Broadcom (NASDAQ:AVGO) has a US$100bn AI backlog, but customer concentration and premium valuation remain key investor risks.
Tech Stocks
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FirstWave Cloud Technology (ASX:FCT) has extended its Telstra Secure Internet Gateway deal for Federal Government agencies, adding to Q4 FY26 momentum.
1414 Degrees (ASX:14D) sees SiNTL addressable market expand as Ukraine approves defence export framework for allied partner nations.
WhiteHawk (ASX:WHK) has secured A$685,000 in customer renewals and expansions across government, education and financial services in a single quarter.
You could argue there are only resources and non resources companies on the ASX because the former category makes up a third of listings and no individual non-resources stock category comes close to making up that number. The resources sector is a grind and the odds are stacked against you. Often, microcap explorers give up…
Spenda (ASX:SPX) closes retail entitlement offer with 17% take-up as Capricorn lifts stake to 19.99% under $8.5m recapitalisation.
Pure Resources (ASX:PR1) delivers peer reviewed Rice University validation and in house CNTF fabric manufacturing, positioning directional heat routing for AI data centres.
KTEK Aerosystems (ASX:KTK) launches a SATCOM product line and signs an LOI with Israel’s Over-Sat, adding a second revenue vector.
Netflix (NDQ:NFLX) has become one of the most recognisable companies in global media, a business that reshaped how people consume entertainment and forced an entire industry (the media and entertainment) to re‑engineer itself. Yet the question now confronting investors is deceptively simple: can its growth continue? The company delivered US$45.2bn revenue last year, up from…
PEXA (ASX:PXA) investors absorbed a sharp shock this morning, with the stock falling roughly 18% in the first ninety minutes of trade after a regulatory decision that strikes directly at the company’s long‑running ambition to expand its digital conveyancing footprint.
The sell‑off could be put down to a reaction to the headline, but we think it…
