Where is value on offer in the great AI selloff?

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Where is value on offer in the great AI selloff?

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An extra dose of uncertainty has been woven into this reporting season, with a wide swathe of stocks, particularly Software as a Service (SaaS) sold off on concerns that AI will disrupt their businesses. In this podcast IML large cap portfolio manager, Daniel Moore, discusses the stocks where he thinks the falls are fair, versus those where he sees value on offer.

Daniel also covers:

What big Aussie companies are telling him on AI disruption and white-collar redundancies
Where investors are turning, and why, as they sell off SaaS
How exposed IML’s large cap portfolios are to technology stocks
Which resources stocks he likes and what he thinks of gold’s recent run

Recorded on 23 February 2026 DR 77479

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