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Anthropic: This 5-year old US$380bn company is behind ChatGPT’s rival Claude and could IPO later this year!

Anthropic did not even exist 5 years ago, but its most recent funding round valued it at US$380bn. The company behind Claude, a major rival to ChatGPT, is more valuable than any company on the ASX (even CBA and BHP) and could IPO later this year. But while many investors would be familiar with OpenAI,…

ByNick SundichFebruary 23, 2026

Megaport (ASX:MP1) Strong Half, But Statutory Earnings Could Still Get Hit

Megaport Network Engine Is Working Megaport had a strong half, but there were a few areas in the financials and operating performance that the market may still punish in the near term. What really mattered this half came down to three core things. First, Megaport core network business accelerated. That is the engine of the story, and…

ByCharlie YouldenFebruary 20, 2026

3 ASX Data Centre Stocks Set to Benefit From Goodman’s A$14.4 Billion Pipeline

Goodman Group (ASX: GMG) reported A$1.2 billion in operating profit for the first half of FY26, with data centres now making up 73% of its A$14.4 billion development pipeline, up from 40% just 18 months ago. Its power bank has grown to 6.0 GW across 16 cities, a resource becoming harder for competitors to match.…

ByUjjwal MaheshwariFebruary 20, 2026

Sonic Healthcare (ASX:SHL) Still Compounding, Integration Is the Near Term Drag

The Quality Compounder, With a Margin Reset Under the Hood Sonic Healthcare is one of the ASX 200’s higher quality compounders, and its half year result shows the earnings base is still expanding, even if margin and mix are doing some heavy lifting behind the scenes. Here is a quick snapshot of the standout metrics: EBITDA of…

ByCharlie YouldenFebruary 19, 2026

Zip Co (ASX:ZIP) Down 31% on a Strong Half, What Did the Market See?

Zip Co US Growth Story Is Working, Investors Fear the Mix Shift There was a lot of panic selling in Zip Co at the open today, with the share price falling to around $1.90, down 31% after the release of its 1H FY26 result. What makes the reaction interesting is that Zip actually delivered a strong half,…

ByCharlie YouldenFebruary 19, 2026

Superloop (ASX:SLC) Surges 18% on $165M Lightning Broadband Deal- But Is the Easy Money Already Made?

Superloop’s fibre expansion looks strong, but wholesale churn is the key risk Superloop (ASX: SLC) surged as much as 18 per cent to A$2.86 on Wednesday before settling at A$2.73 after delivering a blockbuster first half that combined two catalysts: a swing back to half-year profitability and a A$165 million deal to acquire Lightning Broadband.…

ByUjjwal MaheshwariFebruary 19, 2026

TechnologyOne (ASX:TNE) Defying the AI Doom Trade With 18% to 20% PBT Growth

SaaS Plus AI Momentum Drives a FY26 Upgrade TechnologyOne is defying the market’s AI shock narrative. For readers who came across our article on AI and SaaS disruption, you will remember our core point: we believe the market has overstated the impact AI will have on high quality SaaS businesses, especially those with embedded workflows, sticky…

ByCharlie YouldenFebruary 18, 2026

Hansen Technologies (ASX:HSN) Cash Acceleration Is the Story in 1H FY26

Hansen Technologies 7% Sales Growth, 46% EBITDA Growth, Execution Tightens Hansen Technologies delivered steady revenue growth, but a sharp uplift in profit, which triggered a re rating this morning as the market reacted to cash acceleration in the latest half. What we like here is that Hansen is starting to demonstrate improving efficiency. You can see…

ByCharlie YouldenFebruary 18, 2026

Cisco Systems (NDQ:CSCO): Will this US$300bn company really be a winner from the AI boom? Investors aren’t so sure

As a big company in the networking equipment space, Cisco Systems (NDQ:CSCO) is a company you could be forgiven for thinking will be a winner from AI just by being there. But investor reaction to its latest results suggest investors are currently skeptical. What are the Best ASX stocks to invest in right now? Check our buy/sell…

ByNick SundichFebruary 18, 2026

JB Hi-Fi Earnings: Good Results and AI Optimism Spark a 12% Re Rate!

JB Hi-Fi Earnings: The Market Reprices Quality And AI Exposure JB Hi-Fi has seen a strong re rate over the past week, up around 12% following a solid 1H FY26 result which showed it could be an AI winner. At a headline level, its 1H26 result was clean and showed good growth. Group sales came in at…

ByCharlie YouldenFebruary 17, 2026