Vection Technologies (ASX:VR1) books A$2.3m in new AI orders across five sectors and lands its first A$1.3m ARR security contract.
AI Stocks
Centuria Capital Group (ASX:CNI) launches a A$300m raise at A$2.00 to accelerate ResetData AI Factories and grow its real estate funds platform.
On 16 June, just two trading days after the biggest float in the history of capitalism, SpaceX (NASDAQ: SPCX) printed an intraday high of $225.64. Mark it on your calendar, because there's a decent chance you'll be telling your grandkids about it one day, either as the moment you got in early on the company…
Norwood Systems (ASX:NOR) has signed a £150,000 paid pilot with a major UK telco for its OpenSpan AI voice orchestration platform.
Should you buy SpaceX
SpaceX is becoming one of the most misunderstood IPOs in market history. With a valuation of around US$2.1 trillion and the stock already gaining 19% in the open market, we would caution investors looking to chase SPCX at current levels.
SpaceX reportedly listed at a valuation of US$1.75 trillion, raising more than…
KEY POINTS
Qualcomm (NASDAQ:QCOM) is in talks to buy AI chip startup Tenstorrent for US$8 billion to US$10 billion, well above the roughly US$3.2 billion value it sought last year.
This is still only talk and could change or fall through, so treat it as a signal, not a done deal. …
KEY POINTS
Southern Cross Electrical (ASX:SXE) came back from a trading halt with a rare triple win: new contracts, higher earnings guidance, and a A$150m capital raising.
The new work includes early electrical works at a major Sydney data centre and a three-year deal with Rio Tinto in the Pilbara.
…
SpaceX (NSDQ:SPCX) prices its IPO at US$135 per share, with the orbital AI compute pitch quietly anchoring the valuation case.
Beats Expectations, But the 7% Sell-Off Exposes Bigger Risks
Following our Q3 FY26 report, which flagged the inflection in cloud infrastructure demand, Oracle’s US$553 billion RPO backlog and accelerating capex build-out, Q4 demonstrates an even stronger growth story but with some cautious red flags. Remaining performance obligations (backlog contracts) reached US$638 billion, while Infrastructure-as-a-Service revenue…
X2M Connect (ASX:X2M) signs a five-year partnership with Resi Ventures to manage integrated regional data centre precincts across Australia.
