Skip to content Skip to sidebar Skip to footer

Newsletter

AI Stocks

Michael Hill (ASX:MHJ): This Under Pressure Jewellery Outlet Is Trying To Position Itself As An AI Play

In this era, every company is trying to position itself as an AI play - even jewellery retailer Michael Hill (ASX:MHJ). Given the leadership vacuum with the deaths of former CEO Daniel Bracken and Sir Michael Hill, not to mention the subdued consumer environment...investors wouldn't be condemned for asking: What now? The company just held…

ByNick Sundich20 hours ago

Here are 5 Recent AI Acquisitions on the ASX! But Are They Just Hype?

This article explores 5 Recent AI Acquisitions on the ASX and whether or not these deals are just 'AI-washing' or have potential to be game-changing. What do we mean by game-changing? Like Pro Medicus' acquisition of Visage was in the GFC - it paid US$3m but has made the company an >A$20bn giant. The AI investment…

ByNick Sundich2 days ago

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

It is that time of year again when Amazon releases its annual shareholder letter (along with the 1997 letter all over again) and the bottom line was that Amazon is making returns from AI - real returns, $15bn in a quarter to be exact! In our view, that number reframes both Amazon’s trajectory and the…

ByNick SundichApril 10, 2026

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…

ByNick SundichApril 9, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026. This wind up was not the first, and likely won't be the last. So each…

ByNick SundichApril 2, 2026

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…

ByNick SundichMarch 31, 2026

The ASX’s Good Fame and Character Test: The Potential Listing of Oliver Curtis’ $6bn AI Company Firmus Meant A Clarification Was Needed

The ASX's Good Fame and Character Test is not new. But the possible listing of Oliver Curtis' Firmus meant investors are paying more attention than they otherwise would. You see, the Australian Securities Exchange does not let just anyone run a listed company. Before an entity joins its official list, the ASX requires that every director,…

ByNick SundichMarch 30, 2026

Xero and Anthropic announce a partnership! It looks like a win-win, but does it reek of desperation amidst investor panic over AI?

Xero and Anthropic have just unveiled a strategic partnership. The press release this morning did what all press releases of this kind would do: frame it as a win win for both sides...but of course few deals truly turn out like that. In the short-term, Xero will be the winner because investors worried it'll go…

ByNick SundichMarch 27, 2026

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…

ByNick SundichMarch 25, 2026

Sims (ASX: SGM) Surges 17% on FY26 Earnings Upgrade- Is the Rally Justified at Current Levels?

Sims upgrades FY26 earnings as AI-driven demand lifts growth Sims Limited (ASX: SGM) had a big day on the ASX on Wednesday. Shares shot up as high as 17% in early trade before pulling back to close around 10% higher. The trigger was a trading update where Sims told investors it expects to more than…

ByUjjwal MaheshwariMarch 19, 2026

the Kick-ass Multipurpose WordPress Theme

AI Stocks

Michael Hill (ASX:MHJ): This Under Pressure Jewellery Outlet Is Trying To Position Itself As An AI Play

Here are 5 Recent AI Acquisitions on the ASX! But Are They Just Hype?

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

The ASX’s Good Fame and Character Test: The Potential Listing of Oliver Curtis’ $6bn AI Company Firmus Meant A Clarification Was Needed

Xero and Anthropic announce a partnership! It looks like a win-win, but does it reek of desperation amidst investor panic over AI?

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

Sims (ASX: SGM) Surges 17% on FY26 Earnings Upgrade- Is the Rally Justified at Current Levels?

Sectors

Quick Links

Learn

2020, the Golden Year

Investing in the Year of the Rat

Market trouble spots to avoid in 2020

AI Stocks

Sectors

Quick Links

Learn

Add Your Heading Text Here