technology stocks

The investment bank offers a guide to navigating the AI boom's next phase as investors weigh growth prospects against high expectations.

AI factories, token demand and circular financing: we revisit Firmus less than a year on and ask whether the returns actually stack up.

Kerry Sun's chart shows ASX software stocks are stirring. Ben Clark and Henry Jennings explain why Microsoft's results could add momentum.

These companies created more than US$20 trillion in shareholder wealth - roughly 10 times the size of Australia’s economy.

AI didn't kill ASX SaaS stocks – it killed the multiples investors would pay for them. That distinction could make or break your portfolio.

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

Shares in 360 are ~67% lower than 5 months ago, in our opinion due to three reasons. Written by Reece Frith, Blackwattle Large Cap Team

With investors fearing a “SaaSpocalypse”, Liu explains why she’s backing two businesses with structural demand and durable moats.

Over periods up to 10 years, tech doesn’t reliably outperform coal, gas and oil – and over longer terms tech usually underperforms energy.

U.S. tech earnings season has turned ugly. ETF Shares’ David Tuckwell reviews the key results and explains what investors should focus on.