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Showing 11 - 20 of 301 results for "Google"

FEATURE: Hyped up

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... H100 GPUs. J.P. Morgan Asset Management portfolio manager of US equity Eric Ghernati says companies like AWS, Microsoft, Google, Oracle and Meta are spending big on GenAI - but with minimal ROI - and it's reminiscent of the Dotcom era. Collectively ...

Stockbroking faces 'perception problem'

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... particularly around the profession of stockbroking. Morgans Financial chief executive John Clifford said just a simple Google search of the term "stockbroker" will elicit photos of men on Wall Street and images of Leonardo DiCaprio in The Wolf of Wall ...

Super funds covet more global equities: Research

KARREN VERGARA  |  MONDAY, 19 MAY 2025
... tech would hold a particular appeal for super funds." Super funds are underweight in five out of the seven Mag-7 stocks. Google and Amazon are the exceptions being overweight 14bps and 32bps respectively. In other asset classes, cash (-86bps) was the ...

Global X to launch AI infrastructure ETF

KARREN VERGARA  |  THURSDAY, 24 APR 2025
... US$2 trillion by 2030," Leung said. "While we are familiar with mega cap semiconductor and software names like Nvidia, Google and Microsoft, AI infrastructure companies represent an untapped growth area which will continue to expand alongside AI technologies. ...

Monetary policy not the only game in town: Brian Redican

ANDREW MCKEAN  |  TUESDAY, 25 FEB 2025
... investment in artificial intelligence. He pointed to Meta's planned $65 billion in capital expenditure over the next year and Google's $75 billion, noting that with their "massive cash reserves," they don't need to borrow to fund these investments. This ...

Australian Ethical 'cautious' on valuations

ELIZA BAVIN  |  THURSDAY, 23 JAN 2025
... looking back, AI was definitely the star of the show, delivering huge gains for companies like NVIDIA, Microsoft, Alphabet (Google) and Meta platforms leading the AI revolution," it said. "While we continue to remain cautious on valuations - we don't ...

Where to invest when local equities look expensive

ANDREW MCKEAN  |  MONDAY, 20 JAN 2025
... capitalisation. "We think the outperformance is mostly behind us, and only two of the Magnificent Seven - Alphabet, parent of Google, and Microsoft - screen as undervalued. But 'value' stocks - stable, mature businesses, with low debt levels and solid ...

Bitcoin now 7th largest global asset

ELIZA BAVIN  |  TUESDAY, 14 JAN 2025
... the top seven largest assets in the world, joining the ranks of gold and tech giants NVIDIA, Apple, Microsoft, Alphabet (Google), and Amazon. "This is a remarkable milestone that is even more impressive considering Bitcoin's relative youth - just over ...

'No alternative': ESSSuper sues Iress

JAMIE WILLIAMSON  |  MONDAY, 11 NOV 2024
... administration costs in the 2023-2024 financial year, and $7.8 million the previous year. ESSSuper has copped a beating in its Google reviews in the last two years, with many poor reviews citing the administrative issues, disruptions and delays in accessing ...

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI  |  WEDNESDAY, 6 NOV 2024
... TikTok, Instagram, Youtube and LinkedIn. It will also feature in relevant podcasts and embedded on certain searches on Google. Milnes said the FAAA stays committed to elevating the profession and will continue to advocate for the financial wellbeing ...