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

Like
Comment
Favorite

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

Dow Jones01-07

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)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2601684645?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-07 06:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2601684645","market":"us","top_or_hot":-1,"title":"WiseTech, REA and CAR Look Best Insulated From AI Threat -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  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 <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>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>WiseTech, REA and CAR Look Best Insulated From AI Threat -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWiseTech, REA and CAR Look Best Insulated From AI Threat -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-07 06:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  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 <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":"BK7503","symbol_name":"科技股","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":{"BK7503":"科技股","BK4230":"旅客陆运","BK7002":"互动媒体与服务","CAR":"安飞士","BK7016":"应用软件","WTC.AU":"WISETECH GLOBAL LTD","BK4022":"陆运","REA.AU":"REA GROUP LTD","CAR.AU":"CAR GROUP LTD"},"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.AU":0.9,"REA.AU":0.9,"CAR":1.5,"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"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}