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AI Stocks

Xero investors think AI is threatening the company, but Xero’s FY26 results say otherwise!

Xero investors have been pondering their company's FY26 result this morning, a result at an interesting moment for the company. For much of the past year, Xero has been forced to counter a persistent narrative that generative AI will make accounting platforms (including itself) obsolete. Xero has not been in denial about AI, but has…

ByNick Sundich18 hours ago

Cerebras Systems (NSDQ:CBRS): One of the biggest tech IPOs ever debuts at $350 with a OpenAI $20b deal to boot!

Cerebras Systems (NASDAQ:CBRS) surged on debut after pricing at $185, opening at $350 and landing a major OpenAI AI infrastructure deal.

ByCharlie Youlden20 hours ago

Megaport (ASX:MP1) up 27% A$254m of AI contracts and Latitude.sh starts paying

Megaport (ASX:MP1) has secured A$254m of AI compute, network and storage contracts through Latitude.sh, adding A$90.6m of ARR with a two-year payback.

ByCharlie Youlden2 days ago

Michael Burry Thinks The AI Boom Is Another Dot Com Bubble And Investors Are Sleepwalking To Disaster

Earlier this week, famous investor Michael Burry declared that the US equity market had "jumped the shark," drawing explicit parallels to the final stages of the 1999–2000 dot-com bubble. His warning is consistent with several objective valuation and sentiment indicators that suggest stretched multiples and deteriorating consumer fundamentals. Whether or not a crash is imminent, his…

ByNick Sundich3 days ago

Life360 (ASX:360): Ad Revenue Jumped 329%, So Why Did the Stock Fall?

Life360 delivered record revenue as advertising surged 329%, but investors are watching whether Nativo costs can translate into stronger operating leverage.

ByCharlie Youlden4 days ago

Block (ASX: XYZ) Five Quarters of Stronger Gross Profit, Is This the Buy Signal?

Block has delivered five straight quarters of faster gross profit growth, but investors need to watch credit quality as Cash App lending scales.

ByCharlie YouldenMay 8, 2026

Is the AI Boom a Bubble? The Case For and Against

Is the AI Boom a Bubble? Few questions in markets are more contested right now. Nvidia’s market capitalisation crossed US$5tn in October 2025 after quadrupling since 2023. The five major hyperscalers collectively plan to deploy roughly US$700bn in AI‑related capital expenditure in 2026 alone! Goldman Sachs projects US$7.6 trillion in AI infrastructure investment between 2026…

ByNick SundichMay 8, 2026

AMD (NYSE:AMD) or Arm Holdings (NYSE:ARM), Which Is the Better AI Buy Right Now?

AMD and Arm are both exposed to the next phase of AI infrastructure, but AMD looks like the better buy candidate on valuation and growth.

ByCharlie YouldenMay 7, 2026

The ASX AI Infrastructure Boom Is Real: 5 Data Centre Stocks Riding the Wave

5 ASX Data Centre Stocks Riding the AI Infrastructure Boom The past 24 hours have made one thing clear. The ASX data centre boom is no longer about future demand. It is happening right now, in real contracts and real money. DigiCo Infrastructure REIT (ASX:DGT) jumped 23% on Wednesday after selling its Chicago facility for…

ByUjjwal MaheshwariMay 7, 2026

Infratil (ASX:IFT) Surges 12% After CDC Lands Australia’s Biggest-Ever 555MW Data Centre Deal

Infratil Jumps After 555MW CDC Data Centre Deal Infratil (ASX:IFT) surged more than 12% today to multi-year highs after its 49.7%-owned data centre business, CDC, signed the largest data centre contract in Australia's history, a 555-megawatt, 30-year deal with a US investment-grade customer. The scale is hard to overstate. This single contract equals around 40…

ByUjjwal MaheshwariMay 6, 2026

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AI Stocks

Xero investors think AI is threatening the company, but Xero’s FY26 results say otherwise!

Cerebras Systems (NSDQ:CBRS): One of the biggest tech IPOs ever debuts at $350 with a OpenAI $20b deal to boot!

Megaport (ASX:MP1) up 27% A$254m of AI contracts and Latitude.sh starts paying

Michael Burry Thinks The AI Boom Is Another Dot Com Bubble And Investors Are Sleepwalking To Disaster

Life360 (ASX:360): Ad Revenue Jumped 329%, So Why Did the Stock Fall?

Block (ASX: XYZ) Five Quarters of Stronger Gross Profit, Is This the Buy Signal?

Is the AI Boom a Bubble? The Case For and Against

AMD (NYSE:AMD) or Arm Holdings (NYSE:ARM), Which Is the Better AI Buy Right Now?

The ASX AI Infrastructure Boom Is Real: 5 Data Centre Stocks Riding the Wave

Infratil (ASX:IFT) Surges 12% After CDC Lands Australia’s Biggest-Ever 555MW Data Centre Deal

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