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AI Stocks

Broadcom (NASDQ:AVGO) Why We Still Rate This AI Infrastructure Leader a Buy

Why Its Custom Silicon Moat Still Supports a Buy Rating There is one important point investors need to understand about Broadcom. At its core, the company is effectively two businesses combined into one platform. It is both a leading semiconductor designer and a major enterprise software company. With Broadcom shares pulling back to around US$395,…

ByCharlie YouldenJune 10, 2026

dorsaVi (ASX:DVL) licenses NTU Singapore robotics IP for SGD$290k

dorsaVi (ASX:DVL) has licensed two robotics IP assets from NTU Singapore, completing its claim to a full vertically integrated robotics intelligence stack.

ByCharlie YouldenJune 10, 2026

Investors in Firmus and other data centre stocks can’t sweep sustainability under the carpet forever

Imagine now investors in Firmus are feeling right now. Waiting to cash out on their investment? Waiting for even more growth? Concerned about whether or not Firmus can cope with demands for compute capacity as well as anti-data centre NIMBYs? We doubt many would affirm the third of those questions, but they should be. It true…

ByNick SundichJune 10, 2026

OpenAI Files for a Trillion-Dollar IPO: The AI Stocks Australian Investors Can Buy Right Now

KEY POINTS OpenAI has filed confidentially for a stock market float that could value it at up to US$1 trillion, just days after rival Anthropic filed too. Both filings are confidential, so the real revenue and profit numbers stay hidden until a public prospectus comes out later. You cannot buy these companies…

ByUjjwal MaheshwariJune 9, 2026

Adisyn (ASX:AI1) Graphene Breakthrough Shows Why Repeatability Could Unlock the Next Re-Rate

Adisyn (ASX:AI1) has quickly become one of the hottest AI-related names on the ASX. After surging more than 300%, the share price has since pulled back and now sits around A$0.175. The re-rate was driven by a sharp increase in momentum across the business. Adisyn raised A$14 million through a placement led by Regal…

ByCharlie YouldenJune 9, 2026

Cerebras (NASDAQ: CBRS) Debut Says AI Chip Trade Isn’t Over: What It Means for ASX

KEY POINTS AI chip stocks sold off hard late last week amid AI spending jitters, but the move looks overdone, and the sector rebounded on Monday. Cerebras (NASDAQ: CBRS), a fast-growing Nvidia rival, jumped more than 20% on Monday as analysts began coverage with buy ratings. It recently turned a net profit,…

ByUjjwal MaheshwariJune 9, 2026

Could AI Help Australia’s Stagflation Problem, Or Just Continue to Mask It?

Australia’s economy is stuck in stagflation - yes we believe it is; but economists are wondering could AI help Australia and its economy with this? Or will it just mask the problem? Currently the economy has weak productivity, sticky inflation and a structural slowdown that has pushed the country toward a stagflation‑like posture. You could argue…

ByNick SundichJune 9, 2026

Why Did Stocks Crash on a Strong Jobs Report? The US$1 Trillion AI Selloff Explained

KEY POINTS US jobs growth came in much stronger than expected (172,000 vs about 85,000 forecasted), wiping out hopes of near-term Federal Reserve rate cuts. Higher rate expectations hit richly valued growth stocks hardest, especially AI and chip names. Nvidia (NASDAQ: NVDA), Micron (NASDAQ: MU) and Marvell (NASDAQ: MRVL) all fell as…

ByUjjwal MaheshwariJune 6, 2026

Broadcom stock chart showing 13% plunge as investors rotate out of AI chip stocks

Broadcom Plunges 13% Despite a Record Quarter: Has the Great AI Rotation Begun?

Key Points: Broadcom (NASDAQ: AVGO) closed down about 13% even after a record quarter that beat profit forecasts, because its AI revenue outlook was strong but not the blowout the market had priced in. The result itself was good (record revenue, AI chip sales up 143%), but the stock had run about 40%…

ByUjjwal MaheshwariJune 5, 2026

Megaport (ASX:MP1) Surges 11% as Investors Pour A$518m Into Its AI Cloud Bet, Despite the AI Selloff

KEY POINTS Megaport (ASX: MP1) rose about 11% on 5 June 2026 to around A$18.48, after spiking as much as 27% to a record A$21.16 intraday before fading. The company raised about A$518 million from big investors, with nearly all (99%) taking part. A second offer for everyday shareholders opens on 11…

ByUjjwal MaheshwariJune 5, 2026

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AI Stocks

Broadcom (NASDQ:AVGO) Why We Still Rate This AI Infrastructure Leader a Buy

dorsaVi (ASX:DVL) licenses NTU Singapore robotics IP for SGD$290k

Investors in Firmus and other data centre stocks can’t sweep sustainability under the carpet forever

OpenAI Files for a Trillion-Dollar IPO: The AI Stocks Australian Investors Can Buy Right Now

Adisyn (ASX:AI1) Graphene Breakthrough Shows Why Repeatability Could Unlock the Next Re-Rate

Cerebras (NASDAQ: CBRS) Debut Says AI Chip Trade Isn’t Over: What It Means for ASX

Could AI Help Australia’s Stagflation Problem, Or Just Continue to Mask It?

Why Did Stocks Crash on a Strong Jobs Report? The US$1 Trillion AI Selloff Explained

Broadcom Plunges 13% Despite a Record Quarter: Has the Great AI Rotation Begun?

Megaport (ASX:MP1) Surges 11% as Investors Pour A$518m Into Its AI Cloud Bet, Despite the AI Selloff

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