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.
Tech Stocks
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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…
Micron Technology sits at the centre of the AI‑driven memory supercycle, producing earnings so outsized that they are distorting aggregate S&P 500 beat statistics. Its HBM franchise is sold out for the entire 2026 calendar year, gross margins are tracking towards 81%, and forward guidance implies revenue levels that would have seemed implausible for a…
2026 has 8 months to go, but we think that the Nuix Judgement (i.e. the Federal Court’s dismissal of ASIC’s case against Nuix) will be the most consequential corporate law outcome of the year.
The impact goes beyond Nuix and could well influence ASIC's boldness to pursue corporate cases. The judgement clarified that forecasts must be…
Qoria (ASX:QOR) confirms an upsized US$100m Aura placement at a 32.4% premium to VWAP, with the Aura founder personally increasing his commitment ahead of the AXQ scheme implementation.
IBM (NYSE:IBM) delivered $15.9 billion in Q1 2026 revenue, up 9%, as software hit $7 billion and infrastructure margins nearly doubled year-over-year. The Confluent acquisition tightens IBM’s grip on the AI infrastructure stack.
