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The Magnificent Seven Tech Stocks and AI: Are they keeping pace or falling behind the competition? And are investors aware of the reality?

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…

ByNick SundichFebruary 25, 2026

Here are 7 AI IPOs set to happen in 2026! Could these companies be the giants of tomorrow?

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,…

ByNick SundichFebruary 25, 2026

Nanosonics (ASX:NAN) Revenue Up 9%, But Operating Leverage Still Missing

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. …

ByCharlie YouldenFebruary 24, 2026

Electro Optic Systems (ASX:EOS) A 20% Re Rate on Confidence, Not Clean Earnings

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…

ByCharlie YouldenFebruary 23, 2026

Nuix (ASX:NXL) Looks Cheap on 6x EBITDA, Is the Turnaround Real?

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,…

ByCharlie YouldenFebruary 23, 2026

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

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

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