Anti-tech focus gives way to tariff trashing
The AI witch hunt eased up this week but the rotation out of tech into non-tech has been the dominant driver for some weeks. But it raises the question: how long will anti-tech forces prevail?
Switzer on Saturday, 21 February 2026
Thursday Edition, 19 February 2026
Boom, Doom, Zoom! | 19 Feb 2026: Results season surprises all around!
Results season throws up surprises across the board. The ASX is powering ahead, but the market is rotating fast!
AI-led falls create buying opportunities in these stocks
There’s value emerging in REA Group and CAR Group as long-term bets.
“HOT” stock: Pilbara Minerals (PLS)
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains that Pilbara Minerals (PLS) now appears to be expanding out of its recent price contraction, which means that it should rally from here and go on to make new highs above $5.
Questions of the Week (19 February 2026)
Is the US market now underperforming the rest of the world? Should I be looking at ETFs other than IHVV? If Stokes and his partner are now offering $32.75 for BlueScope, why are the shares trading under $30? How did the brokers react to BHP’s profit report? Is there a single source where dividend amounts, dates and franking advice is easily available?
Questions of the Week (19 February 2026)
Is the US market now underperforming the rest of the world? Should I be looking at ETFs other than IHVV? If Stokes and his partner are now offering $32.75 for BlueScope, why are the shares trading under $30? How did the brokers react to BHP’s profit report? Is there a single source where dividend amounts, dates and franking advice is easily available?
Monday Edition, 16 February 2026
Are these stocks the buys of the century?
Hedge funds and other short sellers have had a picnic dumping any stock where AI could possibly threaten the underlying business. But are we seeing a hijacking of great businesses by market 'terrorists' that we could make money out of?
Can it get any worse for CSL?
Are bad times behind this leading global biotechnology company founded in Australia in 1916?
“HOT” stock: Breville Group (BRG)
In our “HOT” stock column today, Raymond Chan, Adviser & Head of Asian Desk, explains why Morgans maintains its BUY rating for Breville Group (BRG).
3 potential medical device stars
Here are three promising (though not yet profitable and speculative) companies trying to emulate that success of medical device companies such as Cochlear and RedMed.
Buy, Hold, Sell: What the brokers say (16 February 2026)
For the week ending Friday, February 13, 2026, FNArena tracked 31 upgrades and 12 downgrades for ASX-listed companies from brokers monitored daily.
Switzer Investing TV 16/02/26 | What top stock pickers are buying in this chaotic market
On this week’s Switzer Investing TV, Peter Switzer speaks with Jun Bei Liu of Ten Cap and Paul Rickard about how they would position portfolios.
Switzer on Saturday, 14 February 2026
This is where you remember who you are
It was another crazy week when speculation continued about how good businesses could be attacked by AI-driven rivals.
Thursday Edition, 12 February 2026
Contrarian opportunities for tech bargain hunters
While Artificial Intelligence fears may drive software-as-a-service stocks below their real worth, index investing can still play a role.
“HOT” stock: Orica (ORI)
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains in more detail why he believes that ORI is just undergoing a healthy consolidation and is ready to move higher again.