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
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…
Australia · Company Research
WiseTech Global (ASX: WTC) shares are under pressure again after fresh media reports involving founder Richard White added to investor concerns. The company is still known for its…
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…
Australia · Company Research
Norwood Systems Ltd (ASX:NOR) has been easy for the market to ignore for long stretches. Small-cap software names often live in that uncomfortable space: too early for large…
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…
Australia · Company Research
Aristocrat Leisure (ASX:ALL) still looks, at first glance, like the same global gaming machine giant investors have known for years. That is only half the story. The company’s…
Australia · Company Research
Xero (ASX:XRO) and WiseTech Global (ASX:WTC) were among the ASX technology names under pressure as investors reassessed growth-stock valuations. The weakness was not only about these two companies.…
Australia · Company Research
The interesting part of Thrive Tribe Technologies Limited (ASX:1TT) is not that it has found a fresh set of words for an old asset. It is that the…
Australia · Company Research
FortifAI Ltd (ASX:FTI) is no longer being valued like a small Australian games developer. That is the first thing investors need to understand. The company formerly known as…
Australia · Company Research
AnteoTech Ltd (ASX:ADO) is no longer just asking investors to wait for the science. The Brisbane materials company has spent the past few months putting more commercial pieces…
Australia · Company Research
The cleaner story at XPON Technologies Group Ltd (ASX:XPN) is not the AI label. It is the operating turn. For small ASX technology names, that distinction matters. AI…
Australia · Company Research
Novonix Limited (ASX: NVX) is back on investors’ radar after reaching an important battery materials milestone with Panasonic Energy. The company has delivered a mass production qualification sample,…
