AI

As investors pile into AI, Alvia’s Chris Scarpato is running for the hills and building an anti-AI playbook. Here’s why.

The SaaSpocalypse has created a compelling hunting ground. We think Readytech is worth 2-4x the current price, and a likely takeover target.

The question is no longer whether AI will disrupt software. It is which businesses are genuinely at risk and which are mispriced.

AI usage, judged using the Indeed Hiring Labs measure of job ads, has accelerated, but the take-up among companies is narrowly based.

After a trip to the US, Morgan Stanley analysts have downgraded targets on the ASX's popular tech names thanks to a predictable culprit.

Rising geopolitical risks and AI momentum are reshaping markets. Morgans outlines where it sees its highest-conviction opportunities.

How Ophir is viewing AI disruption and our framework for finding the companies set to benefit.

For investors trying to make sense of AI, software disruption, and shifting market leadership.

Global X's Billy Leung says infrastructure is the crucial next leg in the AI supercycle and where investors can find the most opportunity.

If 2025 was the year of the AI leaders, then 2026 has started off as the year of the AI scare story.