Skip to content Skip to sidebar Skip to footer

Newsletter

Technology

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

Seek (ASX:SEK): Down >30% in 2026, but it’s directors think its got upside

Online employment marketplace Seek ( ASX:SEK ) may be formally categorised as ‘Media and Entertainment’ by the ASX, although it is difficult to argue that this company is not a tech company. Two years ago, it seemed to be in the right place at the right time given the state…

ByNick SundichFebruary 26, 2026

This Wall Street firm’s warnings about the impacts of AI disruption sent ripples through markets this week!

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…

ByNick SundichFebruary 26, 2026

WiseTech Global (ASX:WTC) This Is Not an “AI Jobs Bomb”, It’s M&A Synergies

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…

ByCharlie YouldenFebruary 25, 2026

WiseTech Global (ASX:WTC) The e2open Earnings Reality Check And What Comes For FY26

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…

ByCharlie YouldenFebruary 25, 2026

7 ASX Stocks Positioned to Win as Financial Services Battle for Talent Reaches Crisis Point

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…

ByCharlie YouldenFebruary 25, 2026