Qualcomm, Nvidia and Micron shares fell as hotter US CPI data, rising bond yields and profit taking pressured semiconductor stocks.
Tech Stocks
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Earlier this week, famous investor Michael Burry declared that the US equity market had "jumped the shark," drawing explicit parallels to the final stages of the 1999–2000 dot-com bubble.
His warning is consistent with several objective valuation and sentiment indicators that suggest stretched multiples and deteriorating consumer fundamentals. Whether or not a crash is imminent, his…
DroneShield (ASX:DRO) faces an ASIC investigation into November 2025 disclosures and share trading, adding governance risk to its growth story.
Archer Materials (ASX:AXE) remains on track for a 2026 working qubit while shifting toward wafer scale manufacturing.
Life360 delivered record revenue as advertising surged 329%, but investors are watching whether Nativo costs can translate into stronger operating leverage.
We've been following 4DS Memory for a very long time, and for most of that journey it has been a story of heartbreak. The company's dream, bringing its proprietary Interface Switching ReRAM technology to sub-20nm advanced process nodes, ran aground not once, but twice. After years of platform lots, etching problems, manufacturing setbacks at imec…
Weebit Nano in 2026 has something it has never had before: the balance‑sheet strength, commercial momentum and engineering depth to scale Resistive RAM (ReRAM) into a global licensing business. The company has raised A$87m through an institutional placement, with a further A$15m available via the Share Purchase Plan. On a fully subscribed basis, the pro‑forma…
Adisyn (ASX:AI1) subsidiary 2D Radar signs MOU with Raval, a €201m-revenue Israeli manufacturer, to develop graphene stealth drone components on serial production machines from day one.
SKS Technologies Hits Record High on Contract Win
SKS Technologies (ASX: SKS) hit a fresh record high on Friday, touching A$8.20 intraday before closing at A$8.04, up 6.5%. The move wasn't driven by one announcement but two: a A$22 million Buildcorp contract for a major retailer's new Melbourne Docklands headquarters and approval from Commonwealth Bank…
Block has delivered five straight quarters of faster gross profit growth, but investors need to watch credit quality as Cash App lending scales.
