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Semiconductor stocks

Nanoveu (ASX:NVU) is buying Spinoff Robotics, investors are excited, and rightly so!

Nanoveu’s announcement today that it will acquire Spinoff Robotics saw shares rise over 20% this morning. Clearly investors think the acquisition marks a decisive shift in the company’s trajectory...and they're right. For several years, Nanoveu has been known primarily for its semiconductor work through EMASS, its visualisation technologies and its materials science portfolio. The acquisition of…

ByNick Sundich18 hours ago

Cerebras Systems (NSDQ:CBRS): One of the biggest tech IPOs ever debuts at $350 with a OpenAI $20b deal to boot!

Cerebras Systems (NASDAQ:CBRS) surged on debut after pricing at $185, opening at $350 and landing a major OpenAI AI infrastructure deal.

ByCharlie Youlden20 hours ago

US Markets Overnight: Cisco walks into the AI bar like it owns the place

US Markets Overnight reminded us of the dot com party in 1999 If you'd told the average punter back in January that the stock to lead an AI-driven, record-breaking session on the S&P 500 and Nasdaq would be the one Aussie investors mostly remember from the dot com era, you'd have copped a polite chuckle…

ByMarc Kennis21 hours ago

Applied Materials (NDQ:AMAT): The Quiet Backbone of the AI Revolution

We write a lot about semiconductor stocks, but little about Applied Materials and we thought it was time for that to change. After all, Applied Materials is the world's largest supplier of the equipment used to manufacture semiconductors, and one of the most structurally well-positioned companies in the global AI supply chain. Its investment case rests…

ByNick Sundich23 hours ago

Don’t mention the C word: Are semiconductor valuations ripe for a … tumble?

Valuation vertigo and flashbacks to 2000 The Philadelphia Semiconductor Index, better known as the SOX, hit 12,000 points on 13 May 2026. Year-to-date, the index is up roughly 69%. The top ten performers in the Nasdaq have more than doubled year-to-date! SanDisk is up 558% in 2026 alone. Yours truly sat through that earlier episode, watching…

ByMarc Kennis2 days ago

Here’s Why Qualcomm (NYSE:QCOM), Nvidia, and Micron Shares Fell Today

Qualcomm, Nvidia and Micron shares fell as hotter US CPI data, rising bond yields and profit taking pressured semiconductor stocks.

ByCharlie Youlden3 days ago

Archer Materials (ASX:AXE) 2026 qubit target shifts toward wafer scale manufacturing

Archer Materials (ASX:AXE) remains on track for a 2026 working qubit while shifting toward wafer scale manufacturing.

ByCharlie Youlden4 days ago

4DS Memory (ASX: 4DS): A Second Life at 60nm in India

We've been following 4DS Memory for a very long time, and for most of that journey it has been a story of heartbreak. The company's dream, bringing its proprietary Interface Switching ReRAM technology to sub-20nm advanced process nodes, ran aground not once, but twice. After years of platform lots, etching problems, manufacturing setbacks at imec…

ByMarc Kennis4 days ago

Weebit Nano In 2026: Gearing up for the royalty gold rush

Weebit Nano in 2026 has something it has never had before: the balance‑sheet strength, commercial momentum and engineering depth to scale Resistive RAM (ReRAM) into a global licensing business. The company has raised A$87m through an institutional placement, with a further A$15m available via the Share Purchase Plan. On a fully subscribed basis, the pro‑forma…

ByNick Sundich4 days ago

Adisyn (ASX:AI1) hits 29c target as Raval MOU opens defence upside

Adisyn (ASX:AI1) subsidiary 2D Radar signs MOU with Raval, a €201m-revenue Israeli manufacturer, to develop graphene stealth drone components on serial production machines from day one.

ByCharlie Youlden5 days ago