Skip to content Skip to sidebar Skip to footer

Newsletter

Technology

Elon Musk is returning to Tesla and stepping away from DOGE, but is it too late with shares down 50%?

Overnight, the biggest news on Wall Street were reports that Elon Musk is returning to Tesla and stepping away from DOGE (The Department of Government Efficiency). Tesla shares rallied over 4% over this news, but shares have halved since December 2024...and it is not just because Tesla has a lot of Trump-haters as customers. Elon Musk is…

ByNick SundichApril 23, 2025

Mark the Pitt Street Research Semiconductor Conference 2025 in your calendars!

The Pitt Street Research Semiconductor Conference 2025 is coming up! Pitt Street Research in partnership with Bell Potter are thrilled to be hosting the Pitt Street Research Semiconductor Conference 2025. Join industry leaders, investors and innovators as we explore the future of Australia’s semiconductor sector. Taking place virtually and in-person in Sydney on Wednesday, 7…

ByNick SundichApril 23, 2025

Is Now the Time to Buy DroneShield? Here’s Why the Stock’s Been Rising Recently

In recent months, investors have been closely monitoring the performance of DroneShield (ASX: DRO), a company known for its innovative solutions in so-called 'counter-drone technology'. The company's stock price has seen a significant uptick, sparking questions among investors: Is now the time to buy DroneShield? In this article, we’ll explore the reasons behind the stock’s recent rise,…

ByUjjwal MaheshwariApril 21, 2025

Nvidia’s Stock Is Sliding Again: Is It Time to Buy the Dip—or Stay on the Sidelines?

Nvidia, a giant in the semiconductor industry and a leader in graphics processing units (GPUS), has been driving some of the most advanced technologies in sectors such as gaming, artificial intelligence (AI), and data centres. However, its stock has recently experienced a notable dip, raising concerns among investors. This brings up a critical question: Is…

ByUjjwal MaheshwariApril 15, 2025

Trump’s Tariff Pause Gave Nvidia a Lift—But Will It Last?

In early April 2024, Nvidia found itself benefiting from an unexpected source of optimism: US politics. The Biden administration announced a temporary pause on certain tariffs related to semiconductor equipment exports to China, offering short-term relief. However, this was reversed by the Trump administration in early 2025, which imposed stricter export controls on advanced chips. Nvidia,…

ByUjjwal MaheshwariApril 15, 2025

What the Tariff Pause Means for Apple: Can the Stock Continue Its Recovery?

After shedding nearly 30% of their value between December 24 last year and April 8 this year, shares in Apple have recovered some lost ground, and it appears this is due to the delay in implementing at least some of Trump's tariffs. As a major player in the tech industry, Apple’s stock performance is always closely…

ByUjjwal MaheshwariApril 14, 2025

Atturra (ASX:ATA): With a $53bn market opportunity, is this Australia’s next big tech star?

As a company that listed in 2021, Atturra (ASX:ATA) has performed much better than many would have thought. While many other IPOs during that year (the last of low interest rates worldwide) have crashed and burned, the opposite has been true of this company that listed with an ~$100m IPO and has nearly tripled since…

ByNick SundichApril 10, 2025

The equity markets in 2025 may rebound hard, according to this scenario

There's hope for equity markets in 2025 When the market is crashing as hard as it has been doing in the last few trading sessions, not many investors want to look too far out or think about upside scenarios in the medium term. And that is probably the case this time around as well with…

ByMarc KennisApril 8, 2025

Appen shares have plunged 90% from their peak! Is there any end to the bloodbath in sight?

There are few ASX shares that have seen such a fall from grace as Appen shares since 2020. In those days, Appen was such a good stock, it was part of a quintet of stocks deemed the WAAAX stocks and claimed to have outperformed the American FAANG stocks. Moreover, it was capitalised at over $3bn. While…

ByNick SundichApril 2, 2025

Top 3 AI Stocks to Invest in for Long-Term Growth

Artificial Intelligence is no longer a speculative technology of the future, it's the defining driver of modern business. From predictive analytics to autonomous systems, the AI revolution is fundamentally transforming industries. But the real question is: which companies stand to benefit the most over the long term? In our view, investors looking for exposure to the…

ByUjjwal MaheshwariMarch 29, 2025