Is the AI IPO Boom Cooling? What OpenAI’s Delay Means for ASX Tech Investors

The AI IPO boom that felt unstoppable just hit a wall. SpaceX, the year's blockbuster float, listed at US$135, raced to nearly US$226, then slid back to around US$153. Now…

ByUjjwal Maheshwari

29

Jun 2026

Financials Market news

5 Beaten-Down ASX Stocks Facing Tax-Loss Selling This EOFY: Sell or Buy the Bounce?

The stocks most at risk of being sold before 30 June are this year's biggest losers, so the question is simple: sell with the crowd, or buy the names that…

ByUjjwal Maheshwari

26

Jun 2026

AI Stocks Technology

Qualcomm Targets US$15bn in AI Chips: Can It Take On Nvidia?

KEY POINTS At its investor day, Qualcomm unveiled a plan to push into AI data-centre chips, targeting more than US$15 billion a year by 2029. That is part…

ByUjjwal Maheshwari

25

Jun 2026

Technology US stocks

Micron’s Record US$41.5bn Quarter Reignites the AI Memory Boom: 3 ASX Stocks to Watch

KEY POINTS Micron just posted a record quarter: US$41.5 billion in sales, US$25.11 in earnings per share, and gross margins near 85%, smashing Wall Street's forecasts. It then…

ByUjjwal Maheshwari

24

Jun 2026

IPOs

After SpaceX, Anthropic Is the Next Mega-IPO: Here’s How Australians Can Get Exposure to US$965bn Giant

KEY POINTS Anthropic, the maker of Claude, has filed to go public and is now the world's most valuable pure-play AI startup at about US$965 billion. Trading…

ByUjjwal Maheshwari

23

Jun 2026

AI Stocks

Micron (NASDAQ:MU) Signs Anthropic Deal as AI Memory Sells Out: Buy Before Earnings?

KEY POINTS Micron (NASDAQ: MU) has signed a memory supply deal with Anthropic (the maker of Claude) and invested in its funding round, and the shares have pushed on…

ByUjjwal Maheshwari

22

Jun 2026

Tech Stocks Semiconductor stocks

Memflation: How the AI Boom Sent Memory Chip Prices Up 125%, and Which Stock Wins

KEY POINTS AI demand has drained the world's memory supply, with Gartner tipping DRAM prices up about 125% and NAND up 234% in 2026. The clear winners are…

ByUjjwal Maheshwari

20

Jun 2026

Oil and Gas Stocks

Oil Crashes to a 3-Month Low as Hormuz Reopens: 3 ASX Energy Stocks Now Looking Cheap

KEY POINTS Oil has crashed to a three-month low as the US-Iran deal reopens the Strait of Hormuz and drains the war premium from prices. This looks like…

ByUjjwal Maheshwari

28

May 2026

AI Stocks

Apple’s US$1bn Google AI Bet Just Got Real: 3 ASX Stocks Set to Cash In

Apple (NASDAQ: AAPL) is paying Google (NASDAQ: GOOGL) around US$1 billion a year to power the next version of Siri with a custom Gemini AI model. The deal was signed…

ByUjjwal Maheshwari

22

May 2026

AI Stocks

Nvidia’s $81.6bn Quarter: 4 ASX Stocks Riding the AI Infrastructure Boom

ASX Stocks Riding the AI Infrastructure Boom NVIDIA (NASDAQ: NVDA) is the company that makes the powerful computer chips behind almost every AI tool in the world. This week, it…

ByUjjwal Maheshwari

Is the AI IPO Boom Cooling? What OpenAI’s Delay Means for ASX Tech Investors

5 Beaten-Down ASX Stocks Facing Tax-Loss Selling This EOFY: Sell or Buy the Bounce?

Qualcomm Targets US$15bn in AI Chips: Can It Take On Nvidia?

Micron’s Record US$41.5bn Quarter Reignites the AI Memory Boom: 3 ASX Stocks to Watch

After SpaceX, Anthropic Is the Next Mega-IPO: Here’s How Australians Can Get Exposure to US$965bn Giant

Micron (NASDAQ:MU) Signs Anthropic Deal as AI Memory Sells Out: Buy Before Earnings?

Memflation: How the AI Boom Sent Memory Chip Prices Up 125%, and Which Stock Wins

Oil Crashes to a 3-Month Low as Hormuz Reopens: 3 ASX Energy Stocks Now Looking Cheap

Apple’s US$1bn Google AI Bet Just Got Real: 3 ASX Stocks Set to Cash In

Nvidia’s $81.6bn Quarter: 4 ASX Stocks Riding the AI Infrastructure Boom

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