Innovation Wrap: Seeing Through Walls, Negative Latency, Hyper-Personalised Medicine
Here’s what stood out in technology/innovation/ finance last week.
Read MoreTechnology
Innovation Wrap: App Economy, Gaming, Biology
Here’s your weekly wrap of technology, innovation, and finance news.
Read MoreInnovation Wrap: Robots, Space, Virtual & Augmented Reality
Boston Dynamics is best known for the videos they’ve been uploading of their robot prototypes for the past decade. Now the company is finally releasing one of them for public consumption: Spot.
Read MoreInnovation Wrap: Climate Change, WeWork, Quantum Supremacy
Climate Change was in focus this week as millions of people protesting around the world on a coordinated day of action. An estimated 300,000 people joined rallies in Australia.
Read MoreA Privately Issued Digital Currency Could One Day Deserve ‘Reserve’ Status
Such are the prospects for mainstream acceptance for something like Facebook’s Libra. But the hurdles are daunting too.
Read MoreApple Tops Expectations On Strengthening Services Unit
Apple has joined Microsoft, Alphabet, and Facebook among the mega techs in doing better in the three months to June than the market had been expecting.
Read MoreFacebook, Tesla Provide Contrasting Earnings Results
Facebook has revealed another quarter of strong revenue growth, Tesla shares, on the other hand, have plummeted in late trading after the electric-car maker posted a worse-than-expected loss and backtracked from a forecast for a return to profit.
Read MoreUS Justice Department Puts Big Tech Under The Microscope
Standby for some nervous times ahead in the stock market after the US Justice Department revealed a sweeping inquiry into the market power of big techs.
Read MoreUS Markets Face Big Week Of Tech Earnings
The big mega techs will dominate this week in the US reporting season and while investors refused to look beyond Netflix after the streaming giant reported a surprise dip in US subscriber numbers and the lowest growth in new paying customers for three years, a stumble by one or more of this week’s reporting groups could knock the market sideways.
Read MoreWhy We Are Buying TechnologyOne
While there are short-term headwinds (i.e. declining free cashflow, higher expense growth), the ongoing transition of customers to cloud, while impacting revenue growth in the short term, underpins the strong medium-to-long-term earnings growth profile for TNE.
Read MoreMicrosoft Reclaims Trillion Dollar Mantle
Friday saw the changing of the guard at the top of the list of most valuable US companies confirmed after shares in Microsoft surged into record territory Friday and pushed the veteran software giant’s market cap above the $US1 trillion mark.
Read MoreNasdaq Drops Into Correction Territory
Nasdaq plunged into correction territory on Monday after the US government started targeting the big four tech stocks – Amazon, Apple, Facebook and Google (Alphabet).
Read MoreValuation A Chief Concern For TechnologyOne
Large accounting clients continue to migrate to TechnologyOne’s cloud offering but brokers remain concerned about the stock’s valuation.
Read MoreAI Is Running Far Ahead Of Attempts To Resolve Its Ethical Issues
The response in time is likely to be more regulation.
Read MoreVodafone Stops Payout To Shareholders After Huge Loss
A major about-face on maintaining its dividend payout and a loss in the latest full-year results from London based telco, Vodafone Group PLC help explains why the company wants to abandon Australasia through sales of its operating arms in Australia and NZ.
Read MoreWhy Warren Buffett Is Now A Shareholder In Amazon
Warren Buffett’s Berkshire Hathaway is expanding its involvement in the megatechs. First, it was Apple where Berkshire is the third biggest investor. Now the company has dipped its toe into the share register of Amazon.
Read MoreApple Surges As iPhone Sales Rebound
Apple shares surged in after-hours trading to be up more than 5% and moving back towards a valuation of $US1 trillion. The reason? The growing belief that the company’s key iPhone product was not down and out.
Read MoreAmazon Blows Away Earnings Expectations
Microsoft may have topped the $US1 trillion valuation level but the real tech star – in fact the real US corporate star remains Amazon which blew past all profit forecasts in an ominous sign for its rivals.
Read MoreHamish Douglass Discusses The Road Forward For Facebook
It has been a turbulent time for Facebook over the past year, to say the very least. But where to now for the ubiquitous social media giant? Magellan Asset Management’s Hamish Douglass gives Informed Investor his thoughts on the subject.
Read More5G Mobile Promises To Connect And Speed Up Everything
But security and political concerns could delay, distort and add costs to its deployment.
Read MoreApple Tempers Outlook As China Sales Stall
Apple’s December quarter results were a little better than expected after the dramatic warning of January 2, but the company’s outlook for the current March three month period fell short of forecasts with a possible shortfall in revenue of up to $US6 billion.
Read MoreTech Giants Set To Dominate US Earnings
Could this be the decisive week for US 4th quarter earnings and perhaps the immediate outlook for the American economy, even though President Trump threw in the towel on the weekend and called off his government funding shutdown?
Read MoreVerizon’s Digital Expansion A Tale Of Value Destruction
American telco, Verizon had dreams of competing with Google, Facebook, Apple and Amazon in the digital powerhouse zone, but failed to turn its two big purchases, AOL and Yahoo into growing businesses.
Read MoreTelstra Tops Rivals In 5G Spectrum Auction
Telstra, Optus and TPG/Vodafone were the winning big bidders in the latest auction of Australia’s new 5G mobile network spectrum which raised $853 million for the federal government.
Read MoreMicrosoft Tops Apple As Most Valuable US Company
At the third attempt in five days, Microsoft has finally regained the mantle as the world’s most valuable company from Apple.
Read MoreMicrosoft Edges Apple As World’s Most Valuable Company
For the second time in as many days, Microsoft has briefly regained the mantle as the world’s most valuable company from Apple.
Read MoreCracking Open Cybersecurity Stocks
From ‘fake ads’ to top-secret governments to SMEs, ASX-listed cyber security providers are tackling the problems in very different ways.
Read MoreFintechs Could Challenge The Business Model Of Savings Banks
Fintechs, especially if big tech gets serious about finance, are likely to peck away over time at the oligopolistic industry structures protecting savings banks due to two key advantages.
Read MoreNo Profit, No Problem For Xero
New Zealand based but ASX-listed accounting software group, Xero continues to run up losses as it builds more sales and subscribers.
Read MoreApple Loses Trillion Dollar Status
Apple is no longer a $US1 trillion company – in fact, at Monday’s close it is now a $US958 billion company – and its rival and brief fellow member of the trillionaire club, Amazon is now just a $US814 billion company.
Read MoreMGM Wireless: Hottest Kid’s Item For Christmas?
On Monday my favourite number one stock – MGM Wireless (MWR) – released two market announcements that continue to reward shareholders and hopefully many of the readers of this column, after I have repeatedly urged all to buy since early this year.
Read MoreApple Shares Continue Slide On Fears Of Peak iPhone
Apple’s market value unofficially fell under the $US1 trillion level in after-hours trading on Friday as investors continued to sell off the stock in the wake of the weak December quarter outlook.
Read MoreApple Outlook Spooks Investors
Now that’s not what the market really wanted to hear from Apple in its Q4 earnings report and outlook for the crucial December shopping period, no real growth in sales and at best a marking time.
Read MoreMixed Results Sees Facebook Shares Whipsaw
Facebook shares swung wildly in after-hours trading Thursday Sydney time after the social media giant reported a mixed set of quarterly figures showing a solid profit, but weaker than expected revenues.
Read MoreInvestors Unplug Kogan As Competition Bites
Shares in the online retailer, Kogan.com slid 33% yesterday after it revealed a sharp fall in sales of global brands in the first quarter of the new financial year.
Read MoreApple Earnings In Focus After Amazon Sinks
Apple’s quarterly results will dominate markets in the US and around the world this week with a lot at stake – including its continuing role as America’s (and the world’s) most valuable listed company, not to mention the impact of the report on fragile investor sentiment.
Read MoreTech Earnings Set To Test Wall St’s Nerve
Don’t rely on the forthcoming tech stocks reports to steady the ship on Wall Street. At best they might force investors to think again if the numbers are above estimates.
Read MoreBrutal October Pushes Dow Into The Red For 2018
October is shaping up to be a brutal month for shares with the S&P falling 8.9% month-to-date, the Dow down 7.1%, and the Nasdaq falling 11.7% since the start of the month.
Read MoreNetflix Smashes Subscriber Growth Expectations
All being well, Wall Street should open solidly overnight Wednesday after Netflix shares soared in after-hours trading on Tuesday after it signed up 40% more subscribers than forecast in the three months to September and quarterly revenue hit a new high.
Read More3 EduTech Focused Microcaps
While not as sexy and almost ubiquitous as FinTech, Education globally is still a huge industry. Here are 3 ASX microcaps which all listed in FY18 and are operating in Edutech.
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