The new ‘Cola wars’: Why Microsoft really launched its search war against Google

why Microsoft launched its search war against Google and how it is using AI-enabled search tools as an attack weapon

Microsoft’s recent launch of AI-powered Bing search engine and Edge web browser could be about much more than just web search. This move could be a way of forcing Google owner Alphabet to help accelerate the proliferation of AI, which would potentially benefit Microsoft which can sell more of the cloud computing and enterprise software that power AI.

Whitepaper: Why reports of tech’s death are greatly exaggerated

IS tech dead?

After the 2022 tech crash, many investors have written the sector off. But in our new whitepaper we outline how the tech sector is about to enter a new phase of growth and dominance, fuelled by innovation and AI. And that has thrown up some remarkable opportunities to buy tech winners that will deliver superior long-term compound returns.

Why R&D masks earnings & value in today’s mega-techs

why tech stocks are NOT overvalued

– Andrew Macken   In the eyes of many investors, today’s mega-techs – Amazon, Microsoft and Alphabet, for example – are way overvalued. A cursory glance at the valuations of the North American majors suggests they are more expensive, say, than most of the big non-financial ASX-listed companies. You need to pay a higher multiple […]