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Tech giants plan USD $650 billion AI investment surge

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Amazon, Microsoft, Meta and Alphabet eye USD $650 billion AI splurge for 2026, stirring investor unease over margins and cloud growth.
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Agentic AI upends SaaS models & sparks valuation shock

Last week
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Agentic AI is shredding seat-based SaaS models, sparking a wave of ‘zombie’ vendors, valuation shocks and leaner, AI-native rivals.
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Anthropic plugins accelerate the shift to AI agents

Last week
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Anthropic adds Claude plugins to Cowork, fuelling investor fears that agent-style AI could undermine traditional seat-based software.
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Fortinet lifts outlook as SASE growth, USD $1bn buyback

Last week
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Fortinet lifts share buyback by USD $1 billion after double-digit 2025 revenue and billings growth driven by SASE and security operations.
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CapitaLand Ascendas REIT lifts income as portfolio grows

Last week
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CapitaLand Ascendas REIT posts higher income and an 8.6% rise in portfolio value to SGD $18.2 billion, despite lower payout per unit.
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AliveNow crafts interactive ‘Born To Trade’ hub

Last week
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AliveNow builds interactive ‘Born To Trade’ hub for FYERS, blending personalised videos and a daily quiz to drive repeat trader engagement.
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Explainer: AI and consulting debate history and impact

Last week
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Industry voices are divided on whether AI will diminish consulting roles or augment them by shifting the nature of the work.
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Blue Cloud deploys AI video system at Telangana clinic

Last month
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Blue Cloud rolls out AI video analytics at a Telangana dialysis centre, integrating patient ID, workflow tracking and safety monitoring.
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LG hits record 2025 sales as tariffs & EV slowdown bite

Last month
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LG posts record 2025 revenue of AUD 88.6 trillion but operating profit slips on U.S. tariffs, EV slowdown and one-off restructuring costs.
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CMC Invest data shows ETFs, Bitcoin lead retail trades

Last month
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CMC Invest data shows Australian retail traders stayed net buyers in 2025, with ETFs dominating turnover and Bitcoin cracking the top 10.
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Blackpearl ARR jumps 114pc to NZD $23.7m, eyes NZD $30m

Last month
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Blackpearl ARR surges 114pc to NZD $23.7m in record quarter, as data-led platform strategy puts NZD $30m target firmly in sight.
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Big banks back AI while keeping core software in place

Last month
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Big banks and AI leaders signal they will layer new AI tools on top of, not instead of, core enterprise software systems.
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Moomoo hosts expert 2026 market outlook for ANZ traders

Last month
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Moomoo assembles top strategists for a free 2026 outlook webinar, dissecting AI, commodities, US volatility and regional market plays.
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Mphasis lifts Q3 revenue as AI deals top USD $428m

Last month
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Mphasis Q3 revenue rises on AI-led projects as it secures new deals worth USD $428m, boosting growth despite flat sequential profit.
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FTSE AIM-100 firms lag on AI, with only 1% truly ready

Last month
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Only 1% of FTSE AIM-100 firms have AI embedded in core operations, as poor data governance and weak strategy stall wider adoption.
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CFOs step up investor relations as AI tools reshape IR

Last month
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CFOs are devoting more time to investors as AI accelerates research, driving faster, higher-volume engagement and tighter response demands.
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Beyond Insights symposium spotlights megatrends, discipline

Last month
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Beyond Insights’ Kuala Lumpur symposium draws record hybrid turnout, urging Malaysian retail investors to act on megatrends with discipline.
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US company Bourns tries to take over New Zealand chip maker Rakon

Last month
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US firm Bourns launches NZD $356m bid for loss‑making Rakon, offering NZD $1.55 a share and locking up 41% of the chip maker’s stock.
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CommScope becomes Vistance after cable sale to Amphenol

Last month
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CommScope rebrands as Vistance Networks after selling its cable arm to Amphenol, pledging debt repayment and at least USD $10 a share dividend.
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Singapore investors bullish on markets, wary at home

Last month
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Singapore retail investors back the global bull run into 2026 even as confidence at home in jobs, economy and living costs erodes.