November 2024
- Analysis
- Nvidia
Nvidia’s ‘godfather’ struggles to keep markets excited about AI miracles
The sharemarket simply shrugged as the company’s chief executive, Jensen Huang, unveiled more eye-watering earnings numbers.
- Paul Smith
- Analysis
- Analysis
Why Amazon was the big tech AI winner this earnings season
Alphabet, Meta, Apple and Microsoft were sold off after their artificial intelligence-laden results calls, but the online retailer had a better story to tell.
- Paul Smith
October 2024
- Analysis
- Earnings season
Reality check: The VR dream costing Meta tens of billions of dollars
Mark Zuckerberg is deep in his mission to convince people he’s cool. But his company’s earnings call showed it is not just him in the midst of an identity crisis.
- Amelia McGuire
Alphabet delivers earnings beat but investors wary of AI hit on Google
Sundar Pichai, the chief executive of the world’s second-largest technology company, says the search engine giant can move quickly to respond.
- Amelia McGuire
- Analysis
- Opinion
These new ‘AI agents’ could change white-collar workforce
A “groundbreaking” development means bots can now work computers like a human, leading people to question whether office workers could be replaced.
- Paul Smith
- Analysis
- Tesla
Musk says it is ‘blindingly obvious’ autonomous cars are Tesla’s future
Elon Musk remains obsessed with plans to deliver self-driving “Cybercabs” and robots instead of traditional electric vehicles, and Tesla’s shares have surged.
- Amelia McGuire
August 2024
- Analysis
- Analysis
Why Nvidia, Apple and OpenAI need to strike a big deal
Microsoft has long been a major investor in the ChatGPT maker, now the two biggest companies in the world look like jumping on board, and OpenAI needs them.
- Paul Smith
- Analysis
- Earnings season
Nvidia’s fall shows ‘just great’ isn’t good enough any more
On the surface everything was rosy in Nvidia’s market-shifting earnings call, so why have investors headed for the door?
- Updated
- Paul Smith
- Analysis
- Analysis
Cool or dystopian? Google launches AI-powered phones
The tech giant has launched a new range of AI-packed phones, earbuds and watches. Here’s what they will do (if you really want them to).
- Paul Smith
- Analysis
Google is a monopolist, but the egg can’t be unscrambled
The company paid tens of billions of dollars to become the world’s dominant search engine. Even Microsoft couldn’t compete.
- Nick Bonyhady
- Analysis
- Earnings season
The AI delusion says ‘we’re all going to get rich quick’
That sum is the staggering gap between what tech companies are making from selling artificial intelligence and the likely costs of running it.
- Nick Bonyhady
July 2024
- Analysis
- Analysis
Investors aren’t buying Google’s AI future – yet
The search giant’s parent, Alphabet, produced solid earnings, but shareholders are tiring of claims about future magic without answers to important questions.
- Paul Smith
- Analysis
Mark Zuckerberg shows he is, like a teen, desperate to be cool
The man who has everything is still stung by criticism and anxious for validation online, proving his critics right about Meta’s effects on mental health.
- Nick Bonyhady
May 2024
- Analysis
- Analysis
Tesla slashes jobs in Australian charging team
The company’s global cuts have come to Australia, with staff laid off and at least one charger location cancelled.
- Nick Bonyhady
April 2024
- Analysis
- AI
Is this one word the shortcut to detecting AI-written work?
The word ‘delve’ has taken off in medical research papers, but the Aussie academic behind the finding says using AI is nothing to be ashamed of.
- Nick Bonyhady
- Analysis
- Analysis
‘AI honeymoon is over’, Canva co-founder declares
Just two years after the last technology bubble burst, investors shouldn’t mistake AI tools that look like magic for a business model that is.
- Nick Bonyhady
March 2024
- Analysis
- TikTok
Why a TikTok ban could finally become a reality
A bipartisan group of US politicians, with White House backing, have introduced a bill to force TikTok’s Chinese parent company to sell or face a ban.
- Nick Bonyhady
- Analysis
- AI
Black George Washington? Google shows pitfalls of ‘woke’ AI
Google’s chief executive, Sundar Pichai, apologised after his company’s AI tool inserted people of diverse backgrounds into requests for historical images.
- Nick Bonyhady
February 2024
- Analysis
- AI
Nvidia proves it’s the weapons dealer for the AI age
Nvidia’s shares surged in extended trading after its latest results and its next quarter revenue outlook exceeded Wall Street’s already high expectations.
- Updated
- Nick Bonyhady
- Analysis
- Analysis
Chips aren’t down: The star of 2023’s big three tech IPOs emerges
Arm Holdings soared 20 per cent after its earnings, with its post-IPO performance alongside Instacart and Klaviyo giving food for thought ahead of Canva’s IPO.
- Nick Bonyhady