Swift TV (ASX:STV) has secured final Netflix approval, strengthening its enterprise TV platform across managed accommodation markets.
Tech Stocks
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Is the AI Boom a Bubble? Few questions in markets are more contested right now. Nvidia’s market capitalisation crossed US$5tn in October 2025 after quadrupling since 2023. The five major hyperscalers collectively plan to deploy roughly US$700bn in AI‑related capital expenditure in 2026 alone! Goldman Sachs projects US$7.6 trillion in AI infrastructure investment between 2026…
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…
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…
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…
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…
Gentrack (ASX:GTK) cut FY26 revenue guidance while signalling a NZ$20m buyback and stronger recurring revenue growth.
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…
Intel (NSDQ:INTC) jumped 24.5% after a clean Q1 beat, but Foundry losses remain the central test for the turnaround.
X2M Connect (ASX:X2M) has 500,000 connected devices and a A$600m customer market as it pushes toward SaaS and cash flow.
