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TECHNOLOGY News & Analysis

A new moated technology stock enters our ASX coverage
Stocks
A new moated technology stock enters our ASX coverage
The shares have performed strongly as the company eyes growth in the US.
Esther Holloway | 25 March 2025
After earnings is Apple stock a buy, sell or fairly valued?
Stocks
After earnings is Apple stock a buy, sell or fairly valued?
Our thoughts on Apple's stock amid slowing iPhone sales but high services revenue.
11 February 2025
NDQ or IVV: what is the best ETF for US exposure?
ETFs
NDQ or IVV: what is the best ETF for US exposure?
The answer requires examining your investment strategy and understanding the exposure of each ETF.
Mark Lamonica | 09 February 2025
The best tech stocks to buy
Stocks
The best tech stocks to buy
10 undervalued stocks offer attractive prices in a predominantly overvalued sector.
03 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
Going into earnings, is Alphabet stock a buy, a sell, or fairly valued?
Stocks
Going into earnings, is Alphabet stock a buy, a sell, or fairly valued?
With gen AI monetization and ad spending, here’s what we think of Alphabet stock.
23 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
Taiwan Semiconductor earnings: Outstanding guidance fueled by AI conviction
Stocks
Taiwan Semiconductor earnings: Outstanding guidance fueled by AI conviction
Our view of TSMC shares after its impressive results.
17 October 2024
AI stocks may be down, but don’t count them out
Stocks
AI stocks may be down, but don’t count them out
As strong demand related to AI continues, monetization is growing and valuations are more attractive.
24 September 2024
Raising fair value for Meta Stock on AI and ad leadership
Stocks
Raising fair value for Meta Stock on AI and ad leadership
Facebook and Instagram owner is the clear leader in social media, with prowess in digital advertising.
22 September 2024