dorsaVi (ASX:DVL) launched its modular hardware platform program to move ReRAM and neuromorphic IP toward commercial use.
Charlie Youlden
AML3D (ASX:AL3) installed its first portable ARCEMY system for Austal USA at the US Navy additive manufacturing centre.
HMC Capital (ASX:HMC) reaffirmed FY26 guidance while simplifying its platform around recurring earnings and high ROE growth.
DigiCo Infrastructure REIT (ASX:DGT) will sell CHI1 for US$750m, cutting gearing and funding its SYD1 data centre expansion.
Q1 Delivers Again, Yet the Cycle May Be Closer to Peak
AMD’s Q1 2026 result adds another data point to what we have already seen across Intel, Nvidia and ASML. Demand is still holding up across the broader semiconductor value chain.
The concern is where we are in the cycle. Hyperscaler capex keeps stretching higher, with…
Retail trading apps have transformed how younger investors interact with the stock market. What once required deliberate research and long-term thinking is now compressed into fast, interactive sessions driven by notifications and real-time data. While this accessibility has clear benefits, it also introduces a less discussed issue – decision fatigue caused by constant engagement. Many…
The Australian digital economy is currently witnessing a significant shift in capital allocation, driven by a consumer base that increasingly demands high-velocity financial interactions. While traditional sectors navigate the complexities of inflation and interest rate fluctuations, the niche of high-engagement digital platforms has quietly become a proving ground for next-generation fintech integration. This intersection of…
Why the cycle persists, decade after decade.
The industry has been cyclical since it began in the 1950s, and that pattern has not gone away.
Based on Morris Moore’s analysis, the gap between major downcycles is usually 3 to 4 years. Demand surges, capacity expands with a lag, and the mismatch creates the swing.
That cycle has…
St George Mining (ASX:SGQ) reported new high grade Araxá drill results, including a 200m stepout that supports resource growth.
Synertec (ASX:SOP) signed a Hitachi Energy MoU to target BESS and microgrid projects across Australia.
