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Xero investors think AI is threatening the company, but Xero’s FY26 results say otherwise!

Xero investors have been pondering their company's FY26 result this morning, a result at an interesting moment for the company. For much of the past year, Xero has been forced to counter a persistent narrative that generative AI will make accounting platforms (including itself) obsolete. Xero has not been in denial about AI, but has…

ByNick SundichMay 15, 2026

Applied Materials (NDQ:AMAT): The Quiet Backbone of the AI Revolution

We write a lot about semiconductor stocks, but little about Applied Materials and we thought it was time for that to change. After all, Applied Materials is the world's largest supplier of the equipment used to manufacture semiconductors, and one of the most structurally well-positioned companies in the global AI supply chain. Its investment case rests…

ByNick SundichMay 15, 2026

Don’t mention the C word: Are semiconductor valuations ripe for a tumble?

Valuation vertigo and flashbacks to 2000 The Philadelphia Semiconductor Index, better known as the SOX, hit 12,000 points on 13 May 2026. Year-to-date, the index is up roughly 69%. The top ten performers in the Nasdaq have more than doubled year-to-date! SanDisk is up 558% in 2026 alone. Yours truly sat through that earlier episode, watching…

ByMarc KennisMay 14, 2026

XERO (ASX:XRO) The Stock Fell 8%, But Is the Market Missing the Turnaround?

Xero (ASX:XRO) fell 8% after FY26 results as Melio weighed on margins, but organic growth and US revenue still support the turnaround case.

ByCharlie YouldenMay 14, 2026

Michael Burry Thinks The AI Boom Is Another Dot Com Bubble And Investors Are Sleepwalking To Disaster

Earlier this week, famous investor Michael Burry declared that the US equity market had "jumped the shark," drawing explicit parallels to the final stages of the 1999–2000 dot-com bubble. His warning is consistent with several objective valuation and sentiment indicators that suggest stretched multiples and deteriorating consumer fundamentals. Whether or not a crash is imminent, his…

ByNick SundichMay 13, 2026

4DS Memory (ASX: 4DS): A Second Life at 60nm in India

We've been following 4DS Memory for a very long time, and for most of that journey it has been a story of heartbreak. The company's dream, bringing its proprietary Interface Switching ReRAM technology to sub-20nm advanced process nodes, ran aground not once, but twice. After years of platform lots, etching problems, manufacturing setbacks at imec…

ByMarc KennisMay 12, 2026

Weebit Nano In 2026: Gearing up for the royalty gold rush

Weebit Nano in 2026 has something it has never had before: the balance‑sheet strength, commercial momentum and engineering depth to scale Resistive RAM (ReRAM) into a global licensing business. The company has raised A$87m through an institutional placement, with a further A$15m available via the Share Purchase Plan. On a fully subscribed basis, the pro‑forma…

ByNick SundichMay 12, 2026

Block (ASX: XYZ) Five Quarters of Stronger Gross Profit, Is This the Buy Signal?

Block has delivered five straight quarters of faster gross profit growth, but investors need to watch credit quality as Cash App lending scales.

ByCharlie YouldenMay 8, 2026

Swift TV (ASX:STV) Netflix approval validates its enterprise TV moat

Swift TV (ASX:STV) has secured final Netflix approval, strengthening its enterprise TV platform across managed accommodation markets.

ByCharlie YouldenMay 8, 2026

Is the AI Boom a Bubble? The Case For and Against

Is the AI Boom a Bubble? Few questions in markets are more contested right now. Nvidia’s market capitalisation crossed US$5tn in October 2025 after quadrupling since 2023. The five major hyperscalers collectively plan to deploy roughly US$700bn in AI‑related capital expenditure in 2026 alone! Goldman Sachs projects US$7.6 trillion in AI infrastructure investment between 2026…

ByNick SundichMay 8, 2026