big tech

For years a few megacaps drove the market. In 2026 small caps are winning in every sector, and big tech's own spending is funding it

The World’s Next Operating System

We're looking at other themes to invest in and see no rush to re-enter the market.

The Dotcom bubble was manufactured by the US investment banks and wirehouses. The political conditions that allowed it have disappeared.

Vihari Ross from Antipodes and James Tsinidis from Munro Partners run the ruler over five tech monoliths - do they still stack up?

Amazon, Google, and Microsoft’s latest earnings reveal AI’s growing impact on cloud, ads, and software, as Big Tech races for AI dominance.

In July/August 2007 the ASX 200 plunged 12%. Bear Stearns had just liquidated two of its hedge funds. They had exposure to ‘collateralised debt obligations’. The...

Some of the major players are beginning to slow. Is this the start of a new broadening trend?

Nvidia is just doing Nvidia things, adding over $129 billion in market cap in after hours after delivering another bumper quarterly result.

It’s a new year. The Australian Open has been played & won. It’s time to refocus on the road ahead- 5 key opportunities we see for 2024