Tech Stocks Semiconductor stocks Technology

Weebit Nano In 2026: Gearing up for the royalty gold rush

Weebit Nano in 2026 has something it has never had before: the balance‑sheet strength, commercial momentum and engineering depth to scale Resistive RAM (ReRAM) into a global licensing business. The…

ByNick Sundich

08

4 days ago

AI Stocks Tech Stocks Technology

Block (ASX: XYZ) Five Quarters of Stronger Gross Profit, Is This the Buy Signal?

Block has delivered five straight quarters of faster gross profit growth, but investors need to watch credit quality as Cash App lending scales.

ByCharlie Youlden

06

May 2026

Tech Stocks Growth Stocks Small Caps Stocks Technology

Powerhouse Ventures (ASX:PVL) An Overlooked Deep Tech Platform Ripe for a Rerate

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…

ByCharlie Youlden

06

May 2026

Consumer

Could a Rolex Beat the ASX? Why Luxury Watches Are Becoming an Investor Asset Class in 2026

Most readers come to Stocks Down Under for ASX ideas, but every now and then a question lands in our inbox that has nothing to do with the share market.…

ByMarc Kennis

05

May 2026

AI Stocks Semiconductor stocks Tech Stocks Technology

Which Semiconductor Stocks Survive the Cycle, and Which Ones Get Crushed

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…

ByCharlie Youlden

04

May 2026

Semiconductor stocks Tech Stocks Technology

Weebit Nano (ASX:WBT) two real chips bring royalties one step closer to reality

Weebit Nano (ASX:WBT) has two customer chips using its ReRAM technology, moving the royalty pathway closer to reality.

ByCharlie Youlden

29

Apr 2026

AI Stocks Semiconductor stocks Tech Stocks Technology

DorsaVi (ASX:DVL) Ultra Edge AI Could Unlock a Re-Rate Toward Our Base Valuation

DorsaVi (ASX:DVL) holds two IP acquisitions in ReRAM and neuromorphic AI. We value the stock at A$0.22 per share and outline the key milestones for a re-rate.

ByCharlie Youlden

28

Apr 2026

Biotech Stocks Healthcare Stocks Life Sciences

Shares In Dimerix (ASX:DXB) Fell 40% Today; Not About The Data, But About the Timing

Shares in Dimerix fell over 35% this morning and some may think the decline was irrational. After all, the announcement confirmed >90 per cent statistical power for its primary endpoint,…

ByNick Sundich

28

Apr 2026

Biotech Stocks Healthcare Stocks Life Sciences

Percheron Therapeutics (ASX:PER): An Oncology Biotech That’s Growing Its Footprint

Percheron Therapeutics is not the kind of company that typically commands market attention at a A$6–7m valuation. Yet the more one looks at its trajectory over the past twelve months,…

ByNick Sundich

22

Apr 2026

Blue Chip Stocks Healthcare Stocks

Shares In Cochlear (ASX:COH) Plunge Over 35% As FY26 Guidance Is Slashed By Nearly A Third! Is It A Buy The Dip Opportunity?

If you own shares in Cochlear (ASX:COH), you had a pretty bad morning. The company delivered one of the most significant earnings guidance downgrades in its listed history this morning,…

ByNick Sundich

Weebit Nano In 2026: Gearing up for the royalty gold rush

Block (ASX: XYZ) Five Quarters of Stronger Gross Profit, Is This the Buy Signal?

Powerhouse Ventures (ASX:PVL) An Overlooked Deep Tech Platform Ripe for a Rerate

Could a Rolex Beat the ASX? Why Luxury Watches Are Becoming an Investor Asset Class in 2026

Which Semiconductor Stocks Survive the Cycle, and Which Ones Get Crushed

Weebit Nano (ASX:WBT) two real chips bring royalties one step closer to reality

DorsaVi (ASX:DVL) Ultra Edge AI Could Unlock a Re-Rate Toward Our Base Valuation

Shares In Dimerix (ASX:DXB) Fell 40% Today; Not About The Data, But About the Timing

Percheron Therapeutics (ASX:PER): An Oncology Biotech That’s Growing Its Footprint

Shares In Cochlear (ASX:COH) Plunge Over 35% As FY26 Guidance Is Slashed By Nearly A Third! Is It A Buy The Dip Opportunity?

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