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Alphabet shares are holding firm amidst the Saas-pocalypse as investors think it will survive, but will it?

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…

ByNick SundichMarch 2, 2026

WiseTech Global (ASX:WTC) CEO Buys $1m of Shares, Here’s What It Signals

WiseTech $1m Insider Buy, The Synergy Curve Is the Thesis WiseTech Global (ASX: WTC) has just given investors a simple signal that can cut through a lot of market noise around the AI apocalypse. CEO Zubin Appoo bought A$1,000,049 worth of shares on market immediately after the company’s trading blackout ended. That timing matters. It means the…

ByCharlie YouldenFebruary 27, 2026

Block (ASX:XYZ) Up 28% as a 40% Headcount Cut Rewrites the Earnings Outlook

Jack Dorsey Goes Lean, The Market Pays Up Block shares surged 28% following the announcement that the company intends to reduce staff by up to 40%. While Block broadly met consensus in its fourth-quarter earnings, the real upside catalyst was the guidance. That was the key driver behind the market’s reaction, because investors were not just…

ByCharlie YouldenFebruary 27, 2026

AML3D (ASX:AL3): Order Book at $16.5m, The Growth Runway Stays Intact

A $150m to $200m Navy Opportunity, But Execution Comes First AML3D has reported its interim half-year results, and while revenue came in softer, the expanding order book remains the more important signal for investors watching this stock closely. As a company we follow and model, the key focus here is not just what happened this half,…

ByCharlie YouldenFebruary 27, 2026

Nvidia (NASDAQ:NVDA) New Rubin Chip Is Here, A 25% Higher Price, A 10x Better Outcome

Rubin Is Here, The Real Story Is Cost per Token Nvidia has now unveiled its new Vera Rubin chips, and as many of you know, it is a stock we follow closely. It is one of the most important companies in the AI ecosystem, and part of what makes Nvidia so critical is its ability to…

ByCharlie YouldenFebruary 27, 2026

AI-Media Technologies (ASX:AIM): Investors are panicking that it’ll be a victim of AI

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…

ByNick SundichFebruary 27, 2026

Shares In ReadyTech (ASX:RDY) Are Down 57%, Where’s the Operating Leverage?

Shares In ReadyTech Under Pressure In Light of a Soft Half Any investors owning shares in ReadyTech (ASX:RDY) will have had a rough 12 months. The stock has fallen from a high of $3.30 to around $1.20, which puts it down roughly 57%. The latest interim result did little to help sentiment, with the company delivering…

ByCharlie YouldenFebruary 26, 2026

Adisyn (ASX:AI1) Graphene Makes Drones Harder to Detect

Big Step in Drone Stealth With Graphene Adisyn (ASX:AI1) has successfully completed an early proof of concept demonstrating that graphene enhanced composite materials can materially reduce a drone’s radar visibility. In laboratory testing, sample materials delivered up to a 20dB reduction in radar reflection, with the team now working to optimise performance toward 30dB. The core objective…

ByCharlie YouldenFebruary 26, 2026

DroneShield (ASX:DRO) $21.7m Europe Deal Lands One Day After Results

Earnings Beat, Then a $21.7m Contract, Momentum Stays Hot DroneShield appears to have timed this very well, announcing a new major contract just one day after releasing its strong earnings result. The company disclosed a A$21.7m European reseller deal, made up of six separate contracts with a combined value of A$21.7m. From a market messaging perspective,…

ByCharlie YouldenFebruary 26, 2026

Nvidia (NASDAQ:NVDA) $216b Revenue, 65% Growth, Still Pushing the Frontier

Rubin Targets 10x Cheaper Inference, That’s the Real Story Nvidia delivered an exceptional quarter and a standout full-year result, which is exactly what you would expect from the biggest company in the world and the clear leader at the frontier of AI. It is remarkable to see how far the business has come over the past…

ByCharlie YouldenFebruary 26, 2026