.5% gross margin.

ByMarc KennisJune 5, 20260Comments

US stocks Semiconductor stocks

US Markets Overnight: Broadcom breaks the party, but the Dow doesn’t care

US Markets Overnight: What a weird session Thursday's session in the US on 4 June was one of those magnificent split-screen days where the top half of the market threw a tantrum and the bottom half threw a block party. Broadcom cratered nearly 13% after its AI chip guidance failed to impress the crowd, dragging…

ByMarc KennisJune 5, 20260Comments

Gaming Stocks

Gaming Stocks are Performing Well in 2026 but What’s Behind It?

Gaming stocks have been getting more attention lately, mostly because online gambling keeps growing and pulling more money into the sector. What used to feel like a smaller industry is now turning into something much bigger. The online gambling market was worth around USD 95.5 billion back in 2024, and it’s kept moving up since…

ByMarc KennisJune 5, 20260Comments

Gold Stocks Resources Small Caps Stocks

Lac Gold (ASX:LAC) hits 1,580 g/t at Astoria as resource looks conservative

Lac Gold (ASX:LAC) reports a 1,580 g/t gold hit at Astoria as Phase 2 drilling at the Rouyn Project targets a materially larger resource.

ByMarc KennisJune 4, 20260Comments

Small Caps Stocks Tech Stocks

Yojee (ASX:YOJ) signs second MOSAIC customer and the freight matrix is complete

Yojee (ASX:YOJ) signs Wayfinder as the second MOSAIC commercial customer, completing the freight matrix ahead of the September 2026 commercial release.

ByMarc KennisJune 4, 20260Comments