Insights

InvestorDaily Morningstar’s chief US market strategist says he is beginning to see signs of the 1990s tech bubble appearing as established companies pivot to AI brands. “There’s the old saying that history may not necessarily repeat itself, but it sure does rhyme – and I’m starting to see some echoes of the 1990s tech bubble,” […]

InvestorDaily The investment firm has cut price targets by an average of 20 per cent across its Australian software and tech coverage following a US trip, citing AI-driven coding disruption risk. Morgan Stanley has lowered its ASX tech and software price targets by an average of 20 per cent, warning that much of the market is still priced […]

InvestorDaily JBWere has appointed an advice executive from Morgan Stanley as Andrew Bird moves to UBS, as well as a head of advice for NSW and the ACT. Daniel Walsh will join as an advice executive from June 2026 while Ben Smoker will take up the state leadership role in May. Walsh joins from Morgan Stanley where he […]

InvestorDaily Wall Street giant Goldman Sachs has filed for its first Bitcoin ETF, just one week after Morgan Stanley entered the digital investment space with its own Bitcoin ETF, which attracted US$100 million within its first six days. According to the US SEC filing, the Goldman Sachs Bitcoin Premium ETF seeks to invest at least […]

InvestorDaily Funding for Australia’s startup ecosystem has kicked off its strongest year since 2022, with $1.8 billion raised in the first quarter of 2026 – up 63 per cent year-on-year – but the rebound is highly concentrated, with AI-first and AI-enabled companies accounting for more than half of all deals. According to Cut Through Venture’s […]

InvestorDaily As copper closes in on record highs this week, ETF Shares chief investment officer David Tuckwell has said tight supply and surging demand are reinforcing the metal’s long-term case and supporting BHP’s copper-led pivot. Copper has surged above US$14,000 a tonne this week, edging close to its January record high of US$14,500 as markets largely […]