The tech stocks due a rebound, and what China's AI build-out means for Australia - Switzer

Australia’s tech and resources narrative is framed around a rebound in software stocks and what China’s AI build-out could mean for the country’s physical economy. The Switzer Show discusses how markets punished software “multiple” companies this year and turns to which SaaS names could be due for a reversal. It also examines where AI spending actually flows, arguing the “front end” is digital while the “back end” is physical—leaving implications for Australian resources, data centers and infrastructure. The episode also covers Virgin Australia’s new Business Flyer program, rates on the futures curve and stock calls during the Sept. 21, 2026 broadcast.