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US Markets Overnight: Snowflake breaks the SaaSpocalypse

The vibe check: The Middle East truce is extended! In US markets overnight there was a moment on Thursday, May 28 US time, when it felt like the whole narrative around software stocks quietly exhaled. Snowflake, the cloud data platform that has spent the better part of 2026 being used as a punching bag in…

ByMarc KennisMay 29, 2026

Blockchain: Was It All Just Another One Of Those ASX Crazes? And Will The AI Boom Be A Repeat?

The ASX has plenty of crazes or bubbles and blockchain craze of the late 2010s was another. Between 2017 and 2021, scarcely a week passed without a junior ASX company announcing a pivot to distributed ledger technology (DLT), often with little more than a white paper and a rebranded website to show for it. Investors…

ByNick SundichMay 29, 2026

Critical Resources (ASX:CRR) breaks the sulphide trade-off with 3.2 mS cm⁻¹

Critical Resources (ASX:CRR) reports 3.2 mS cm⁻¹ ionic conductivity on a sulphur-free amorphous solid-state electrolyte, matching sulphide-class performance.

ByMarc KennisMay 28, 2026

Sandisk Corporation (NDQ:SNDK): Meet The Former Flash Drive Play That Replaced Atlassian in The NASDAQ 100!

The downfall of Atlassian is best summed up by the fact that it was replaced by Sandisk Corporation (NDQ:SNDK), a company once known for flash drives. But we thought rather than focusing on the negative side of the story (Atlassian's fall), it was time to take a look at the positive angle (Sandisk's rise). Little…

ByNick SundichMay 26, 2026

ERoad (ASX:ERD) clocks NZ$161m loss, but Australian market traction means its not all bad news

ERoad (ASX:ERD) posts NZ$161m FY26 loss after North America write-down, but ANZ momentum and the eRUC opportunity in New Zealand look promising in FY27.

ByCharlie YouldenMay 25, 2026

Australian Electric Vehicle Adoption Grew Rapidly in The Last 12 Months: But We’re Still Chasing the Global Leaders

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…

ByNick SundichMay 22, 2026

ASX Data Centre Beneficiaries: If You Missed NextDC & SKS, These 5 Stocks Could Be Next To Soar!

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…

ByNick SundichMay 22, 2026

SanDisk (NASDAQ:SNDK) The Sell Case Behind a 3,300% AI Memory Rally

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…

ByCharlie YouldenMay 21, 2026

Nvidia (NASDAQ:NVDA) Record US$81bn Revenue, But Has the AI Trade Peaked?

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…

ByCharlie YouldenMay 21, 2026

DorsaVi (ASX:DVL) Just Cleared the ReRAM Hurdle Investors Were Waiting For

DorsaVi (ASX:DVL) has cleared one of the biggest technical hurdles facing its 22nm ReRAM program to date. The company has developed three different recipes for its ReRAM memory cells, known in the semiconductor industry as memory stacks. All three have now passed the tests required for integration inside a standard commercial manufacturing process. For investors,…

ByCharlie YouldenMay 20, 2026

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Technology

US Markets Overnight: Snowflake breaks the SaaSpocalypse

Blockchain: Was It All Just Another One Of Those ASX Crazes? And Will The AI Boom Be A Repeat?

Critical Resources (ASX:CRR) breaks the sulphide trade-off with 3.2 mS cm⁻¹

Sandisk Corporation (NDQ:SNDK): Meet The Former Flash Drive Play That Replaced Atlassian in The NASDAQ 100!

ERoad (ASX:ERD) clocks NZ$161m loss, but Australian market traction means its not all bad news

Australian Electric Vehicle Adoption Grew Rapidly in The Last 12 Months: But We’re Still Chasing the Global Leaders

ASX Data Centre Beneficiaries: If You Missed NextDC & SKS, These 5 Stocks Could Be Next To Soar!

SanDisk (NASDAQ:SNDK) The Sell Case Behind a 3,300% AI Memory Rally

Nvidia (NASDAQ:NVDA) Record US$81bn Revenue, But Has the AI Trade Peaked?

DorsaVi (ASX:DVL) Just Cleared the ReRAM Hurdle Investors Were Waiting For

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