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Adisyn (ASX:AI1) Graphene Makes Drones Harder to Detect

Big Step in Drone Stealth With Graphene Adisyn (ASX:AI1) has successfully completed an early proof of concept demonstrating that graphene enhanced composite materials can materially reduce a drone’s radar visibility. In laboratory testing, sample materials delivered up to a 20dB reduction in radar reflection, with the team now working to optimise performance toward 30dB. The core objective…

ByCharlie YouldenFebruary 26, 2026

DroneShield (ASX:DRO) $21.7m Europe Deal Lands One Day After Results

Earnings Beat, Then a $21.7m Contract, Momentum Stays Hot DroneShield appears to have timed this very well, announcing a new major contract just one day after releasing its strong earnings result. The company disclosed a A$21.7m European reseller deal, made up of six separate contracts with a combined value of A$21.7m. From a market messaging perspective,…

ByCharlie YouldenFebruary 26, 2026

Nvidia (NASDAQ:NVDA) $216b Revenue, 65% Growth, Still Pushing the Frontier

Rubin Targets 10x Cheaper Inference, That’s the Real Story Nvidia delivered an exceptional quarter and a standout full-year result, which is exactly what you would expect from the biggest company in the world and the clear leader at the frontier of AI. It is remarkable to see how far the business has come over the past…

ByCharlie YouldenFebruary 26, 2026

Seek (ASX:SEK): Down >30% in 2026, but it’s directors think its got upside

Online employment marketplace Seek ( ASX:SEK ) may be formally categorised as ‘Media and Entertainment’ by the ASX, although it is difficult to argue that this company is not a tech company. Two years ago, it seemed to be in the right place at the right time given the state…

ByNick SundichFebruary 26, 2026

This Wall Street firm’s warnings about the impacts of AI disruption sent ripples through markets this week!

Warnings about the impacts of AI disruption have been made, but there was one warning that appeared to have a greater impact on equity markets than most others (at least recently). A blog post published by Wall Street firm Citrini Research, little known prior to the post, was attributed to an 800-point drop in the…

ByNick SundichFebruary 26, 2026

WiseTech Global (ASX:WTC) This Is Not an “AI Jobs Bomb”, It’s M&A Synergies

The Layoffs Are Integration, Not AI Panic Coming across coverage of WiseTech this reporting season, we have seen a lot of dramatic phrasing such as “first AI jobs bomb,” which frames the situation as if this is purely an AI-driven wave of replacement. In our view, those headlines are far more attention-grabbing than they are reflective…

ByCharlie YouldenFebruary 25, 2026

WiseTech Global (ASX:WTC) The e2open Earnings Reality Check And What Comes For FY26

Cheapest Multiple in 5 Years, But the Market Wants Proof WiseTech is a company we have been covering at Stocks Down Under for a while, and we were surprised to see the stock open up today. On the surface, the result was strong. Revenue growth was impressive. But the market also had to digest a materially…

ByCharlie YouldenFebruary 25, 2026

7 ASX Stocks Positioned to Win as Financial Services Battle for Talent Reaches Crisis Point

Australian financial services companies are facing their most acute talent shortage in over a decade. A recent study by the Financial Services Council found that 78% of finance firms cited talent acquisition as their primary operational constraint in 2025, up from 43% just three years earlier. This is not just an HR problem. It is…

ByCharlie YouldenFebruary 25, 2026

The Magnificent Seven Tech Stocks and AI: Are they keeping pace or falling behind the competition? And are investors aware of the reality?

Magnificent Seven Tech Stocks and AI are a fascinating pair. It could give them another 1-2 decades of dominance at the top of the tech world, or it could be their undoing. In other words, they could suffer the fates of the first movers they overtook like Blockbuster, MySpace and even Ask Jeeves. What are the…

ByNick SundichFebruary 25, 2026

Here are 7 AI IPOs set to happen in 2026! Could these companies be the giants of tomorrow?

Let's take a look at AI IPOs set to happen in 2026. Unfortunately, it is unlikely Australia will see too many for a wide variety of reasons including certain market regulations that are unfavourable relative to other markets as well as Australia's productivity slump. Even Australian AI companies may bypass Bridge St for Wall St,…

ByNick SundichFebruary 25, 2026

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Tech Stocks

Adisyn (ASX:AI1) Graphene Makes Drones Harder to Detect

DroneShield (ASX:DRO) $21.7m Europe Deal Lands One Day After Results

Nvidia (NASDAQ:NVDA) $216b Revenue, 65% Growth, Still Pushing the Frontier

Seek (ASX:SEK): Down >30% in 2026, but it’s directors think its got upside

This Wall Street firm’s warnings about the impacts of AI disruption sent ripples through markets this week!

WiseTech Global (ASX:WTC) This Is Not an “AI Jobs Bomb”, It’s M&A Synergies

WiseTech Global (ASX:WTC) The e2open Earnings Reality Check And What Comes For FY26

7 ASX Stocks Positioned to Win as Financial Services Battle for Talent Reaches Crisis Point

The Magnificent Seven Tech Stocks and AI: Are they keeping pace or falling behind the competition? And are investors aware of the reality?

Here are 7 AI IPOs set to happen in 2026! Could these companies be the giants of tomorrow?

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Tech Stocks

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