Alphabet shares may be down 3% in 2026, but compared to its other Big Tech peers, it is holding up relatively well. From Microsoft to Atlassian, from Salesforce to Adobe...software stocks have been sold off left right and centre as investors fear they'll suffer the fate of Kodak and Blockbuster, unless they appease investor by…
AI Stocks
The three ASX stocks surging as they cut jobs and lean into AI
Three major ASX-listed companies cut thousands of jobs last week. All three saw their share prices rise. WiseTech Global (ASX: WTC) jumped 11% after announcing plans to cut 2,000 roles. Block (ASX: XYZ) soared 28% on the ASX after slashing roughly 4,000…
AI-Media Technologies (ASX:AIM) is not the only ASX stock with investors panicking that AI will make it go the way of Blockbuster and Kodak...but there are arguably more signs that the fears are legitimate than most other companies.
We acknowledge anyone from the company or an investor may take issue with that statement. But the share…
Warnings about the impacts of AI disruption have been made, but there was one warning that appeared to have a greater impact on equity markets than most others (at least recently). A blog post published by Wall Street firm Citrini Research, little known prior to the post, was attributed to an 800-point drop in the…
Magnificent Seven Tech Stocks and AI are a fascinating pair. It could give them another 1-2 decades of dominance at the top of the tech world, or it could be their undoing. In other words, they could suffer the fates of the first movers they overtook like Blockbuster, MySpace and even Ask Jeeves.
What are the…
Let's take a look at AI IPOs set to happen in 2026. Unfortunately, it is unlikely Australia will see too many for a wide variety of reasons including certain market regulations that are unfavourable relative to other markets as well as Australia's productivity slump. Even Australian AI companies may bypass Bridge St for Wall St,…
Alcidion Clears a Key AI Approval Hurdle
Alcidion Group (ASX: ALC) hit a regulatory milestone that could open up its next phase of growth. The company has secured Class I Software as a Medical Device (SaMD) registration for the AI-powered concept detection feature inside its flagship Miya Precision platform, both in Australia and the United…
ASX stocks to watch as Big Tech ramps AI spend
While US tech giants spend heavily on AI, the real winners may be hiding elsewhere. Meta, Microsoft, Amazon and Alphabet plan to spend a combined US$650 billion on AI infrastructure in 2026, roughly 60% more than last year. Wall Street hated it. The four companies…
The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…
BrainChip Slips Despite Defence Orders and AKD1500 Ramp
BrainChip Holdings (ASX: BRN) dropped around 6% on Thursday despite releasing what appears to be its strongest quarterly update in years. The neuromorphic AI chip maker reported improved cash flows, a strengthened balance sheet, and meaningful progress on defence contracts, yet the market pushed shares toward 52-week…
