Intel (NSDQ:INTC) jumped 24.5% after a clean Q1 beat, but Foundry losses remain the central test for the turnaround.
Tech Stocks
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X2M Connect (ASX:X2M) has 500,000 connected devices and a A$600m customer market as it pushes toward SaaS and cash flow.
Weebit Nano (ASX:WBT) has two customer chips using its ReRAM technology, moving the royalty pathway closer to reality.
DUG Technology (ASX:DUG) grew Q3 revenue 35%, lifted EBITDA 49% and moved into net cash as software and HPC revenue scaled.
DorsaVi (ASX:DVL) holds two IP acquisitions in ReRAM and neuromorphic AI. We value the stock at A$0.22 per share and outline the key milestones for a re-rate.
Celestica (NYSE:CLS) posted 53% revenue growth and a record 8% margin in Q1 2026, but the stock fell 14% as AI momentum cools. Here is what investors need to know.
Codan (ASX:CDA) expects FY26 EBIT of A$235m and NPAT of A$170m, both up over 60%, as defence SDR demand and Minelab’s gold price tailwind push earnings above prior guidance.
Adisyn (ASX:AI1) delivers two graphene breakthroughs in Q3 FY26, including semiconductor-grade ALD graphene and a 20dB radar reduction proof-of-concept, backed by a Regal and Meitav cornerstoned A$14m raise.
The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…
Megaport Lands Major AI Infrastructure Contract
Megaport (ASX:MP1) shares touched A$9.73 during a 9% intraday rally on Monday before closing up 5% at A$9.34 after the company landed a major new contract through its Latitude.sh business. The three-year deal is worth A$35.4m and comes from a fast-growing US tech company that builds tools for enterprise…
