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,…
AI Stocks
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…
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…
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…
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…
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,…
