Codan (ASX:CDA) acquires Adaptive Dynamics IP for A$21m, adding anti-jamming and electronic warfare capability to DTC Communications.
Tech Stocks
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Appen (ASX:APX) has given FY26 revenue guidance of US$270m to US$300m as the AI data turnaround takes hold.
The International Energy Agency's (IEA's) latest Electric Vehicle Outlook showed that Australian electric vehicle adoption has shifted gears. For years Australia sat on the periphery of the global EV story, constrained by limited model availability, high prices, weak policy signals and a patchy charging network.
But the last twelve months changed that, with EV sales having…
ASX Data Centre Stocks, either pureplays or companies any kind of direct or indirect exposure, have been soaring. NextDC (ASX:NXT) and SKS Technologies (ASX:SKS) have become shorthand for ASX-listed data centre exposure. Both have rerated sharply as investors priced in AI and hyperscale infrastructure demand. For those who missed that move, the question now is…
Findi (ASX:FND) cut FY26 revenue guidance to A$83m-A$91.6m but April run-rate jumped 45% at BankIT after the A$25m capital raise.
Electro Optic Systems (ASX:EOS) has closed the MARSS acquisition, lifting its order book towards A$726m and shifting focus to 2027 margin delivery.
IperionX (ASX:IPX) commissioned a 300-ton SACMI powder metallurgy press in Virginia, tripling capacity and reshaping the customer conversion timeline.
Why we think Sandisk is a downgrade rating to a sell
What if SanDisk is closer to the semiconductor peak cycle than the market currently thinks?
That is the key risk investors need to consider when thinking about joining the euphoria AI memory trade.
Memory cycles inherently have a long history of hurting investors when…
Delivers 85% Growth, But the Market Still Shrugs
Is Nvidia now priced for perfection?
Each quarter, we cover Nvidia because it has become the foundation of the AI trade. It is the company investors look to for the clearest read on where AI demand, data centre spending and semiconductor growth are heading.
Nvidia is not…
US Markets Overnight provide some relief for the high Beta crowd
Here is the thing about being the most important company on the planet: you can post numbers that would make any other CEO weep with joy and still get nothing but a red tick in afterhours for your trouble. That was Nvidia's lot on…
