Bravura Solutions (ASX:BVS) lifts FY26 cash EBITDA guidance to A$77m in its third upgrade in nine months, isolating margin from revenue growth.
Tech Stocks
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ASX announcements can sometimes look better than they are just because of one particular phrase. The phrase sounds spectacular so the market reacts, and investors pile in.
But the ASX has a long history of situations where the headline is only half the story. The details are disclosed, the mechanics are explained, and the company has…
Micron (NASDAQ:MU) jumped about 6% to above US$1,000 a share on Thursday and led a broad rebound in chip stocks, alongside gainers like SanDisk and other AI-memory names, after the memory-chip maker unveiled a giant US spending plan. Micron said it will invest more than US$250 billion in American factories and technology through 2035, a…
AMD (NASDAQ:AMD) is having a strong day, jumping about 7% on Thursday as money flooded back into chip stocks. It is a sharp turnaround: just days ago, AMD was sliding as investors dumped semiconductors on fears that AI optimism had gone too far. Now it is one of the market's biggest gainers, alongside Micron and…
Archer Materials (ASX:AXE) closed Q4 FY26 with wafer-scale qubit runs, a A$7m raise and the IonQ deal reshaping its equity story.
Amaero Inc. (ASX:3DA) has restarted titanium powder production after a six-week safety pause, with zero customer cancellations and record Q4 revenue.
Jumbo Interactive (ASX:JIN) has lifted FY26 group EBITDA guidance to A$82m-A$85m as the Dream US acquisition delivers a major upgrade.
Nvidia has been lagging the market and is now cheap as...
Here's a sentence we didn't expect to be writing in 2026: Nvidia (NASDAQ: NVDA) has quietly become one of the cheapest large-cap semiconductor stocks in the United States. Not cheap in the "it fell over" sense. Cheap in the sense that the price you…
The Trillion Dollar Club (i.e. stocks valued at over US$1tn) now boasts 16 members. When Apple became the first to crack the US$1tn mark in 2018, it was a major milestone for global investment markets.
8 years on, there are 16 companies in the trillion dollar club and while the majority are in the US and…
Cognizant (NASDAQ:CTSH) announced a big expansion of its AI partnership with Google Cloud this week, the kind of news that usually sends a stock higher. Instead, the shares fell about 2.4% to near US$43. So why is good news being met with a shrug? The answer reveals the central worry hanging over Cognizant and the…
