big tech

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

Its valuation is unappealing and it’s extremely top-heavy. If these variables revert to historical means, investors will sustain losses.

OpenAI's leadership shakeup: CEO Altman out, Twitch's Shear in, amid Microsoft's strategic moves and employee upheaval.

Market returns have been dominated by the tech sector, and Atrium's Brendan Paul believes this concentration risk is an opportunity.

TikTok has changed the consumer experience forever with a hyper-personalised discovery experience that can beat the US incumbents.

The cyclical nature of cloud spend is a positive signal, demonstrating the flexible and scalable nature of cloud computing.

How do you gain exposure to artificial intelligence without taking on unnecessary risk?

Introduction In 2012, Amazon Web Services (AWS) held its first cloud computing focused global customer and partner re:Invent conference in Las Vegas, drawing 5,000...

Just like the end of a calendar year, July is a time for reflection for investors. I've seen FY21/22 already been described as a year of "all pain and no gain" - a...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

In this three-part interview series with portfolio manager Bob Desmond we first talked about Claremont’s outlook and strategy. We then ran the tape back a year and...

Uncertainty. Headwinds. Volatility. Every minute of 'now' seems to chafe for investors, or burn outright. With inflation on the rise, the Russia-Ukraine war...

Markets have been rough so far this year. The Dow Jones is on its worst losing streak since the Great Depression. Brent crude oil has been swimming above US$100/barrel...

Investing is the antithesis of easy - picking up companies with strong balance sheets or attractively priced stocks is only one-half of the job. The combination of...

The growth trade has undoubtedly been the best trade over the last two years. Tesla is up over  1,400% in the last five years. FAANG stocks have become a go-to...