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Technology

NASDAQ:NVDA at Record Highs: Bet on AI Capex Trumps 23-Year High Borrowing Costs

NVIDIA's weighting in the S&P 500 and Nasdaq-100 has crossed a threshold where the stock's daily moves are no longer correlated to idiosyncratic company performance, they are now index-moving events. When a single holding accounts for 6–7% of a broad index, a 2% move …

Nitish Kishor | 06 October 2026

NASDAQ:PTC Acquisition Signals Schneider Electric's $22.6B Bet on Factory Automation AI

Schneider Electric's $22.6 billion offer for NASDAQ:PTC reflects a deliberate architectural choice. Factory automation, the traditional Schneider domain, is merging with product design, engineering simulation, and digital twins. Without NASDAQ:PTC's product lifecycle management platform, Schneider controls the shop floor but not the engineering layer …

Nitish Kishor | 06 October 2026

NASDAQ:WDC Storage Surge: One-Day Momentum Play or Validated AI Data-Center Thesis?

NASDAQ:WDC's strength on Monday reflects a correct but indirect link to AI infrastructure spending. Large AITrainingclusters do require vast storage for datasets, model checkpoints, and inference logs. A GPU-heavy training environment might support 10–50 petabytes of nearline and archive capacity per cluster. At scale, …

Nitish Kishor | 06 October 2026

SpaceX NASDAQ:SPCX: Pipeline Project Signals Infrastructure, Not Rocket Science, Is the Bottleneck

SpaceX's proposed natural gas pipeline in Florida is not a glamorous headline, but it is a revealing one. Launch cadence at a spaceport is constrained by the least flexible input, ground infrastructure. Rocket engines, avionics, and propellant systems can be manufactured and tested. But …

Nitish Kishor | 06 October 2026

RocketBoots (ASX:ROC): First US Store Installations Begin for AI Loss-Prevention Rollout

RocketBoots Limited (ASX:ROC) is an ASX-listed technology company that applies mathematics, computer science andMachine Learningto retail and retail-bankingBusinessproblems. On 6 October 2026, the company said installation had begun in the first US stores for a tier-one multinational retailer using its AI loss-prevention platform, marking …

Aditi Sarkar | 06 October 2026

PlaySide Studios (ASX:PLY): Dumb Ways to Build Reaches About 150,000 Unit Sales

PlaySide Studios Limited (ASX:PLY) develops and publishes video games across mobile, PC and console, virtual reality and mixed reality platforms. Its 6 October 2026 update provided an early view of the commercial performance of Dumb Ways to Build, the first PC and console title …

Aditi Sarkar | 06 October 2026

Stakk (ASX:SKK): IBM Agreement Extends AI Document Processing Across Australia and New Zealand

The agreement is scheduled to commence in October 2026. Stakk said the arrangement builds on the established relationship between ParaScript and IBM in the United States, with the new deployment covering the Australian and New Zealand markets.

Aditi Sarkar | 06 October 2026

Spenda (ASX:SPX): Gateway Platform Positioned for ATO Credit Card Payment Change

•Spenda said its Gateway platform is aimed at businesses affected by the ATO decision to stop acceptingCreditcard payments from 30 November 2026.

Aditi Sarkar | 06 October 2026

Rocketboots (ASX:ROC) Surges 13.95% as the Market Reprices the Stock

Rocketboots Ltd (ASX:ROC) ended the 6 October 2026 session at AUD 0.245, rising 13.95% and ranking among the day’s larger percentage movers. The closing performance brings fresh attention to a company whose underlying story is centred on software using computer vision and analytics for …

Aditi Sarkar | 06 October 2026

Flexiroam (ASX:FRX) Lands Major Australian Bank Roaming Deal Through Mastercard

The bank has not been named. Under the arrangement, each eligible cardholder can claim a free 3GB global data plan once a year, usable for 15 days in more than 150 countries. Once that allowance runs out, cardholders get a 20 per cent discount …

Aditi Sarkar | 06 October 2026
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