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AI Stocks

Infratil (ASX:IFT) Surges 12% After CDC Lands Australia’s Biggest-Ever 555MW Data Centre Deal

Infratil Jumps After 555MW CDC Data Centre Deal Infratil (ASX:IFT) surged more than 12% today to multi-year highs after its 49.7%-owned data centre business, CDC, signed the largest data centre contract in Australia's history, a 555-megawatt, 30-year deal with a US investment-grade customer. The scale is hard to overstate. This single contract equals around 40…

ByUjjwal Maheshwari5 hours ago

Decidr AI Industries (ASX:DAI) A$15m raise funds agentic AI expansion push

Decidr AI Industries (ASX:DAI) raised A$15m to fund Sugarwork productisation, agentic AI expansion and sovereign compute plans.

ByCharlie Youlden9 hours ago

dorsaVi (ASX:DVL) sub 1mW hardware platform moves ultra edge thesis forward

dorsaVi (ASX:DVL) launched its modular hardware platform program to move ReRAM and neuromorphic IP toward commercial use.

ByCharlie Youlden9 hours ago

Which Semiconductor Stocks Survive the Cycle, and Which Ones Get Crushed

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…

ByCharlie Youlden1 day ago

X2M Connect (ASX:X2M) 500,000 devices, A$600m market and SaaS pivot

X2M Connect (ASX:X2M) has 500,000 connected devices and a A$600m customer market as it pushes toward SaaS and cash flow.

ByCharlie Youlden2 days ago

Weebit Nano (ASX:WBT) Q3 shows the royalty model taking shape

Royalty revenue moves closer after Q3 Weebit Nano is one of our favourite stocks and one we have been covering with Pitt Street Research for eight years. Weebit is now close to a major shift in where value is created. Royalty revenue is moving onto the horizon, and we think royalties could represent 20–30% of business…

ByCharlie YouldenMay 1, 2026

Nanoveu (ASX:NVU) 16nm chip enters TSMC fabrication, A$7.5m raise funds the validation push

Design completion is not the milestone that moves a semiconductor company from interesting to credible. Fabrication entry is. Nanoveu (ASX:NVU) crossed that line in the March quarter, with its subsidiary EMASS completing tape-out of the 16nm ECS-DoT chip and commencing fabrication at TSMC. That is a materially different stage of development from the 22nm commercial…

ByCharlie YouldenApril 30, 2026

DorsaVi (ASX:DVL) Ultra Edge AI Could Unlock a Re-Rate Toward Our Base Valuation

DorsaVi (ASX:DVL) holds two IP acquisitions in ReRAM and neuromorphic AI. We value the stock at A$0.22 per share and outline the key milestones for a re-rate.

ByCharlie YouldenApril 29, 2026

Celestica (NYSE:CLS) The AI Infrastructure Winner No One Wanted This Quarter

Celestica (NYSE:CLS) posted 53% revenue growth and a record 8% margin in Q1 2026, but the stock fell 14% as AI momentum cools. Here is what investors need to know.

ByCharlie YouldenApril 29, 2026

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…

ByNick SundichApril 28, 2026

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AI Stocks

Infratil (ASX:IFT) Surges 12% After CDC Lands Australia’s Biggest-Ever 555MW Data Centre Deal

Decidr AI Industries (ASX:DAI) A$15m raise funds agentic AI expansion push

dorsaVi (ASX:DVL) sub 1mW hardware platform moves ultra edge thesis forward

Which Semiconductor Stocks Survive the Cycle, and Which Ones Get Crushed

X2M Connect (ASX:X2M) 500,000 devices, A$600m market and SaaS pivot

Weebit Nano (ASX:WBT) Q3 shows the royalty model taking shape

Nanoveu (ASX:NVU) 16nm chip enters TSMC fabrication, A$7.5m raise funds the validation push

DorsaVi (ASX:DVL) Ultra Edge AI Could Unlock a Re-Rate Toward Our Base Valuation

Celestica (NYSE:CLS) The AI Infrastructure Winner No One Wanted This Quarter

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

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AI Stocks

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