US markets
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.
15 results
Explore Australian marketsUS · Company Research
OpenAI has confidentially filed for an IPO that could value it at up to US$1 trillion, days after Anthropic filed at US$965 billion. They join SpaceX, set to…
US · Company Research
Breaking the Power Ceiling: How Navitas’s NVIDIA Integration Sparked a 20% Institutional Buying Frenzy The broader technology sector has spent recent weeks trapped in a choppy, macro-driven holding…
US · Company Research
IBM Stock Hits Record High After Barclays Call and Quantum Funding Momentum IBM’s rally reflects renewed interest in its software business, quantum plans and role in regulated enterprise…
