Adveritas (ASX:AV1) lifted ARR to A$16.3 million and its SME self-serve platform is converting organically before paid marketing even begins.
AI Stocks
Appen (ASX:APX) has given FY26 revenue guidance of US$270m to US$300m as the AI data turnaround takes hold.
ASX Data Centre Stocks, either pureplays or companies any kind of direct or indirect exposure, have been soaring. NextDC (ASX:NXT) and SKS Technologies (ASX:SKS) have become shorthand for ASX-listed data centre exposure. Both have rerated sharply as investors priced in AI and hyperscale infrastructure demand. For those who missed that move, the question now is…
ASX Stocks Riding the AI Infrastructure Boom
NVIDIA (NASDAQ: NVDA) is the company that makes the powerful computer chips behind almost every AI tool in the world. This week, it reported its biggest quarter ever, with US$81.6 billion in sales, up 85% from a year ago. Most of that money came from selling chips to…
Vection Technologies (ASX:VR1) books A$1.1m in fresh defence and Algho AI orders, lifting its cumulative Defence Programme to roughly A$30.6m.
Why we think Sandisk is a downgrade rating to a sell
What if SanDisk is closer to the semiconductor peak cycle than the market currently thinks?
That is the key risk investors need to consider when thinking about joining the euphoria AI memory trade.
Memory cycles inherently have a long history of hurting investors when…
Delivers 85% Growth, But the Market Still Shrugs
Is Nvidia now priced for perfection?
Each quarter, we cover Nvidia because it has become the foundation of the AI trade. It is the company investors look to for the clearest read on where AI demand, data centre spending and semiconductor growth are heading.
Nvidia is not…
Bond Yields Are the Real Threat to the AI Boom
For two years, artificial intelligence has been the engine of global markets. Chipmakers, data-centre operators and anything with an "AI" label have driven indices to record after record. But over the past week, the mood has shifted. The cause isn't a problem with AI itself.…
DorsaVi (ASX:DVL) has cleared one of the biggest technical hurdles facing its 22nm ReRAM program to date.
The company has developed three different recipes for its ReRAM memory cells, known in the semiconductor industry as memory stacks. All three have now passed the tests required for integration inside a standard commercial manufacturing process.
For investors,…
It has been nearly a week that we've had time to digest the CGT Changes on ETFs. Yes, you read correct: after months of thought that any CGT changes could be only on real estate, it is being extended to all asset classes.
There has been a lot of hysteria about the changes. We don't use…
