Technology

Where did the AI bubble go?
Macro & Markets
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Where did the AI bubble go?
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AI adoption scales and revenues grow, supporting valuations after earlier bubble concerns.

A new era: physical AI and humanoids enter the stage
Investment Ideas
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A new era: physical AI and humanoids enter the stage
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Robotics hits an inflection point as falling costs and AI advances accelerate adoption.

Has the AI sell-off made cybersecurity more compelling?
Investment Ideas
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Has the AI sell-off made cybersecurity more compelling?
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AI is changing cyber threats faster than markets may have priced in.

Beyond the noise: Why the Nasdaq 100 remains the benchmark for innovation
Investment Ideas
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Beyond the noise: Why the Nasdaq 100 remains the benchmark for innovation
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The Nasdaq 100 has never offered a smooth ride - but it has consistently rewarded...

SaaS-pocalypse
Macro & Markets
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SaaS-pocalypse
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Stocks slipped last week, reflecting US-Iran tensions, AI-related concerns and the RBA's first hike of...

Is AI in a bubble? A historical perspective
Macro & Markets
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Is AI in a bubble? A historical perspective
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There seem to be three fundamental reasons why booms and busts occur.

Investing in AI - beyond the Magnificent 7
Investment Ideas
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Investing in AI - beyond the Magnificent 7
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The investment opportunity set is now broader than the Mag 7.

Nvidia earnings to highlight week ahead
Macro & Markets
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Nvidia earnings to highlight week ahead
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Trepidation over delayed US economic data and Nvidia's earnings will set the tone this week.

Don’t sleep on Aussie tech
Investment Ideas
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Don’t sleep on Aussie tech
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Is there a strong case for investors increasing their allocation to Australian technology?