Market research
Technology company research across the US and Australia, covering software, semiconductors, digital platforms and computing infrastructure. Explore reporting on earnings, customer demand, product developments and company announcements, with attention to growth, margins and funding. Each article provides its own publication date and context; this archive brings that research together rather than providing a live sector price index.
47 results
US · Company Research
Qualcomm (NASDAQ: QCOM) shares moved higher in premarket trading after reports that the chipmaker has held talks to buy Tenstorrent, an artificial intelligence chip startup. The reported deal…
Australia · Company Research
Spectur Limited (ASX:SP3) is not the kind of small cap where one quarterly number tells the whole story. The headline number was soft. Spectur reported Q3 FY26 revenue…
US · Company Research
Micron Technology (NASDAQ: MU) is back in focus after the stock rallied in premarket trading on Monday, before turning volatile during the regular session. The move came as…
Australia · Company Research
Life360 Inc. (ASX:360) has an unusual market story. The company has built a large consumer platform around something deeply personal: where families are, where pets and devices are,…
US · Company Research
Advanced Micro Devices (NASDAQ: AMD) stock gained attention after Citi turned more bullish on the chipmaker. Citi analyst Atif Malik reportedly upgraded AMD from Neutral to Buy and…
Australia · Company Research
The hard part of the Iress story used to be figuring out what kind of company it was becoming. That question is easier now. Iress Limited (ASX:IRE) has…
US · Company Research
Adobe (NASDAQ: ADBE) reported strong second-quarter results, but the stock still fell. Revenue rose 13% year over year to US$6.62 billion, and adjusted earnings came in at US$5.96…
Australia · Company Research
FirstWave Cloud Technology Limited (ASX:FCT) has spent the past year trying to reshape how investors see it: less as a struggling micro-cap software name, more as a recurring-revenue…
US · Company Research
SpaceX’s huge IPO has put space stocks back in the spotlight. The company priced its shares at US$135 each and raised US$75 billion, making it one of the…
Australia · Company Research
Volt Group Ltd (ASX:VPR) has spent the first half of 2026 trying to change how investors see it. For a long time, the company’s story was easy to…
US · Company Research
Apple’s latest artificial intelligence update has given investors a lot to think about. At WWDC 2026, the company announced the next generation of Apple Intelligence, a more capable…
Australia · Company Research
Adisyn Limited (ASX:AI1) is no longer just asking investors to believe in graphene’s long-term promise. It is now trying to show that its process can work in a…
