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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 Sundich13 hours ago

Xero investors think AI is threatening the company, but Xero’s FY26 results say otherwise!

Xero investors have been pondering their company's FY26 result this morning, a result at an interesting moment for the company. For much of the past year, Xero has been forced to counter a persistent narrative that generative AI will make accounting platforms (including itself) obsolete. Xero has not been in denial about AI, but has…

ByNick Sundich13 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 Youlden15 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 Kennis16 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 Sundich18 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 Kennis1 day ago

XERO (ASX:XRO) The Stock Fell 8%, But Is the Market Missing the Turnaround?

Xero (ASX:XRO) fell 8% after FY26 results as Melio weighed on margins, but organic growth and US revenue still support the turnaround case.

ByCharlie Youlden1 day ago

Megaport (ASX:MP1) up 27% A$254m of AI contracts and Latitude.sh starts paying

Megaport (ASX:MP1) has secured A$254m of AI compute, network and storage contracts through Latitude.sh, adding A$90.6m of ARR with a two-year payback.

ByCharlie Youlden2 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

Michael Burry Thinks The AI Boom Is Another Dot Com Bubble And Investors Are Sleepwalking To Disaster

Earlier this week, famous investor Michael Burry declared that the US equity market had "jumped the shark," drawing explicit parallels to the final stages of the 1999–2000 dot-com bubble. His warning is consistent with several objective valuation and sentiment indicators that suggest stretched multiples and deteriorating consumer fundamentals. Whether or not a crash is imminent, his…

ByNick Sundich3 days ago