WiseTech, REA and CAR Look Best Insulated From AI Threat -- Market Talk

Dow Jones

01/07

2253 GMT - WiseTech Global, REA and CAR Group are seen by Jefferies analyst Roger Samuel as the Australian tech and media stocks best insulated from the threat of AI-driven competition. Samuel reckons that software developer WiseTech is protected by factors including the complexity of the logistics industry in which it operates. He writes in a note that News Corp-controlled property advertiser REA has a robust data moat, strong brand, and high loyalty from realtors. He thinks that any AI-driven vehicle advertiser seeking to challenge CAR would need to provide a superior user experience. However, he points out this is an area in which the incumbent consistently innovates. News Corp is the parent company of Dow Jones & Co., publisher of The Wall Street Journal and Dow Jones Newswires. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

January 06, 2026 17:53 ET (22:53 GMT)

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Samuel reckons that software developer WiseTech is protected by factors including the complexity of the logistics industry in which it operates. He writes in a note that <a href=\"https://laohu8.com/S/NWSAL\">News Corp</a>-controlled property advertiser REA has a robust data moat, strong brand, and high loyalty from realtors. He thinks that any AI-driven vehicle advertiser seeking to challenge CAR would need to provide a superior user experience. However, he points out this is an area in which the incumbent consistently innovates. <a href=\"https://laohu8.com/S/NWSLL\">News Corp</a> is the parent company of Dow Jones &amp; Co., publisher of The Wall Street Journal and Dow Jones Newswires. (stuart.condie@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 06, 2026 17:53 ET (22:53 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CAR.AU","symbol_name":"CAR GROUP LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2601684645","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601684645","pubTimestamp":1767739980,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2253 GMT - WiseTech Global, REA and CAR Group are seen by Jefferies analyst Roger Samuel as the Australian tech and media stocks best insulated from the threat of AI-driven competition. Samuel reckons that software developer WiseTech is protected by factors including the complexity of the logistics industry in which it operates. He writes in a note that News Corp-controlled property advertiser REA has a robust data moat, strong brand, and high loyalty from realtors. He thinks that any AI-driven vehicle advertiser seeking to challenge CAR would need to provide a superior user experience. However, he points out this is an area in which the incumbent consistently innovates. News Corp is the parent company of Dow Jones & Co., publisher of The Wall Street Journal and Dow Jones Newswires. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"CAR.AU":"CAR GROUP LTD","BK7016":"应用软件","REA.AU":"REA GROUP LTD","CAR":"安飞士","BK4022":"陆运","WTC.AU":"WISETECH GLOBAL LTD","BK4230":"旅客陆运","BK7503":"科技股","BK7002":"互动媒体与服务"},"translate_title":"WiseTech、REA和CAR看起来最能抵御人工智能威胁——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CAR":1.5,"REA.AU":0.9,"CAR.AU":0.9,"WTC.AU":0.9},"content_text":"2253 GMT - WiseTech Global, REA and CAR Group are seen by Jefferies analyst Roger Samuel as the Australian tech and media stocks best insulated from the threat of AI-driven competition. Samuel reckons that software developer WiseTech is protected by factors including the complexity of the logistics industry in which it operates. He writes in a note that News Corp-controlled property advertiser REA has a robust data moat, strong brand, and high loyalty from realtors. He thinks that any AI-driven vehicle advertiser seeking to challenge CAR would need to provide a superior user experience. However, he points out this is an area in which the incumbent consistently innovates. News Corp is the parent company of Dow Jones & Co., publisher of The Wall Street Journal and Dow Jones Newswires. (stuart.condie@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  January 06, 2026 17:53 ET (22:53 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}