Australian Investors Podcast ASX results: WiseTech soars, NVIDIA surges & WOW’s best day in 30 years
Feb 27, 2026
NVIDIA’s massive revenue jump and the geopolitics around AI chips. WiseTech’s big job cuts, acquisition moves and the shift away from manual coding. Woolworths’ standout trading day and e-commerce strength. A narrow ASX rally with few stocks driving gains. Retail and industrial updates from Domino’s, ARB and Accent Group.
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Episode notes
Geopolitics Caps NVIDIA's China Opportunity
- Geopolitics restricts NVIDIA's addressable market; US export controls limit sales into China despite massive potential demand.
- Hosts note lifting those limits could dramatically increase NVIDIA's already huge revenue base.
WiseTech Cuts Jobs As It Embeds AI
- WiseTech plans to cut 2,000 jobs and shift to AI-first workflows, claiming manual code writing as a core activity is ending.
- The result showed 76% revenue growth (partly from acquisitions) and 95% recurring revenue after switching to usage-based pricing.
Coles 24-Pack Spill Story From Elizabeth Street
- Owen Rask shared an Elizabeth Street Coles story where a ripped 24-pack spilled, illustrating busy urban retail realities.
- He used the tale to segue back into WiseTech and retail automation benefits.
