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Technology

Investors in Firmus and other data centre stocks can’t sweep sustainability under the carpet forever

Imagine now investors in Firmus are feeling right now. Waiting to cash out on their investment? Waiting for even more growth? Concerned about whether or not Firmus can cope with demands for compute capacity as well as anti-data centre NIMBYs? We doubt many would affirm the third of those questions, but they should be. It true…

ByNick Sundich52 minutes ago

Apple’s AI Turn: Did the 2026 WWDC Put It Back in the Race?

The WWDC (Worldwide Developers Conference) has been home to some of the most iconic moments in Apple's history and while the 2026 WWDC was not iconic, you can't accuse Apple of not trying to deal with the accusation it was behind the curve on AI. The company’s answer came in the form of a sweeping overhaul…

ByNick Sundich17 hours ago

Why Our Home Grown ASX Success Stories Are Doomed To Be Given Away on the Cheap, And What Could Be Done

There are plenty of ASX Success Stories that can be categorised as such because they were bought out by a major player. Shareholders who rode things out over the journey will walk away satisfied without thought that they could be getting more. If the board (and perhaps a substantial shareholder or two) backs the bid,…

ByNick Sundich1 day ago

Could AI Help Australia’s Stagflation Problem, Or Just Continue to Mask It?

Australia’s economy is stuck in stagflation - yes we believe it is; but economists are wondering could AI help Australia and its economy with this? Or will it just mask the problem? Currently the economy has weak productivity, sticky inflation and a structural slowdown that has pushed the country toward a stagflation‑like posture. You could argue…

ByNick Sundich1 day ago

US Markets Overnight: Payroll Panic Crashes Nasdaq 4%, Prepare for Rate Hike

US Markets Overnight saw the semiconductor reckoning we knew might come Friday's session on 5 June was, to put it gently, a bloodbath for anyone long technology. The semiconductor selloff that began with Broadcom's guidance disappointment earlier this week escalated into a full-blown rout, erasing more than a trillion dollars in market value from chip…

ByMarc Kennis4 days ago

Just because the worst of the Saaspocolypse may be over, it doesn’t mean all ASX tech stocks will grow. Here are 4 to buy and 4 to avoid!

The Saaspocolypse that has endured throughout the first half of 2026 has been a reminder that even the strongest structural themes can suffer violent drawdowns. Software stocks entered the year priced for perfection, and the market delivered a sharp correction. The S&P All Tech Index fell 27% at the start of the year before rebounding…

ByNick SundichJune 5, 2026

Looking for EV stocks other than Tesla? Here are 5 of the hottest ones

Tesla (NDQ:TSLA) remains the most recognisable EV stock in the world, but it is no longer the only pioneer in the sector. The global EV market has matured, competition has intensified, and several companies — both pure‑play EV makers and traditional automakers — are fighting for market share. The question for investors is where these…

ByNick SundichJune 4, 2026

Megaport (ASX:MP1) is raising A$827m to build a global AI inference cloud

Megaport (ASX:MP1) is raising A$827.3m to fund four new AI contracts worth A$458.9m and build an on-demand GPU Pool platform.

ByCharlie YouldenJune 3, 2026

This ASX AI Stock Is a 10‑Bagger in 12 Months: And There’s More Than Hype to This One!

Very few companies sitting on a 12 month gain of over 1000% can be legitimately described as an ASX AI Stock, although Fortifai (ASX:FTI) is one of them. In fact it is arguably the only one - it depends on whether or not you think 4D Medical (ASX:4DX) fits in this category or if it…

ByNick SundichJune 2, 2026

US Markets Overnight: Snowflake breaks the SaaSpocalypse

The vibe check: The Middle East truce is extended! In US markets overnight there was a moment on Thursday, May 28 US time, when it felt like the whole narrative around software stocks quietly exhaled. Snowflake, the cloud data platform that has spent the better part of 2026 being used as a punching bag in…

ByMarc KennisMay 29, 2026