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The ASX AI Infrastructure Boom Is Real: 5 Data Centre Stocks Riding the Wave

5 ASX Data Centre Stocks Riding the AI Infrastructure Boom The past 24 hours have made one thing clear. The ASX data centre boom is no longer about future demand. It is happening right now, in real contracts and real money. DigiCo Infrastructure REIT (ASX:DGT) jumped 23% on Wednesday after selling its Chicago facility for…

ByUjjwal MaheshwariMay 7, 2026

Powerhouse Ventures (ASX:PVL) An Overlooked Deep Tech Platform Ripe for a Rerate

A hidden deep tech portfolio with a free option on growth Powerhouse Ventures (ASX:PVL) is an A$18.6 million deep tech portfolio that most investors have not noticed yet. PVL is now rebuilding itself around a deep tech portfolio growing at 30% per half, an advisory business starting to scale, and a new fund that could re-rate…

ByCharlie YouldenMay 6, 2026

AMD (NASDAQ:AMD) Strong Q1, But Is the AI Re-Rate Already Done?

Q1 Delivers Again, Yet the Cycle May Be Closer to Peak AMD’s Q1 2026 result adds another data point to what we have already seen across Intel, Nvidia and ASML. Demand is still holding up across the broader semiconductor value chain. The concern is where we are in the cycle. Hyperscaler capex keeps stretching higher, with…

ByCharlie YouldenMay 6, 2026

Which Semiconductor Stocks Survive the Cycle, and Which Ones Get Crushed

Why the cycle persists, decade after decade. The industry has been cyclical since it began in the 1950s, and that pattern has not gone away. Based on Morris Moore’s analysis, the gap between major downcycles is usually 3 to 4 years. Demand surges, capacity expands with a lag, and the mismatch creates the swing. That cycle has…

ByCharlie YouldenMay 5, 2026

Gentrack (ASX:GTK) guidance cut, $20m buyback and recurring revenue reset

Gentrack (ASX:GTK) cut FY26 revenue guidance while signalling a NZ$20m buyback and stronger recurring revenue growth.

ByCharlie YouldenMay 5, 2026

BrainChip (ASX:BRN) Climbs on ASICLAND Deal, Tech Roadmap Day Could Be the Real Catalyst

BrainChip Deal Puts Akida AI Back in Focus BrainChip Holdings (ASX:BRN) is back in focus this morning after the AI chip designer announced a new IP licensing agreement with South Korean semiconductor solutions provider ASICLAND. Shares closed up 3.23% at A$0.16 on Monday after touching an intraday high near A$0.17 before some profit-taking into the…

ByUjjwal MaheshwariMay 5, 2026