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AI Stocks

Apple’s New Era: What the Tim Cook to John Ternus Transition Means for the World’s Most Scrutinised Company

Apple (NASDAQ: AAPL) has confirmed that Tim Cook will step down as chief executive officer on September 1 2026, transitioning to executive chairman, with hardware engineering chief John Ternus taking the top job. The move follows a unanimously board‑approved succession process and closes one of the most consequential CEO tenures in corporate history. Ternus is an…

ByNick SundichApril 21, 2026

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…

ByNick SundichApril 21, 2026

Adisyn (ASX:AI1) Graphene Breakthrough, What Investors Need To Know

Adisyn may have a fix for the Chip Industry's Wiring Problem Think about the wiring inside a computer as an incredibly small highway system, with billions of lanes carrying electrical signals between transistors, the tiny switches that flip between 0 and 1. Today, that wiring is mostly made from copper, which has made sense for…

ByCharlie YouldenApril 20, 2026

NEXTDC (ASX:NXT) Record 667MW Contracted & A$2.2B Capital Plan

S4 hits 71% contracted as utilisation jumps 60% to 667MW NextDC (ASX:NXT) has added 250MW of contracted utilisation, a 60% jump in its total contracted base since December 2025. That tells us demand is now hitting at a much larger scale and appears increasingly tied to the new S4 development now that approvals are in…

ByCharlie YouldenApril 20, 2026

TSMC’s (NSDQ:TSM) Money Printer, March Revenue $13.1B, Margins Hit 58%

Record Margins, AI Demand Still Accelerating TSMC (NSDQ:TSM) continues to show real pricing power. Demand is clearly accelerating in advanced semiconductor nodes below 7nm, and that is exactly where TSMC’s competitive edge is strongest. Any mega-cap hyperscaler that wants to design its own custom advanced chips still has to go through TSMC to manufacture them,…

ByCharlie YouldenApril 17, 2026

ASML (NASDAQ:ASML) Q1 sales +15%, but system shipments slowed and stock fell 7%

Net orders beat revenue 1.2x, yet investors punished machine sales ASML (NASDAQ:ASML) sits at the centre of the semiconductor supercycle and remains one of the most important companies in global chip development. Its lithography machines are fundamental to how advanced semiconductors are made, which is why each quarterly result gives investors a useful read on…

ByCharlie YouldenApril 16, 2026

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 SundichApril 15, 2026

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 SundichApril 14, 2026

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

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AI Stocks

Apple’s New Era: What the Tim Cook to John Ternus Transition Means for the World’s Most Scrutinised Company

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

Adisyn (ASX:AI1) Graphene Breakthrough, What Investors Need To Know

NEXTDC (ASX:NXT) Record 667MW Contracted & A$2.2B Capital Plan

TSMC’s (NSDQ:TSM) Money Printer, March Revenue $13.1B, Margins Hit 58%

ASML (NASDAQ:ASML) Q1 sales +15%, but system shipments slowed and stock fell 7%

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

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Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

AI Stocks

Stocks in Spotlight

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