While the ASX has seen modest gains, mining technology specialist Imdex has rewarded its investors with a total shareholder return of 118% since 2019. Recent performance suggests accelerating momentum, though analysts urge a closer look at underlying fundamentals.
Chinese authorities have approved ByteDance, Alibaba, and Tencent to purchase over 400,000 of NVIDIA's flagship H200 AI chips, signaling a pragmatic shift in Beijing's approach to balancing advanced U.S. technology with domestic chip ambitions.
Micron Technology has broken ground on a massive new NAND fabrication facility in Singapore, a decade-long, $24 billion project aimed at meeting explosive demand for AI and data storage. The move signals a strategic long-term pivot but raises questions about market cycles and capital discipline.
Credo Technology Group is deepening its integration into hyperscale AI infrastructure through the launch of its high-bandwidth Blue Heron retimer and a strategic patent licensing agreement with 3M, positioning itself as a key enabler for next-generation AI clusters.
Amid global market uncertainty, savvy investors are shifting focus to Asia's resilient technology sector, where companies like Optowide Technologies, Zhejiang Century Huatong, and Digital Garage are demonstrating robust innovation and growth potential despite broader economic headwinds.
German UV technology specialist Hoenle AG has seen its share price rally in recent months, yet analysts suggest it may still trade below its intrinsic value. We examine whether this small-cap stock presents a buying opportunity or carries hidden risks.
Payment technology firm WEX Inc. is set to release its quarterly financial results after Wednesday's market close, with Wall Street anticipating a return to revenue growth following last year's dip.
Energy Recovery (ERII) sees its price target raised to $23 by analysts, reflecting increased confidence in the adoption timeline for its CO2 refrigeration technology, despite stable core valuation metrics. The shift underscores a nuanced market narrative focused on execution rather than a fundamental change in long-term prospects.
As Fortive prepares to release its fourth-quarter results, investors are weighing slowing revenue growth projections against a backdrop of robust peer performance and cautious analyst sentiment. The industrial technology firm's ability to meet or exceed forecasts could signal its resilience in a fluctuating market.
Amid market volatility, Mettler-Toledo International Inc. (MTD) continues to draw bullish attention for its entrenched role in mission-critical measurement technology across life sciences and industrial sectors. Analysts argue its premium valuation reflects durable competitive advantages rather than market froth.
As the AI infrastructure race intensifies, a critical bottleneck is emerging: memory. With demand for high-bandwidth memory (HBM) skyrocketing, Micron Technology finds itself at the center of a new investment thesis, drawing comparisons to the early days of Nvidia's AI-driven ascent.
SiTime Corporation (NASDAQ: SITM), a leader in MEMS-based timing solutions, is attracting bullish attention as its technology becomes increasingly critical for AI infrastructure and high-performance computing. With strong recent financials and strategic expansion, the company is navigating both opportunities and risks in a complex semiconductor landscape.
A deep dive into the bullish investment thesis for American Resources Corporation (AREC), which hinges on its proprietary rare earth processing technology and a pivotal $1.4 billion U.S. government partnership aimed at reducing reliance on China.
A new national survey reveals a significant majority of American voters believe the rollout of artificial intelligence is happening too rapidly, coupled with profound doubts about federal regulators' capacity to oversee the technology effectively.
Pfizer has secured global rights to Novavax's Matrix-M adjuvant technology, aiming to develop new vaccines for infectious diseases as it seeks to diversify its portfolio beyond pandemic-related sales.
HCA Healthcare, the nation's largest hospital operator, is navigating post-pandemic challenges with a strategy focused on operational efficiency and technology adoption. As labor costs moderate, analysts point to significant margin expansion potential driven by AI deployment across its vast network.
Amid a turbulent Florida property insurance market, HCI Group has engineered a remarkable turnaround. Its vertically integrated, technology-driven model is delivering record margins and attracting bullish investor attention, presenting a compelling case in a high-risk sector.
As aging pipes waste billions of gallons, Badger Meter's smart technology is becoming essential for utilities. But with shares near record highs, is the water infrastructure play already priced in?
As new leadership takes the helm, battery innovator Amprius Technologies is pivoting its high-energy-density silicon anode technology from niche aerospace applications toward the mass electric mobility market, backed by a new manufacturing strategy and surging revenue.
As hyperscalers scramble to build AI capacity, SanDisk Corporation finds itself at the center of a critical bottleneck. Its enterprise SSD technology is now seen as mandatory infrastructure, transforming its market position and financial outlook.
