TOPIC

TECH STOCKS News & Analysis

What next for embattled WiseTech?
Stocks
What next for embattled WiseTech?
Is there any relief in sight for this Aussie tech giant?
Simonelle Mody | 10 March 2025
Undervalued ASX tech play
Stocks
Undervalued ASX tech play
Investors are fixated on delayed product rollouts but long-term growth prospects are strong.
Roy Van Keulen | 27 February 2025
Nvidia earnings: Despite DeepSeek news, no signs of waning near-term chip demand
Stocks
Nvidia earnings: Despite DeepSeek news, no signs of waning near-term chip demand
We’re maintaining our fair value estimate after another strong quarter.
27 February 2025
Stocks of recent tech IPOs surge at pace not seen since 2021
Markets
Stocks of recent tech IPOs surge at pace not seen since 2021
PitchBook’s VC-Backed IPO Index is up 68% and at its highest level in three years.
PitchBook | 02 January 2025
America eats the world
Stocks
America eats the world
As the S&P 500 rips to new highs, the US now accounts for a staggering two-thirds of the world equity index. This looks at how America came to dwarf...
James Gruber | 21 November 2024
3 ASX players with exposure to data centres
Stocks
3 ASX players with exposure to data centres
All eyes fall on the technology driving Australia's largest acquisition this year.
Simonelle Mody | 28 October 2024
3 warnings for investors from the ultimate contrarian
Personal Finance
3 warnings for investors from the ultimate contrarian
Here’s what strategist Jeremy Grantham thinks about the markets today.
Dan Lefkovitz | 21 October 2024
The 2 cheapest ASX tech stocks right now
Stocks
The 2 cheapest ASX tech stocks right now
After the US tech sector’s rally this year, we bring our focus to the local technology shares looking cheap right now.
Simonelle Mody | 10 October 2024
4 charts on the US rotation out of growth and tech stocks
Markets
4 charts on the US rotation out of growth and tech stocks
Value stocks among financials, healthcare and consumer defensive sectors are supporting the market.
09 September 2024
US tech powerhouse gets big Fair Value upgrade
Stocks
US tech powerhouse gets big Fair Value upgrade
"We view it as a conglomerate of stellar businesses"
26 August 2024