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Investors are scrambling to assess whether China's DeepSeek kills demand for Nvidia's GPUs and the AI stock bull market.

Exploring implications of a forced divestiture of Google's ad tech business amid EC & DoJ antitrust complaints.

They say bad things come in threes. For this tech giant, the unholy trinity comprises rising interest rates, a slowing economy, and fewer advertising dollars being...

One of our TEN13 deal team, Lachlan Duffy, kicks off a two-part series on global technology talent flows in our borderless tech world. In Part 1, Lachlan looks into...

The US stock market is increasingly driven by a handful of stocks, while at the same time, it is "struggle street" for many Nasdaq-listed shares. As concerns...

Some the world’s largest technology companies are under intense scrutiny for their immense market power, data privacy concerns, supply chain management and...

The big investment themes of ‘best value’ or ‘high growth’ can overshadow the immediate point of concentrated investing - to make gains over time. Bob Desmond,...

While Alphabet is primarily known for the Google search box that allows us to find any information on the internet quickly and simply, it is the immense data...

Lendlease (ASX: LLC) is one of the most compelling opportunities on the ASX today. While all the attention has been on the company's (now sold) engineering business,...

The diagram below, showing the traditional newspaper value chain, is from the ACCC’s Digital Platforms Inquiry Report. It illustrates the control traditional print...

Unless you've been living under a rock or happened to be searching for this article on Facebook (too soon?), you probably know about the Australian government's...

2020 was a year of shocking, frustrating, and sometimes thrilling firsts. The first global pandemic in a lifetime. The first time a company hit $2 trillion. The first...

Several trends in technology have accelerated as both corporations and consumers adapt to a new world in the wake of the COVID-19 pandemic. We discuss five trends that...

People don’t visa their lunch. They pay for it with a credit card. Teenagers don’t McDonald's a hamburger. They eat one. Someone doesn’t coca-cola a drink. Nobody says...

A 500-bagger like Microsoft of 20 years ago; the 800-times growth of Fortescue during the Aussie mining boom; Facebook and Google unicorns: investors holding out for...

Global network provider Megaport (ASX:MP1) has been a key beneficiary of the shift to working from home, connecting organisations to the cloud, getting an extra kick...

Markets have rebounded strongly from their March lows, despite entering one of the deepest economic downturns in history. But that’s not the whole story. We have...

Spotting the next diamond in the rough is every investor's dream. After all, a start-up with blue sky opportunity and the prospects of year-on-year growth would be...

As part of their 2004 IPO registration statement, the founders of Google (now Alphabet - NASDAQ: GOOGL), Sergey Brin and Larry Page, included an Owner’s Manual...

In our latest update, we’ll discuss our ongoing investment and thesis around Infrastructure as a Service (IaaS) within the cloud computing market. We're going to...