technology

One way to look at NVIDIA is it got lucky with crypto, then AI. But, NVIDIA is leveraging its luck into a game-changing future for tech.

Uncovering hidden gems amidst the sea of opportunities often requires a keen eye for potential change and growth catalysts.

We believe there is plenty investors can take solace from including positive structural trends across credit markets, technology and ESG.

Altium Limited (ASX: ALU) was floated on the ASX in August 1999 at $2.00 per share, and the market bought into the excitement by driving up the share price to $6.70 by...

L1 Capital's Mark Landau takes a value and contrarian approach to the market. These are some of the themes and companies he invests in.

abrdn’s Flavia Cheong shares the opportunities she’s most excited about and why Asia looks attractive right now.

Morningstar has released its Q4 2023 guide to undervalued stocks and there’s a few big hitters in the mix.

Quality is one of the key factors for blue chip company status, but our definitions change. Here's what to look for in future blue chips.

Catch the entire interview with Cota Capital's Bobby Yazdani here.

Are IPO markets back in black? The recent price action for Arm Holdings and Instacart suggests otherwise.

Nvidia demolished analyst earnings expectations for the second quarter. But where to from here?

Mark Arnold shares some stocks that bolstered his team's small-cap growth strategy last financial year and some other consistent performers.

The market is in for a rude awakening, according to Global asset manager Crescat Capital.

Unleashing AI's potential: a deep dive into the most strategic investments for the AI revolution.

Year to date, the technology sector has outperformed resources by over 20% posing the obvious question, has the elastic band now stretched too far? For extra spice,...

The extreme AI-led rally in US Mega-caps has got many wondering if they've missed the boat. The reality is the boat hasn’t been built yet.

While the secular themes driving tech sector growth remain intact, companies will have to balance future investment with profitability.

This article was written by Alex Parker The market conditions facing us today are as complex and uncertain as many investors can remember. After a tough year for most...

There are some common themes across Australia's most-shorted stocks this year - but the outlook may not be as bad as you think.

Higher interest rates are precipitating a default cycle, claiming the tech/crypto-centric Silvergate and Silicon Valley banks in recent days