Tech, Telco Valuations Seem Tied to AI Impacts -- Market Talk

Dow Jones

03/06

The best-performing Australian tech and telecommunications stocks belong to those companies showing that they are using AI to lower costs or raise revenues, Macquarie analysts say. They point out that enterprise-software provider Technology One, logistics-software developer WiseTech Global and telecommunications operator Telstra are the only companies to see their market capitalizations rise on the announcement of their most recent financial results. Every other stock they cover fell, they write in a note. It seems clear to them that, for stocks to re-rate, companies must prove that they their risk of AI disruption is limited and that AI can provide economic value. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

March 05, 2026 18:30 ET (23:30 GMT)

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They point out that enterprise-software provider <a href=\"https://laohu8.com/S/TNE.AU\">Technology One</a>, logistics-software developer WiseTech Global and telecommunications operator Telstra are the only companies to see their market capitalizations rise on the announcement of their most recent financial results. Every other stock they cover fell, they write in a note. It seems clear to them that, for stocks to re-rate, companies must prove that they their risk of AI disruption is limited and that AI can provide economic value. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"TLS.AU":"TELSTRA GROUP LTD","BK7042":"综合电信业务","TNE.AU":"TECHNOLOGY ONE LTD","BK7016":"应用软件","WTC.AU":"WISETECH GLOBAL LTD","BK7503":"科技股","BK7511":"ESG概念"},"translate_title":"科技、电信公司的估值似乎与人工智能的影响有关——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TNE.AU":0.9,"TLS.AU":0.9,"WTC.AU":0.9},"content_text":"The best-performing Australian tech and telecommunications stocks belong to those companies showing that they are using AI to lower costs or raise revenues, Macquarie analysts say. They point out that enterprise-software provider Technology One, logistics-software developer WiseTech Global and telecommunications operator Telstra are the only companies to see their market capitalizations rise on the announcement of their most recent financial results. Every other stock they cover fell, they write in a note. It seems clear to them that, for stocks to re-rate, companies must prove that they their risk of AI disruption is limited and that AI can provide economic value. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 05, 2026 18:30 ET (23:30 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":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}