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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

Nanoveu (ASX:NVU) NTU Drone Swarm IP, GPS Free Navigation Goes on Trial

Testing GPS Free Swarm Tech With NTU Nanoveu today announced it has entered an exclusive evaluation licence with Nanyang Technological University covering four inventions focused on GPS free localisation and coordination methods for drone swarm navigation. For investors, the key point is that this is an evaluation first, with an option to convert into exclusive rights…

ByCharlie YouldenFebruary 17, 2026

Australian Clinical Labs (ASX:ACL) The Statutory Hit Spooked Investors

Australian Clinical Labs fell 10% today after revenue went slightly backwards, even though underlying profit improved. The key nuance is that management deliberately walked away from low margin collection centres and contracts. That decision can pull revenue down in the short term, but it should lift margins and improve the quality of earnings over time. The sharper…

ByCharlie YouldenFebruary 16, 2026

Fortif AI (ASX:FTI) The Agentic AI “Data Plane” Behind the Models

The Real AI Bottleneck Is Data, Not Models Fortif AI Fortif AI surged 14% to 32c this morning after announcing that its newly acquired business, Nol8, is building an agentic AI data plane. We started writing on Fortif a couple of months ago around its acquisition strategy, and more recently the company delivered its first profitable…

ByCharlie YouldenFebruary 16, 2026

WiseTech Global (ASX:WTC) Is The Cheapest Its Been in 5 Years

Why WTC Is More Volatile Than Xero and Megaport WiseTech is trading at its cheapest level in five years. And it is not happening in a vacuum. Investors have already felt the bloodbath across SaaS lately. Today alone, WiseTech opened down 15%, while Xero was down 4% and Megaport was down 4%. So the question investors are…

ByCharlie YouldenFebruary 13, 2026

What is the VIX and what are the factors that cause it to violently surge and go into tailspins?

You may hear the occasional passing comment that the market is volatile, but the VIX Index (also known as the Volatility Index) is one way to make that comment visible. What are the Best ASX Stocks to invest in right now? Check our buy/sell tips [sg_popup id="23914" event="click"][/sg_popup] What is the VIX Index? The VIX index, also known…

ByNick SundichFebruary 13, 2026

AMP (ASX:AMP) Statutory Profit Sank, Underlying Profit Jumped, So Why Did It Fall?

The Market Saw $133m, Not the $285m Story AMP had a sharp fall early this morning, and it felt like the market was laser focused on statutory numbers this reporting season. Statutory NPAT fell 11%, largely because of the size of the below the line items that hit reported profitability. What’s interesting though is the underlying picture…

ByCharlie YouldenFebruary 12, 2026

Aussie Broadband (ASX:ABB) Surges 20% on AGL Telco Deal And 1H26 Results! But Is the Devil In the Details?

AGL Telco Deal Is EPS Accretive, But Dilution Is the Debate Aussie Broadband had a sharp surge this morning, up 20%, after announcing it will acquire AGL Energy Limited’s telco business, described as AGL Telco, including its customers and assets. What comes with this network is a meaningful base of services: 218,000 NBN Co Limited services,…

ByCharlie YouldenFebruary 11, 2026

Acusensus (ASX: ACE) Surges 8% as WA Contract Doubles- But Can a $376M Pipeline Deliver Profits?

Acusensus Surges as WA Contract Doubles Acusensus (ASX: ACE) climbed 8 per cent on Tuesday, and what stood out was not just the contract itself but what it says about the company's trajectory. By doubling its Western Australia enforcement fleet to twelve units and extending the partnership through October 2028, Acusensus added another A$13 million…

ByUjjwal MaheshwariFebruary 11, 2026

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Tech Stocks

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

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

Nanoveu (ASX:NVU) NTU Drone Swarm IP, GPS Free Navigation Goes on Trial

Australian Clinical Labs (ASX:ACL) The Statutory Hit Spooked Investors

Fortif AI (ASX:FTI) The Agentic AI “Data Plane” Behind the Models

WiseTech Global (ASX:WTC) Is The Cheapest Its Been in 5 Years

What is the VIX and what are the factors that cause it to violently surge and go into tailspins?

AMP (ASX:AMP) Statutory Profit Sank, Underlying Profit Jumped, So Why Did It Fall?

Aussie Broadband (ASX:ABB) Surges 20% on AGL Telco Deal And 1H26 Results! But Is the Devil In the Details?

Acusensus (ASX: ACE) Surges 8% as WA Contract Doubles- But Can a $376M Pipeline Deliver Profits?

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2020, the Golden Year

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Stocks in Spotlight

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