×
Skip to content
ShareCafe

  • Home
  • Shares
  • Advice
  • Wealth
    • Wealth Home
    • Product Profiles
  • Property
  • Video
  • Contributors
  • Community
  • About us
  • Facebook
  • Twitter
  • YouTube
  • RSS
Main Menu

Technology

Funds / Markets / Technology

Disruption in 2021 and Beyond

January 26, 2021January 26, 2021 - by GAM Investments

As part of the inaugural edition of ‘The Disruptive Strategist’, an in-depth and thoughtful assessment of the investment universe, GAM Investments’ Mark Hawtin and the disruptive growth team considered disruptive trends for 2021 and beyond.

Read More
Markets / Technology

Earnings Round-Up: Big Tech Under the Microscope

January 24, 2021January 24, 2021 - by Glenn Dyer

Apple, Microsoft, Tesla and Facebook lead the way this week and they’ll need to keep investors convinced that the 4th quarter earnings season won’t be as bad as first thought.

Read More
Markets / Technology

Huge Week for Netflix as Shares Touch Record High

January 22, 2021January 22, 2021 - by Glenn Dyer

Netflix shares are heading for a weekly gain of more than 15% as investors realised that for now it has won the streaming video battle with its myriad rivals led by Disney.

Read More
Markets / Technology

Netflix Tops 200m Global Subscribers, Share Price Jumps

January 20, 2021January 20, 2021 - by Glenn Dyer

Netflix announced a big beat on subscriber numbers which topped 200 million globally for the first time, pushing the company’s shares more than 11% higher in after-hours trading. 

Read More
Funds / Markets / Technology

The Pivotal Fight between China and the US is Over the Microchip

January 15, 2021January 15, 2021 - by Michael Collins

The campaign for dominance in semiconductors could hurt both countries.

Read More
Funds / Markets / Technology

Lithium and the Clean Energy Revolution

January 15, 2021January 15, 2021 - by Janus Henderson Investors

Darko Kuzmanovic, Portfolio Manager in the Janus Henderson Global Natural Resources team, discusses the impact of the clean energy transition on the outlook for lithium.

Read More
Markets / Technology

Stage Set For Facebook Break-Up After FTC, US States Launch “Critically Important” Case

December 10, 2020 - by Glenn Dyer

Legislation in the Australian parliament that might get Facebook and Google to pay some small amounts to local media companies has been overtaken in importance for the social media giants, especially Facebook, by news of a massive anti-trust lawsuit filed in an American court late Wednesday.

Read More
Markets / Technology

Innovation Wrap: Psychedelic Medicine, Stripe’s Carbon-Removal Efforts, Infinite Billie

December 7, 2020December 7, 2020 - by Thomas Rice

Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.

Read More
Markets / Technology

Buffett Set For Payday On Billion-Dollar Tech Bet

December 7, 2020December 6, 2020 - by Glenn Dyer

Warren Buffett’s Berkshire Hathaway is looking at a $US1 billion-plus paper profit from its investment in a hot tech listing in September.

Read More
Shares / Technology

Kogan Heads Across The Ditch With Might Ape Acquisition

December 4, 2020December 3, 2020 - by Glenn Dyer

Online retailer Kogan has paid $122 million for a New Zealand based gaming and technology-focused website called Mighty Ape. It’s Kogan’s second deal this year and much larger than the $4.4 million it paid for the retailer, Matt Blatt in May.

Read More
Shares / Technology

Zero-Coupon No Problem As Xero Upsizes Buyback

November 26, 2020November 25, 2020 - by Glenn Dyer

Xero shares might dropped sharply yesterday in the wake of news of a massive new fundraising, but that measure was actually a major vote of confidence in the rapidly growing software giant.

Read More
Shares / Technology

Higher Dividend As Technology One Programs Path Through Pandemic

November 25, 2020November 24, 2020 - by Glenn Dyer

Enterprise software provider TechnologyOne has survived the pandemic, reporting a 4% rise in revenues for the year to September 30 to $299 million and an 8% rise in net profit to $62.9 million.

Read More
Technology

Innovation Wrap: I See Fake People, CRISPR Vs Cancer, Robots In Construction

November 23, 2020 - by Thomas Rice

Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.

Read More
Funds / Technology

Tech-ing a Global View

November 18, 2020 - by BlackRock - iShares Australia

The Covid-19 pandemic has spurred adoption of new modes of work within businesses. Already prevalent across industries, technological advancements have been further accelerated.

Read More
Markets / Technology

Innovation Wrap: Hyperloop Progress, Upcoming IPOs, Lab-Grown Collagen

November 18, 2020November 18, 2020 - by Thomas Rice

Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.

Read More
Funds / Technology

Disruptive Tech: It Is Better to Travel than to Arrive

November 13, 2020November 13, 2020 - by GAM Investments

GAM Investments’ Mark Hawtin foresees a move away from the very largest tech names and instead a focus on the next generation of winners.

Read More
Markets / Technology

US Tech Earnings Report Card: Apple, Amazon, Alphabet, Facebook & Twitter

October 30, 2020 - by Glenn Dyer

A solid report card from the megatechs driving the US stockmarket but the market reaction was mixed as investors considered the figures from Apple, Amazon, Alphabet (Google), Facebook, and Twitter.

Read More
Markets / Technology

Big Tech Dominates Huge Week Of US Earnings

October 26, 2020October 25, 2020 - by Glenn Dyer

Friday morning just after 7am Australian time looms as the most important time for markets in quite a while. That’s when megatechs Apple, Amazon, Alphabet, eBay, Twitter, and Facebook are due to release their September quarterly reports.

Read More
Technology

Innovation Wrap: Cell-Based Meat, AI Less-Than-One-Shot Learning, Gene Therapy & Autism

October 22, 2020October 22, 2020 - by Thomas Rice

Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.

Read More
Markets / Technology

US Lawmakers Push For Breakup Of Big Tech

October 7, 2020October 8, 2020 - by Glenn Dyer

Shares of Amazon.com, Google parent Alphabet, Facebook, and Apple fell Tuesday as a report emerged that a US House subcommittee that has investigated anticompetitive business practices for more than a year would recommend splitting them up and limiting the scope of their future acquisitions.

Read More
Technology

Innovation Wrap: Regenerating Skin, A Potential Digital Ad Bubble, NVIDIA’s Omniverse

October 7, 2020October 7, 2020 - by Thomas Rice

Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.

Read More
Markets / Technology

Tesla Battery Day – World Domination…Eventually

September 25, 2020September 25, 2020 - by Di Brookman

Corporate Connect research analyst Di Brookman provides a review of Telsa’s Battery Day. Pioneered by Elon Musk the company has ambitious targets that it hopes to achieve through a combination of superior design, manufacturing, and supply chain management.

Read More
Technology

Innovation Wrap: Microsoft Levels Up, Traders Try AR, llumina Seeks The Grail

September 23, 2020September 23, 2020 - by Thomas Rice

Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.

Read More
Markets / Technology

Apple Shares Enter Correction Territory As Gloss Comes Off Big Tech

September 21, 2020September 21, 2020 - by Glenn Dyer

Quietly, there’s no longer a $US2 trillion company listed on Wall Street, and all that chatter about Apple and the mega techs has gone silent as the evolving sell-off in tech stocks crunches the top end of the market.

Read More
Markets / Technology

Tech Wobbles Send Wall St Lower Over The Week

September 21, 2020 - by Glenn Dyer

The continuing weakness in major tech stocks dragged Wall Street lower on Friday, setting up another nervy week for investors. US technology shares sold off for the third day in a row, while all three major US indexes posted a third straight week of declines.

Read More
Markets / Shares / Technology

Will Tesla Signal The Death Of The Internal Combustion Engine At Battery Day?

September 17, 2020September 17, 2020 - by Di Brookman

Corporate Connect research analyst Di Brookman takes us on the EV Journey, explains why all eyes and ears are poised for Tesla Battery Day, and how truly exciting times might be ahead for the sector.

Read More
Markets / Technology

BofA Survey Warns On “The Most Crowded Trade” In The Market

September 17, 2020September 17, 2020 - by Glenn Dyer

According to the latest Bank of America’s fund manager survey, 80% of the 234 respondents reckon the Megatech sector is too crowded – in fact, they say its “the most crowded trade” ever in the market.

Read More
Technology

Innovation Wrap: Combatting Muscle Atrophy, IPOs, Giving Robots A Sense Of Touch

September 14, 2020September 14, 2020 - by Thomas Rice

Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.

Read More
Markets / Technology

What To Expect From Apple’s “Time Flies” Event

September 14, 2020September 13, 2020 - by Glenn Dyer

Apple moves into the spotlight this week – not for the benefits or otherwise of the four for one share split last week, but for the annual reveal session for some of its key products.

Read More
Technology

Innovation Wrap: Microscopic Robots, Asteroid Mining, A Flurry Of IPOs

August 31, 2020August 31, 2020 - by Thomas Rice

Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.

Read More
Markets / Technology

Apple Becomes First Company To Top $2 Trillion Market Cap

August 20, 2020 - by Glenn Dyer

Gee, that didn’t last long. Apple briefly became a $US2 trillion company on Wall Street on Wednesday.

Read More
Technology

Innovation Wrap: App Store Battle Royale, A Cinema Shakeup, Enhancing Language-Learning

August 17, 2020August 17, 2020 - by Thomas Rice

Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.

Read More
Markets / Technology

Overnight: Nasdaq Clocks New High

August 4, 2020 - by Greg Peel

M&A moves for Microsoft and Apple had all three US indices on the rise last night. Dow up 236.

Read More
Technology

Innovation Wrap: Kodak Finds New Life, NASA Searches For Life, Intel Struggles With Life

August 3, 2020August 3, 2020 - by Thomas Rice

Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.

Read More
Markets / Technology

Overnight: Tech Domination

July 31, 2020July 31, 2020 - by Greg Peel

Weak economic data had Wall Street heading south but for Big Tech names, which after the bell have blown away earnings forecasts. Dow down -225.

Read More
Markets / Technology

Immune To Virus: Big Tech Delivers On Earnings

July 31, 2020 - by Glenn Dyer

Early futures trading shows Nasdaq will open tonight on Wall Street up more than 2% as the big four tech giants, Apple, Amazon, Alphabet (Google) and Facebook reported solid or spectacularly good June quarter results.

Read More
Markets / Technology

Earnings From Tech Titans Set To Test Nasdaq Strength

July 27, 2020July 27, 2020 - by Glenn Dyer

With tech valuations still stretched against the background of climbing COVID-19 infection rates, all eyes this week will be on quarterly reports and guidance from Apple, Amazon, Facebook, and Alphabet.

Read More
Technology

Innovation Wrap: AI, Oxygen’s Impact On Cognitive Function, Disney Veteran Joins Virgin Galactic

July 21, 2020August 3, 2020 - by Thomas Rice

Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.

Read More
Markets / Technology

Investors Switch Off Netflix Shares After Global Growth Stalls

July 17, 2020 - by Glenn Dyer

The small crack in the level of confidence in the Megatech sector widened on Thursday when streaming video giant revealed a sharp fall in its forecast for new subscribers in the September quarter.

Read More
Markets / Technology

Zooming In On The Streaming Boom

July 15, 2020July 15, 2020 - by Glenn Dyer

In the space of four or five months, Zoom has gone from just another tech stock with a video product similar to offerings from bigger companies like Microsoft, Apple, and Google, to the market leader and standard to which the others are now compared.

Read More

Posts navigation

1 2 … 4 Next
  • COVID Resurgence Drags South Korean GDP to 20-Year Low
  • Disruption in 2021 and Beyond
  • Jan 2021 Australian Market Outlook: Ride Those Cyclicals
  • Asian Shares Fall on Monetary Moves, Regulatory Rumblings
  • A Bumpy and Uncertain Road to Recovery
  • Bega Now Big Cheese in Oz Food & Beverage Sector
  • Ampol Deal Looking Less Likely as Canadians Weigh Options
  • Dividend Yields Expected to Increase in 2021

Subscribe to ShareCafe

The daily resource for hands-on investors. Market insights and investment ideas delivered free to your inbox.

Copyright 2020 Informed Investor Pty Ltd ABN 42 162 871 589. All rights reserved.
No portion of this website maybe reproduced, copied or in any way released without written permission.
Share Cafe is a Corporate Authorised Representative (001283561) of PacReef Asset Management Pty Ltd who holds an Australian Financial Services Licence (Number: 488045)

Terms of Service | Financial Services Guide | Privacy Policy | Contact | Advertise

DOWNLOAD RESEARCH REPORT

And a Door Opens Wide

Antisense Therapeutics’ lead drug sits at the nexus of two areas of drug development that are starting to grow dramatically in importance. One relates to its mode of action and the other to the type of drug it is. Combine that with management who know the drug very well and strong results in a trial in a horrible disease afflicting children, and you have the basis for true value creation.

SMSFBrokerFinancial AdviserRetail Investor

Please prove you are human by selecting the Heart.


DOWNLOAD RESEARCH REPORT

Fit for tough times; prepared for coal’s upswing

Terracom has counter-cyclically placed itself in a position to improve efficiency and margins plus pursue organic mine growth. Cashflows will further swell once currently depressed coal prices rebound. These assets appear undervalued compared to our Base Case $0.27/share NPV valuation of TER. TER has upside on management’s record of delivering new projects from currently controlled development assets and/or by opportunistically securing acquisitions.

SMSFBrokerFinancial AdviserRetail Investor

Please prove you are human by selecting the Cup.

DOWNLOAD RESEARCH REPORT

A Laser-Like Focus on Adding Value

Since August 1st, Kazia Therapeutics has announced US Food & Drug Administration fast track status for one program & orphan drug and rare paediatric disease designation for another, while finishing the period by announcing a new trial for its cancer drug, paxalisib. Over the next nine months investors are likely to see six data readouts from five programs. How fast can a company go?

SMSFBrokerFinancial AdviserRetail Investor

Please prove you are human by selecting the House.