AI-designed chips, a new self-driving competitor, and Bitcoin becomes legal tender
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreTechnology
China Aiming to Become the New NEVerland
Despite a slippage in total car sales in May, China continues to do its utmost to stimulate sales of what it calls New Energy Vehicles (NEVs), which again surged thanks to government subsidies.
Read MoreRenewed Pressure on Nuix Board with CFO Rumours
More questions for embattled tech stock Nuix with media reports yesterday claiming that Chief Financial Officer Stephen Doyle has left the company under dubious circumstances.
Read MoreMore Tech Wheeling and Dealing
Another bit of corporate action in the listed tech sector – the third in two days – with NBN provider Superloop bidding to buy Australia’s largest independent internet service provider Exetel.
Read MoreMajor Countries Are Pondering Issuing Digital National Currencies
Is a watershed reengineering of money underway? Magellan Asset Management Investment Specialist Michael Collins shares his thoughts on the subject.
Read MoreA Lively Old Day Indeed for the Tech Sector
The local tech sector came alive Monday, with a $5bn move on Altium from American giant Autodesk and a $1.3bn offer from local private equity group BBGH Capital for Hansen Technologies.
Read MoreSemiconductors, Storage and Supply Chains
GAM Investments’ Mark Hawtin believes the semiconductor sector is not fully understood by the market and explains his view that the area can no longer be viewed as a homogenous group.
Read MoreChanging of the Guard as Alphabet Leapfrogs Amazon
Another small but significant changing of the guard on Wall Street on Friday as the market value of Alphabet (Google) overtook that of Amazon for the first time in 16 months.
Read MoreChina’s EV Industry Set for Even Faster Growth
Sherry Qin, a research analyst based in Fidelity’s Shanghai office, runs through China’s EV industry, which she believes could grow even faster than current estimations predict.
Read MoreAcquisitive Spirit Takes on Telco and Tech Incumbents
Spirit Technology Solutions has undergone an acquisition and organic sales-fuelled metamorphosis, selling an array of I.T. and telco add-on services to small to mid-sized businesses and not-for-profit clients.
Read MoreWhen a Stream Becomes a River
By way of follow-up to our story of last week, we take a deeper dive into all of the permutations at play in Amazon’s proposed $US8.45 billion purchase of MGM.
Read MoreSecular Tech Themes Still Intact
Despite the recent rotation toward cyclical stocks, Janus Henderson’s Denny Fish explains why secular-growth companies should remain the main driver of tech earnings over the next several years.
Read MoreGene-edited immune cells fight cancer, robotic hands that can feel, and the first entanglement-based quantum network
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreHalf-Time Score: TechnologyOne, Doubters Nil
Shares in Brisbane-based TechnologyOne saw a small rally yesterday thanks to a sharp rise in interim earnings and a smaller rise in its half-time payout to shareholders.
Read MoreHeart Innovator Anteris Takes on Medical Device Giants
It has been a rocky corporate journey for the ASX-listed Anteris Technologies, but with its revolutionary heart technology Anteris has the ticker to be the next Aussie medical device giant.
Read MoreMusk Becoming the Pied Piper of Crypto Markets
Elon Musk sent the price of Bitcoin higher on Monday afternoon in the US after he tweeted that he had been talking to American miners of bitcoin about sustainability.
Read MoreCashed-Up Laybuy Poised for UK Growth Spurt
It’s been a tough six months for BNPL company Laybuy Group, but a $35 million placement has positioned the company nicely, as Managing Director Gary Rohloff explained to ShareCafe’s Tim McGowen.
Read MoreCrypto Crash
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreChina Becoming Crypto’s Kryptonite
China whacked cryptocurrencies hard again on Friday, but this time the comments were aimed at sector leader Bitcoin and the risks it and its competitors pose to the country’s financial stability.
Read MoreTales from the Cryptoverse
The US Treasury has thrown a major obstacle at cryptocurrencies like Bitcoin by demanding that all transactions of $US10,000 and above have to be reported to the US tax department, the IRS.
Read MoreA Whole New World of Discovery
Only in Hollywood could a deal that sees the creation of a new player out of two existing groups be pictured as a dramatic twist but that’s what we saw this week with the AT&T-Warner Media – Discovery shuffle.
Read MoreCryptos Bit Hard, Chewed Up, and Spat Out
The great crypto rout continues with Bitcoin shedding 30% amid fears that Chinese regulators would intensify a crackdown on financial institutions using digital tokens.
Read MoreGinkgo Comes to Market, NFTs in Gaming, and Wind Gets a Boost
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreESG, Crypto and the Power of Social Media
Fidelity’s Tom Stevenson is back with his regular column, and this time he picks apart the recent comments by Elon Musk and looks at cryptocurrencies in an ESG context.
Read MoreSix Technology Trends Defining the Next Decade
As we kick off 2021, there are six emerging technology trends that are set to define the next decade. ETF Securities has kindly identified them and the roles they will play.
Read MoreApps, Advertising and the Importance of Data Access
GAM Investments’ Mark Hawtin discusses upcoming changes around the way iPhone and iPad users will interact with advertisers and the potential impact on the constantly evolving advertising space.
Read MoreProfits Too Low for Xero in Nervy Market
Despite increasing profit, revenue and subscribers for the year to March, shares in accounting platform Xero got the rough treatment in Thursday’s trading session.
Read MoreThe Catch-22 that Grants Platforms Unique Legal Immunities
But efforts to rein in the US-based CDA section 230 protections pose dilemmas that prevent watershed action. Magellan’s Michael Collins explains why.
Read MoreLocal Tech Stocks Hit Hard after Nasdaq Selloff
The tech sector was routed again on Tuesday after a selloff on Wall Street due to fears about the damage inflation would do to companies like Apple, Facebook, Netflix, Alphabet and Amazon.
Read MoreOther Companies Join Tech Earnings Party
With an economic recovery underway, cyclical-growth stocks are positioned to join secular-growth companies in propelling tech sector earnings higher over the midterm, says Janus Henderson’s Denny Fish.
Read MoreCommodity Update: Battery Material Pricing
Corporate Connect analyst Lawrence Grech provides an update on the market in lithium and other battery materials, as well as what’s being done to address the current microchip shortage.
Read MoreStockholdings at Record Levels, Digital Advertising Booming, and 500 Million Gene-Hacked Mosquitoes Unleashed
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreVerizon Looking to Offload Media Assets
US telco Verizon is looking at getting rid of its media assets including Yahoo and AOL, becoming yet another non-media company taking a massive loss because of its failure in the digital media space.
Read MoreRegulators’ Victory over Big Tech Pyrrhic at Best
The quarterly results from Google’s owner Alphabet underline why local media companies and the Australian government are kidding themselves in claiming a big win over Google and Facebook earlier this year.
Read MoreApple, Facebook Don’t Disappoint
Apple’s and Facebook’s quarterly performances easily topped all expectations as the megatechs continued to demonstrate why they dominate US investor thinking.
Read MoreApple held hostage, Amazon hair salons, and the rise and role of meme stocks
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreMegatechs Keep Making Megabucks
Results from two of the world’s major megatechs – Microsoft and Alphabet – have again underlined who the big winners continue to be in the business world.
Read MoreNot All BNPLs Are Created Equal
What will ultimately separate winners from losers in the BNPL sector is how profitable and durable their business models will be as the market becomes more regulated, increasingly crowded, and more commoditised.
Read MoreCoinbase Cryptomania, LOTR’s Pricey Production, and Google’s Timelapse of Earth
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreReversible CRISPR, Life-Extending Young Blood, and the Rise of Robo-Advisors
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
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