Twitter, Snap Deliver the Goods
Generally it’s the megatechs that gather all the publicity but on Thursday two of the lesser lights – Twitter and Snap – stepped up to the plate and whacked a couple of home runs.
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Four Mini Bytes from the Tech Sector
Four Australian techs had varying experiences in yesterday’s ASX trading session, with releases from hummgroup, Empired, Altium and Data #3 receiving the gamut of responses from traders.
Read MoreInvestors Should Confront the Dark Side of Tech
Investors need to look deeper and challenge unethical and unsustainable practices across the tech industry, argue Louise Piffaut and Charles Devereux from Aviva Investors.
Read MoreMagellan Minutes: Is Society Going Cashless?
The move towards a cashless society continues apace, but does this mean the end to physical cash as we know it? Magellan’s Dom Giuliano tackles this and other issues from the sector.
Read MoreAuto Dinosaurs Anything but Extinct
Ford, GM (and Chrysler) are on the road to a new, green future, and doing so in the manner of future tech – with batteries, EVs and all sorts of other shiny objects that make money.
Read MoreElectric Vehicles Are the Next Revolution in Automobiles
Electric Vehicles are the next revolution in automobiles, but Magellan’s Michael Collins believes problems need to be overcome to hasten the switch and cement the climate benefits.
Read MoreOptical deep-learning, a potential grid-scale battery tipping point, and Chinese cybersecurity regulations
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreFinding Investable Disruptors in an Innovation Swarm
Many businesses say they’re innovation leaders. But how can equity investors tell which hold truly disruptive powers that translate into sustainable growth and paths to long-term profitability?
Read MoreMagellan Minutes: Technology Sector Update
Netflix and Alibaba: Are they still attractive investments? Ryan Joyce from Magellan Asset Management gives his thoughts on these and other technology sector matters.
Read MoreNews of Office Raid Triggers Selloff in Nuix
Shares in troubled tech stock Nuix slid nearly 2% yesterday on the news that Australian Federal Police had raided the company’s offices as part of a criminal investigation.
Read MoreCancer vaccines, streaming market share, and the $1bn crypto-trading startup
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreGM’s Electric Pivot Goes into Overdrive
General Motors this week accelerated its already ambitious Electric Vehicle and battery plans, highlighting just how quickly Australia is being left behind in the renewables and EV sectors.
Read MoreTime to Top Up on Tech?
Alex Holmes from BetaShares reflects on how the growth / value rotation has played out and in particular how U.S. growth stocks have performed so far during 2020.
Read MoreLords of Dogtown Cut and Run
Much-hyped US startup Lordstown Motors has lost its CEO and CFO only days after the company warned that it may not be a going concern without a major wedge of new capital.
Read MoreAI-designed chips, a new self-driving competitor, and Bitcoin becomes legal tender
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreChina Aiming to Become the New NEVerland
Despite a slippage in total car sales in May, China continues to do its utmost to stimulate sales of what it calls New Energy Vehicles (NEVs), which again surged thanks to government subsidies.
Read MoreRenewed Pressure on Nuix Board with CFO Rumours
More questions for embattled tech stock Nuix with media reports yesterday claiming that Chief Financial Officer Stephen Doyle has left the company under dubious circumstances.
Read MoreMore Tech Wheeling and Dealing
Another bit of corporate action in the listed tech sector – the third in two days – with NBN provider Superloop bidding to buy Australia’s largest independent internet service provider Exetel.
Read MoreMajor Countries Are Pondering Issuing Digital National Currencies
Is a watershed reengineering of money underway? Magellan Asset Management Investment Specialist Michael Collins shares his thoughts on the subject.
Read MoreA Lively Old Day Indeed for the Tech Sector
The local tech sector came alive Monday, with a $5bn move on Altium from American giant Autodesk and a $1.3bn offer from local private equity group BBGH Capital for Hansen Technologies.
Read MoreSemiconductors, Storage and Supply Chains
GAM Investments’ Mark Hawtin believes the semiconductor sector is not fully understood by the market and explains his view that the area can no longer be viewed as a homogenous group.
Read MoreChanging of the Guard as Alphabet Leapfrogs Amazon
Another small but significant changing of the guard on Wall Street on Friday as the market value of Alphabet (Google) overtook that of Amazon for the first time in 16 months.
Read MoreChina’s EV Industry Set for Even Faster Growth
Sherry Qin, a research analyst based in Fidelity’s Shanghai office, runs through China’s EV industry, which she believes could grow even faster than current estimations predict.
Read MoreAcquisitive Spirit Takes on Telco and Tech Incumbents
Spirit Technology Solutions has undergone an acquisition and organic sales-fuelled metamorphosis, selling an array of I.T. and telco add-on services to small to mid-sized businesses and not-for-profit clients.
Read MoreWhen a Stream Becomes a River
By way of follow-up to our story of last week, we take a deeper dive into all of the permutations at play in Amazon’s proposed $US8.45 billion purchase of MGM.
Read MoreSecular Tech Themes Still Intact
Despite the recent rotation toward cyclical stocks, Janus Henderson’s Denny Fish explains why secular-growth companies should remain the main driver of tech earnings over the next several years.
Read MoreGene-edited immune cells fight cancer, robotic hands that can feel, and the first entanglement-based quantum network
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreHalf-Time Score: TechnologyOne, Doubters Nil
Shares in Brisbane-based TechnologyOne saw a small rally yesterday thanks to a sharp rise in interim earnings and a smaller rise in its half-time payout to shareholders.
Read MoreHeart Innovator Anteris Takes on Medical Device Giants
It has been a rocky corporate journey for the ASX-listed Anteris Technologies, but with its revolutionary heart technology Anteris has the ticker to be the next Aussie medical device giant.
Read MoreMusk Becoming the Pied Piper of Crypto Markets
Elon Musk sent the price of Bitcoin higher on Monday afternoon in the US after he tweeted that he had been talking to American miners of bitcoin about sustainability.
Read MoreCashed-Up Laybuy Poised for UK Growth Spurt
It’s been a tough six months for BNPL company Laybuy Group, but a $35 million placement has positioned the company nicely, as Managing Director Gary Rohloff explained to ShareCafe’s Tim McGowen.
Read MoreCrypto Crash
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreChina Becoming Crypto’s Kryptonite
China whacked cryptocurrencies hard again on Friday, but this time the comments were aimed at sector leader Bitcoin and the risks it and its competitors pose to the country’s financial stability.
Read MoreTales from the Cryptoverse
The US Treasury has thrown a major obstacle at cryptocurrencies like Bitcoin by demanding that all transactions of $US10,000 and above have to be reported to the US tax department, the IRS.
Read MoreA Whole New World of Discovery
Only in Hollywood could a deal that sees the creation of a new player out of two existing groups be pictured as a dramatic twist but that’s what we saw this week with the AT&T-Warner Media – Discovery shuffle.
Read MoreCryptos Bit Hard, Chewed Up, and Spat Out
The great crypto rout continues with Bitcoin shedding 30% amid fears that Chinese regulators would intensify a crackdown on financial institutions using digital tokens.
Read MoreGinkgo Comes to Market, NFTs in Gaming, and Wind Gets a Boost
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreESG, Crypto and the Power of Social Media
Fidelity’s Tom Stevenson is back with his regular column, and this time he picks apart the recent comments by Elon Musk and looks at cryptocurrencies in an ESG context.
Read MoreSix Technology Trends Defining the Next Decade
As we kick off 2021, there are six emerging technology trends that are set to define the next decade. ETF Securities has kindly identified them and the roles they will play.
Read MoreApps, Advertising and the Importance of Data Access
GAM Investments’ Mark Hawtin discusses upcoming changes around the way iPhone and iPad users will interact with advertisers and the potential impact on the constantly evolving advertising space.
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