Technology
Below are all our articles under the above category.
Iress (ASX:IRE) says its still on the road to recovery in 2026, so is the decline investor denial or fear over Iran?
The last time we wrote about Iress (ASX:IRE), it was in the aftermath of its 2025 results. The company had…
DroneShield (ASX:DRO) Partners With Robin, Adds 12km 3D Radar to the Stack
The Robin Radar Deal DroneShield surged today after announcing a partnership with Robin Radar Systems aimed at expanding radar interoperability…
China Just Gave Iran a GPS Backdoor
China just helped provide Iran with military GPS systems GPS jamming and spoofing have become a serious feature of the…
Botanix (ASX:BOT) Is Bleeding Cash, Can Sofdra Save It?
Botanix Pharmaceuticals is the definition of a high-risk, high-reward stock. It has been a year of heavy operating cash burn,…
Our Short Thesis For Nvidia, The Market Isn’t Pricing in the Downside Risk
When Perfection Is Already Priced In Why Nvidia may now have more downside than upside comes down to one thing.…
Nvidia Says US$1T by 2027, Here’s the Hardware Shift It’s Banking On
Nvidia’s US$1T Goal Just Raised the Stakes for Inference Nvidia CEO Jensen Huang has just held the company’s biggest annual…
Same Theme, Better Choices: Here Are 5 ASX Stocks Not To Buy, And 5 To Buy Instead!
It is easy to think of ASX Stocks that are a compelling case to buy, but tougher to think of…
Electro Optic Systems (ASX:EOS) US$42m Slinger Order Lands as Defence Demand Heats Up
New Highs, New Contract, But Valuation Is Now the Debate Electro Optic Systems has pushed to new highs on the…
The Looming Demotion: Here’s Why These 8 ASX Stocks Are Being Removed from the ASX All Ords!
In a couple of weeks, some ASX Stocks Are Being Removed from the ASX All Ords. Other companies will take…
IperionX (ASX:IPX) Losses Hit US$34m, The Onshoring Bet Gets Pricier
Admin Costs Up 5x, Now Prove the Titanium Scale Up IperionX fell 7% to US$6.50 after releasing its half-year result.…
Oracle (NYSE:ORCL) $553B Backlog, $48B Capex, Now We Find Out
The Biggest AI Infrastructure Bet Just Got Its First Payoff Oracle surged more than 8% after hours after delivering a…
ReadyTech (ASX:RDY): Its growth is shrinking and stock is sinking! How can it turn around?
It is tough enough to be a tech stock right now, but even more painful to be a company like…
Here are 5 ASX Stocks Making Productivity Gains Thanks to AI and Seeing Pay Offs!
With productivity the buzzword right now, ASX Stocks Making Productivity Gains are highly sought after. Just about all companies are…
Metallium (ASX:MTM) The Gator Point Scale Up, Parallel Reactors Are the Test
200g per Tonne Gold Feedstock, Now Prove Throughput Metallium has just given investors a firm update on the development of…
Telix (ASX:TLX) Green Light to Move Into the Pivotal Phase 3 Study
TLX591-Tx Hits Safety Goals, US Enrollment Now in Sight Telix is developing a new type of cancer treatment for advanced…
Oil Jumps to US$111 as Hormuz Stays Shut, ASX Slides Hard
The Oil Chokepoint Shock Brent crude jumped 20% to US$111 per barrel, while the ASX 200 fell 3%, with companies…
Broadcom (NASDAQ:AVGO) Revenue Up 29%, AI Up 106%, A Strong AI Quarter
Big AI Revenue, Bigger Cash Generation Broadcom had a very strong start to Q1 FY26, with total revenue reaching $19.3…
Scalare Partners (ASX:SPX) Up 43% on a Huge H1, But It’s an M&A Story Now
Revenue Up 370%, The Market Loves the Tank Stream Labs Deal Scalare Partners Holdings surged 43% today after reporting a…
The Iran Gulf Drone Threat Is Real and Counter Drone Demand Is Rising
Drone Warfare Is Spreading and Counter Drone Stocks Are Moving Fast It is not just the war in Ukraine where…
Electro Optic Systems (ASX:EOS) $100m Facility Secured, But at a 14.75% Price Tag
More Firepower for Working Capital and Growth Electro Optic Systems (ASX:EOS) announced today that it now has access to a…
Alphabet shares are holding firm amidst the Saas-pocalypse as investors think it will survive, but will it?
Alphabet shares may be down 3% in 2026, but compared to its other Big Tech peers, it is holding up…
WiseTech Global (ASX:WTC) CEO Buys $1m of Shares, Here’s What It Signals
WiseTech $1m Insider Buy, The Synergy Curve Is the Thesis WiseTech Global (ASX: WTC) has just given investors a simple…
Block (ASX:XYZ) Up 28% as a 40% Headcount Cut Rewrites the Earnings Outlook
Jack Dorsey Goes Lean, The Market Pays Up Block shares surged 28% following the announcement that the company intends to…
AML3D (ASX:AL3): Order Book at $16.5m, The Growth Runway Stays Intact
A $150m to $200m Navy Opportunity, But Execution Comes First AML3D has reported its interim half-year results, and while revenue…
Nvidia (NASDAQ:NVDA) New Rubin Chip Is Here, A 25% Higher Price, A 10x Better Outcome
Rubin Is Here, The Real Story Is Cost per Token Nvidia has now unveiled its new Vera Rubin chips, and…
Objective Corporation (ASX:OCL) is a superb ASX 200 tech stock
Objective Corporation (ASX:OCL) is one of a kind. There are few companies with a 2-decade listed life without raising a cent…
AI-Media Technologies (ASX:AIM): Investors are panicking that it’ll be a victim of AI
AI-Media Technologies (ASX:AIM) is not the only ASX stock with investors panicking that AI will make it go the way…
Shares In ReadyTech (ASX:RDY) Are Down 57%, Where’s the Operating Leverage?
Shares In ReadyTech Under Pressure In Light of a Soft Half Any investors owning shares in ReadyTech (ASX:RDY) will have…
Adisyn (ASX:AI1) Graphene Makes Drones Harder to Detect
Big Step in Drone Stealth With Graphene Adisyn (ASX:AI1) has successfully completed an early proof of concept demonstrating that graphene…
DroneShield (ASX:DRO) $21.7m Europe Deal Lands One Day After Results
Earnings Beat, Then a $21.7m Contract, Momentum Stays Hot DroneShield appears to have timed this very well, announcing a new…
Nvidia (NASDAQ:NVDA) $216b Revenue, 65% Growth, Still Pushing the Frontier
Rubin Targets 10x Cheaper Inference, That’s the Real Story Nvidia delivered an exceptional quarter and a standout full-year result, which…
Seek (ASX:SEK): Down >30% in 2026, but it’s directors think its got upside
Online employment marketplace Seek (ASX:SEK) may be formally categorised as ‘Media and Entertainment’ by the ASX, although it is difficult to…
This Wall Street firm’s warnings about the impacts of AI disruption sent ripples through markets this week!
Warnings about the impacts of AI disruption have been made, but there was one warning that appeared to have a…
WiseTech Global (ASX:WTC) This Is Not an “AI Jobs Bomb”, It’s M&A Synergies
The Layoffs Are Integration, Not AI Panic Coming across coverage of WiseTech this reporting season, we have seen a lot…
WiseTech Global (ASX:WTC) The e2open Earnings Reality Check And What Comes For FY26
Cheapest Multiple in 5 Years, But the Market Wants Proof WiseTech is a company we have been covering at Stocks…
7 ASX Stocks Positioned to Win as Financial Services Battle for Talent Reaches Crisis Point
Australian financial services companies are facing their most acute talent shortage in over a decade. A recent study by the…
The Magnificent Seven Tech Stocks and AI: Are they keeping pace or falling behind the competition? And are investors aware of the reality?
Magnificent Seven Tech Stocks and AI are a fascinating pair. It could give them another 1-2 decades of dominance at…
Here are 7 AI IPOs set to happen in 2026! Could these companies be the giants of tomorrow?
Let’s take a look at AI IPOs set to happen in 2026. Unfortunately, it is unlikely Australia will see too…
Nanosonics (ASX:NAN) Revenue Up 9%, But Operating Leverage Still Missing
Nanosonics Investors Want Margin Accretion, This Half Did Not Deliver It Nanosonics saw its share price fall 7% to around…
Electro Optic Systems (ASX:EOS) A 20% Re Rate on Confidence, Not Clean Earnings
Contracted Revenue Up 238%, Market Looks Through the Noise Electro Optic Systems had a pretty substantial re rate, up 20%.…
Nuix (ASX:NXL) Looks Cheap on 6x EBITDA, Is the Turnaround Real?
The Nuix Flywheel Is Turning, Bigger Deals, Better Margins Nuix is one to keep on the watchlist. At first glance,…
Anthropic: This 5-year old US$380bn company is behind ChatGPT’s rival Claude and could IPO later this year!
Anthropic did not even exist 5 years ago, but its most recent funding round valued it at US$380bn. The company…
Megaport (ASX:MP1) Strong Half, But Statutory Earnings Could Still Get Hit
Megaport Network Engine Is Working Megaport had a strong half, but there were a few areas in the financials and…
Sonic Healthcare (ASX:SHL) Still Compounding, Integration Is the Near Term Drag
The Quality Compounder, With a Margin Reset Under the Hood Sonic Healthcare is one of the ASX 200’s higher quality…
Zip Co (ASX:ZIP) Down 31% on a Strong Half, What Did the Market See?
Zip Co US Growth Story Is Working, Investors Fear the Mix Shift There was a lot of panic selling in…
TechnologyOne (ASX:TNE) Defying the AI Doom Trade With 18% to 20% PBT Growth
SaaS Plus AI Momentum Drives a FY26 Upgrade TechnologyOne is defying the market’s AI shock narrative. For readers who came…
Hansen Technologies (ASX:HSN) Cash Acceleration Is the Story in 1H FY26
Hansen Technologies 7% Sales Growth, 46% EBITDA Growth, Execution Tightens Hansen Technologies delivered steady revenue growth, but a sharp uplift…
Cisco Systems (NDQ:CSCO): Will this US$300bn company really be a winner from the AI boom? Investors aren’t so sure
As a big company in the networking equipment space, Cisco Systems (NDQ:CSCO) is a company you could be forgiven for…
JB Hi-Fi Earnings: Good Results and AI Optimism Spark a 12% Re Rate!
JB Hi-Fi Earnings: The Market Reprices Quality And AI Exposure JB Hi-Fi has seen a strong re rate over the…
Nanoveu (ASX:NVU) NTU Drone Swarm IP, GPS Free Navigation Goes on Trial
Testing GPS Free Swarm Tech With NTU Nanoveu today announced it has entered an exclusive evaluation licence with Nanyang Technological…
Australian Clinical Labs (ASX:ACL) The Statutory Hit Spooked Investors
Australian Clinical Labs fell 10% today after revenue went slightly backwards, even though underlying profit improved. The key nuance is…
Fortif AI (ASX:FTI) The Agentic AI “Data Plane” Behind the Models
The Real AI Bottleneck Is Data, Not Models Fortif AI Fortif AI surged 14% to 32c this morning after announcing…
WiseTech Global (ASX:WTC) Is The Cheapest Its Been in 5 Years
Why WTC Is More Volatile Than Xero and Megaport WiseTech is trading at its cheapest level in five years. And…
AMP (ASX:AMP) Statutory Profit Sank, Underlying Profit Jumped, So Why Did It Fall?
The Market Saw $133m, Not the $285m Story AMP had a sharp fall early this morning, and it felt like…
Aussie Broadband (ASX:ABB) Surges 20% on AGL Telco Deal And 1H26 Results! But Is the Devil In the Details?
AGL Telco Deal Is EPS Accretive, But Dilution Is the Debate Aussie Broadband had a sharp surge this morning, up…
Pepper Money (ASX:PPM) Up 25% as Challenger (ASX:CGF) Confirms Deal Talks
Not a Takeover, A Partnership Style Deal With Challenger Pepper Money (ASX:PPM) surged 25% at the market open today after…
Amazon (NASDAQ:AMZN) Down 9%, Is Capex Becoming the Story?
14% Sales Growth, 128B Spend, Now What? Amazon has fallen about 9%. While we are holders of the stock, when…
Tech and AI Stocks Sell Off, This Reckoning Was Always Coming
The Tech and AI Valuation Reality Check When it comes to stock prices, they usually rise when fundamentals and earnings…
Here are 7 ASX stocks that overinflated during the pandemic and crashed; and where they are now
If you want proof the COVID pandemic was a crazy time, just take a look at a list of ASX…
AMD (NASDAQ:AMD) 20% Down in a Week, Reset Opportunity or Start of a De Rating?
The Sell Off Isn’t About One Quarter, It’s About the Multiple AMD has sold off hard, down around 21% in…
Why Are Tech and SaaS Stocks Selling Off Right Now?
Why Are Tech and SaaS Stocks Selling Off Right Now? You have probably felt the brute force of this sell-off…
The 50% CGT discount on shares: Here’s how it works, and if it is under threat
The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their…
Xero Shares Are 56% Off the Peak, Is the Market Mispricing Quality?
The SaaS Reset Creates a New Entry Debate for Xero Shares Across the Australian tech complex, we have seen a…
WiseTech Global (ASX:WTC) 82% Upside or a Value Trap in Disguise?
Is the Market Missing the Real Question on Wisetech Global From writing on over 100 different ASX companies over the…
How exactly do high interest rates impact tech stocks? Here are 6 ways
We all know high interest rates impact tech stocks – yesterday’s hike by the RBA led to the ASX 200’s…
SpaceX to Acquire xAI, Full Deal Summary
SpaceX xAI Takeover, The Full Story SpaceX says it has acquired xAI, and the internal memo frames the combination as…
Aura to Acquire Qoria in Scrip Deal, A$3.0b Pre Money, Scrip Structure Keeps Dilution Tidy
Aura Buys Qoria, Shareholders Roll Into Aura CDIs Aura is proposing to acquire 100% of Qoria via a scheme of…
Why Did Elsight (ASX:ELS) Fall 15% despite 11x revenue growth?
So what happened with Elsight? This is a company that just delivered a very strong earnings result and, importantly, its…
Microsoft Shares Fall As Investor Fears grow
Microsoft Shares Slide As AI Infrastructure Costs Eclipse The Beat What stood out this week the divergence between the fate…
What The Market Missed In Meta’s Q4, Costs Are Running Hot
Meta Q4 Revenue Beat, Spending Beat It Too Meta was up roughly 10%, pushing the stock to about US$738 per…
Metallium (ASX:MTM) Drops 11% on Quarterly Print, but Operational Progress Matters
Metallium Under Pressure After Quarterly Update, but the Scale Story Is Still Building Metallium (ASX:MTM) has just released its quarterly…
Dorsavi (ASX:DVL) Partners With NTU to Advance 22nm Foundry Compatible ReRAM Platform
Dorsavi’s ReRAM Strategy Leverages Specialists Across Design and Manufacturing Dorsavi (ASX:DVL) has announced a collaboration with Nanyang Technological University (NTU),…
Should you invest in data centre stocks? Here are 4 reasons why you should consider, and 4 reasons why you should not
If you want to invest in data centre stocks, we would assume you are most likely thinking that it is…
Nanoveu (ASX:NVU) Hits Tape Out Milestone as Chip Moves From Design to Manufacturing
Nanoveu Sends Chip Design to Foundry Tape Out Nanoveu (ASX:NVU) reached an important chip manufacturing milestone today, known as the…
DroneShield (ASX:DRO) FY25 A$216m Revenue, Strong Cash, and Rising Defence Demand
DroneShield Delivers Breakout FY25 Growth and Converts It Into Cash DroneShield’s (ASX:DRO) numbers this quarter did not come as a…
Silver Run Has a Different Engine This Time
Silver Is Becoming the Market’s Second Insurance Policy Over the past year, silver has climbed from around US$29 per ounce…
Life360 (ASX:360) User Engine Accelerates Delivering Best Quarter Yet
From Sell Off to Surge Life360’s Q4 Confirms Operating Momentum Life360 (ASX:360) delivered a very strong Q4 result, and the…
Airwallex: Will this Australian-born fintech IPO in 2026? There were high hopes, but these may have been dashed
Investors speculate about which private companies could IPO and Airwallex has been one of the most commonly mentioned names. The…
Amaero (ASX:3DA) Where US Reshoring Meets High-Value Metal Powders
Critical Metals, Defence Demand and a US-Focused Growth Story For investors looking to uncover opportunities in structurally growing sectors, the…
Metal Powder Works (ASX:MPW) Strong Commercial Demand Beneath a Noisy Market Reaction
Volumes Surge, Customers Grow, Scale Is the Next Test At a commercial and operational level, and despite the market reaction,…
Paladin Energy (ASX:PDN) Higher Grades Drive a Strong Quarter
Why the Market Re-Rated This Uranium Update Despite broader market volatility, Paladin delivered a strong operational result, with the share…
Metallium (ASX:MTM) A$75m Raise Funds the Leap to US Commercial Scale
Funding in Place for the Next Phase of US Expansion Metallium has completed a A$75 million capital raising at A$0.84…
Qoria (ASX:QOR) A 25% Sell-Off Despite Ongoing Growth (What Happened?)
ARR Grew, Sentiment Fell Qoria (ASX: QOR) delivered what we would describe as a reasonably solid quarterly result, yet the…
Nanoveu (ASX:NVU) A$7.5m Raise Funds the Next Phase Of Drone Chips
Funding the Next Chapter of Growth, Not Plugging Holes Nanoveu (ASX:NVU) has raised A$7.5 million through an upsized strategic placement…
Telix Pharmaceuticals (ASX:TLX) China Regulatory Progress Emerges After a 55% Sell-Off
The China Regulatory Path Is Still Moving Forward Telix Pharmaceuticals (ASX:TLX) has had a challenging start to the year, with…
Novonix (ASX:NVX) Big Customers, Slipping Timelines, and a Market Losing Patience
The Cost of Optimistic Timelines in Battery Manufacturing Novonix has experienced a volatile year, with the share price ranging from…
4DMedical (ASX:4DX) What the Market Is Really Pricing In at A$5.40
What Retail Investors Need to Know Before Chasing the Story 4DMedical has quickly become one of the more talked about…
TSMC, AI Demand Keeps the World’s Chipmaker Firing on All Cylinders
Why TSMC 77% of Revenue Now Comes From the Cutting Edge TSMC, the founding force behind the global foundry model…
Zelira Therapeutics (ASX:ZLD) A 170% Surge Backed by Smart, Non-Dilutive Funding
External Validation Sends Shares Flying Zelira Therapeutics shares surged as much as 172% intraday, before settling around 73.5 cents, following…
DataWorks Group (ASX:DWG) The Quarter Cash Flow Finally Turned
The Inflection Point Investors Were Waiting For DataWorks Group Limited (ASX:DWG) delivered a strong December quarter result, which saw the…
Electro Optic Systems (ASX:EOS), The MARSS Acquisition That Keeps the Re-Rate Alive
A Deal Built for the New Defence Cycle The US defence budget has now been set at around US$1 trillion,…
How Nuclear Energy Became the World’s Most Feared Energy Source
Why Nuclear Energy Still Scares Us and What Really Went Wrong Many investors may remember periods when nuclear energy captured…
Light and Wonder Surges 16% as A$190M Settlement Clears Major Legal Overhang
The Legal Overhang Is Gone Light and Wonder (ASX:LNW) saw a sharp and positive market reaction this morning, with the…
Aussie Broadband (ASX:ABB): A likeable telco that can reach for the skies again
Aussie Broadband (ASX:ABB) is a good illustration of a Telco stock you can like (as opposed to Telstra). Since listing on…
Novonix (ASX:NVX) Recharges Investor Hype, Is This Stock a Buy?
Hot Charge or Overcharged? Novonix Soars 34% as Bulls Reconnect Novonix (ASX:NVX) has experienced a sharp sell off in recent…
Codan (ASX:CDA) Takes Off, 30% Rally on Strong Half-Year Update
Codan Finds Its Signal Over the past week, Codan Limited (ASX:CDA) has surged by around 30%. For a company with…
Anthropic Raising US$10B at US$350B Valuation, Led by GIC and Coatue
Anthropic Raising $10bn at US$350bn valuation Anthropic is completing a US$10 billion funding round at an implied valuation of around…
Alcidion (ASX:ALC) Surges 15% After Winning Preferred Supplier Role for A$35M NHS Contract
Alcidion Secures Preferred Supplier Status for Major UK EPR System Worth Over A$35M Alcidion shares rose 15% today following a…
Elsight (ASX:ELS) Breaks New Ground, A$682K US Order Marks First Civilian Contract Win
From Battlefield to Main Street Elsight (ASX:ELS) has secured its first commercial order in calendar year 2026 from a US…
DroneShield’s European Order Book Tops A$111M, Is the Stock a Buy Ahead of the EU $800B Defence Spending Boom?
Europe Reloads as €150B Defence Spend Sparks Fresh Growth Momentum DroneShield (ASX:DRO) has staged a sharp recovery, rising more than…