Market is misinterpreting AI impact on cheap ASX share

SiteMinder ( ASX:SDR) first-half 2026 annual recurring revenue, or ARR, increased 27% in constant currency, driven by a 14% ...

AI is a tailwind for beaten down ASX tech share

WiseTech’s ( ASX: WTC) first-half organic EBITDA grew 7%, driven by 7% organic revenue growth and flat margins. When ...

Chart of the Week: Software selloff creates opportunity for these two stocks

WiseTech’s defence is switching costs and workflow complexity. CargoWise handles a plethora of operations across the chain and retention has exceeded 99% annually since 2013. Leaving does not just ...

4 things to check before you trade an ETF

While the market is technically open 10am to 4pm (AEST), it is recommended to trade between 10.30am-3.30pm, particularly for ETFs. The first and last part of the trading day is when ETFs are most ...

Cheap Narrow Moat ASX share continues to face negative sentiment

AUB Group’s ( ASX: AUB) first-half fiscal 2026 underlying NPAT increased 14% to $90 million. On 7% revenue growth, margins ...

From the desk of the CIO: Disruption in the age of AI

What makes this year different from 2025 is how AI is impacting markets. A sell off in large AI hyperscalers has spread to software companies and more recently to highly profitable service industries.
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PIMCO Diversified Fixed Interest W

In pursuing the Fund’s investment objective, PIMCO applies a wide range of diverse strategies including Duration analysis, Credit analysis, Relative Value analysis, Sector Allocation and Rotation and ...