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…
Technology
The Layoffs Are Integration, Not AI Panic
Coming across coverage of WiseTech this reporting season, we have seen a lot of dramatic phrasing such as “first AI jobs bomb,” which frames the situation as if this is purely an AI-driven wave of replacement.
In our view, those headlines are far more attention-grabbing than they are reflective…
Cheapest Multiple in 5 Years, But the Market Wants Proof
WiseTech is a company we have been covering at Stocks Down Under for a while, and we were surprised to see the stock open up today.
On the surface, the result was strong. Revenue growth was impressive. But the market also had to digest a materially…
Australian financial services companies are facing their most acute talent shortage in over a decade. A recent study by the Financial Services Council found that 78% of finance firms cited talent acquisition as their primary operational constraint in 2025, up from 43% just three years earlier.
This is not just an HR problem. It is…
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,…
Nanosonics Investors Want Margin Accretion, This Half Did Not Deliver It
Nanosonics saw its share price fall 7% to around $3.35 today after what looked like a fairly moderate half year result. The business delivered broad based growth, but profitability was slightly softer, which is where the market seemed to focus.
Here is the quick snapshot.
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Contracted Revenue Up 238%, Market Looks Through the Noise
Electro Optic Systems had a pretty substantial re rate, up 20%. On the surface, FY25 looks like a mixed earnings print, and the price action suggests investors are anchoring to one core line item, contracted revenue. At the same time, there were a number of accounting…
The Nuix Flywheel Is Turning, Bigger Deals, Better Margins
Nuix is one to keep on the watchlist. At first glance, it is coming off a profitable start to H1 FY26 and, on an EBITDA multiple of roughly 6x, it screens as cheap for a SaaS style business that appears to be building momentum.
Revenue reached $121m,…
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,…
