AI FOMO Powers Frenzied Big Tech Rally
Global fund managers have a bad case of Fear of Missing Out as they chase the AI-driven tech rally and ignored the weak economic outlook and hawkish central banks.
Read MoreTechnology
Will AI Transform the Healthcare Industry for Investors?
To transform science fiction into reality, AI applications in the healthcare sector must prove that they can improve business profitability.
Read MoreAI: The only thing certain is that nothing is certain
AI is here and it is very real – GAM’s Mark Hawtin outlines why he believes Chat GPT is “the iPhone moment for Digital 4.0”.
Read MoreMacquarie Technology Goes to the Market for AI Bankroll
Listed data centre services provider Macquarie Technology is asking big investors for $130 million to help it climb aboard and remain on the AI express.
Read MoreSemiconductors: Tailwinds from tectonic shifts in the AI sands
The increasing use of AI is positive for the semiconductor sector as the need for computing power and capex intensifies, reasons JH’s Richard Clode.
Read MoreGaming Growth and the First Esports Olympics
Esports have entered the mainstream, with the IOC this month releasing details of the inaugural Olympic Esports Week in Singapore during June.
Read MoreFinding Value in the Much-Hyped AI Space
Platinum’s Cameron Robertson and Dr Bianca Ogden discuss areas they have invested in and ones to watch in the always exciting tech space.
Read MoreSemiconductor Thematics Leading the Way
In this month’s Next Big Theme, Global X examines all the developments across thematics such as internet of things, green metals, AI and more.
Read MoreThe AI Revolution is No Segway
Every year in technology there are breakthroughs that appear to have the potential to transform how we live – some do; others, like the Segway, not so much.
Read MoreTime for Tech Luminaries to Act their Age
Denny Fish from JH explains why – while tech growth themes remain intact – as end markets mature, companies will have to balance future investment with profitability.
Read MoreBig Tech Turnaround: What’s behind the recovery?
After dominating amid Covid, the US tech household names endured a miserable 2022. Schroders’ Simon Webber looks at why the tables have turned again in recent months.
Read MoreNetflix – Market Leaders in Putting on a Show
In early 2022, PM Capital’s Enhanced Yield Fund made an investment in the senior bonds of global streaming giant and pioneer Netflix – here’s why.
Read MoreQuantum Computing Set to Disrupt Industry
GAM Investments’ David Goodman explores the disruptive potential of quantum technology across sectors such as finance, healthcare and cybersecurity.
Read MoreHow ChatGPT Can Liberate Investment Analysts
For investment firms, AI can help execute many menial functions to free up analysts for deeper research dives, armed with more information than they could ever process alone.
Read MoreNextDC Sees its Future in the Clouds
Data centre group NextDC wants shareholders to cough up $618m to help pay for two new developments in its regional expansion strategy into Asia and NZ.
Read MoreTech Turbulence
GAM’s Kevin Kruczynski examines how a new focus on profitability after a decade of strong growth and increased spending may benefit the technology sector.
Read MoreMagellan Minutes: Chat GPT and its Implications
Magellan’s Adrian Lu explains what Chat GPT is, how it works and its potential impacts on society, as well as what this means for Microsoft and Alphabet.
Read MoreWallet Wars: Apple Picking Oz Pockets
Little wonder the CBA wants the Federal Government to slap restrictions on the ability of Apple to continue to issue financial products via its iPhone wallet.
Read MoreLooking Back on a Big Week for Tech Stocks
Fidelity’s Tom Stevenson reports that just five tech stocks have accounted for two thirds of the S&P’s 8% rise this year, a much bigger proportion than the capitalisation they represent.
Read MoreTech Solutions for Aged and Disability Care
Corporate Connect Analyst Joh Snyman has released a report on medi-tech company Careteq (ASX: CTQ), which is now available for download.
Read MoreTechnology Bringing Autonomous Driving Closer
JH’s Global Technology Leaders Team discuss why, despite signs of progress, a pragmatic approach towards investing in the autonomous driving space is warranted.
Read MoreNo Joy for Microsoft in Activision Deal
Microsoft is very unhappy that British antitrust regulators have blocked its proposed $US69 billion ($A105 billion) purchase of video game maker Activision Blizzard.
Read MoreAI Innovation to Generate New Age of Opportunity
As generative AI matures, Global X expects cloud computing, cybersecurity, and digital media to receive strong boosts, allowing leading platforms in these arenas to solidify their positioning.
Read MoreThe Game is On
Video games can be lucrative – as Alice Shen reports, so far in 2023 the companies that make up VanEck Video Gaming and Esports ETF (ESPO) have had a winning start.
Read MoreVeris: The business of spatial data
Veris MD / CEO Dr Michael Shirley provides an introduction to the company, discussing its services, the competitive landscape, revenue breakdown, growth opportunities and strategy.
Read MoreHow Will SVB’s Demise Impact Technology Stocks?
Janus Henderson Portfolio Manager Richard Clode discusses the collapse this week of SVB and unpicks some of the more likely implications for the technology sector.
Read MoreTech Talk: The most interesting things in Tech
Alphinity Investment Management’s Trent Masters recaps the key events that affected global markets in early 2023 and discusses the implications of AI such as ChatGPT on companies.
Read MoreA Reality Check for Tech?
Platinum’s Alex Barbi and Jimmy Su share their insights on finding opportunities in the tech sector, which suffered a significant setback in 2022 after two years of bubble-like valuations.
Read MoreSix Investment Trends With Great Growth Potential
With a number of big themes starting to rotate back into a growth phase, Global X looks at some of the most impactful narratives and promising thematics emerging across the globe.
Read MoreAI Chatbots Rewrite Code for Technology Sector’s Future
ChatGPT has ignited the world’s imagination about the power of AI and we may be on the cusp of a new product cycle that breathes new life into the technology sector.
Read MoreBluGlass (ASX: BLG) Secures First Gallium Nitride Laser Orders
BluGlass President Jim Haden discusses the launch of the company’s first suite of laser products, integration of the recently acquired fab facility and outlook for 2023.
Read MoreEtherstack (ASX:ESK) Delivers 51% NPAT Growth
David Deacon, CEO and Executive Director of wireless tech firm Etherstack Limited (ASX:ESK), discusses the company’s 2022 financial highlights and outlook for 2023.
Read MoreNetflix Streaming Ahead as its Rivals Stumble
Netflix seems to have won the streaming video war, leaving its rivals in tatters – bleeding billions in losses and write downs, job cuts and redundancy costs and other charges.
Read MoreThoughts and Observations from Japan
GAM’s Kevin Kruczynski talks about his visit to Tokyo when he met with companies and attended the Japan International Machine Tool Fair, showcasing new manufacturing technologies.
Read MoreTriple Trouble for Tech Sector from US Titans
After Thursday’s strong tech rally, markets were ready for the three As – Apple, Amazon and Alphabet – to deliver A-plus 4Q reports. Instead, they got a trifecta of F-minuses and the afterhours reactions told the story.
Read MoreSix Top Investment Themes for 2023
With every new year, comes new developments and opportunities – so, from the Metaverse to healthcare innovation, Global X has identified six thematic trends to start off the year.
Read MoreLittle Obvious Substance to Meta Rally
Not-as-bad-as-feared December quarter figures and a record $US40 billion buyback helped Meta shares jump 20% this week, but the underlying metrics remain of huge concern.
Read MoreAI ChatGPT – The Next Great Hype Cycle?
Janus Henderson Portfolio Manager Alison Porter discusses the development of new hot-button topic ChatGPT and the implications of its release on the tech sector.
Read MoreWiseTech Makes $A300m+ Stateside Splash
Tech giant WiseTech Global has started 2023 with a bang by making its largest acquisition to date, buying US software company Envase Technologies for $US230 million.
Read MoreTech Talk: 2022 Review and Points of Interest
Alphinity Investment Management Global Portfolio Manager Trent Masters recaps the key events that affected global markets and technology in particular during 2022.
Read More
