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Technology

Nodestream (ASX:NS1) Enters the Defence-Tech Spotlight as Live Video Moves to the Tactical Edge

The timing places ASX:NS1 in one of the market's hottest thematics. As drones, robotics and contested electromagnetic environments reshape modern conflict, the ability to push live video, voice and telemetry through jammed or degraded networks has become a tactical problem. Nodestream positions its technology …

Sonal Goyal | 31 July 2026

Nodestream (ASX: NS1) Bets on Ukraine-Linked Defence Push After Harvest Technology Rebrand

For a micro-cap that has long marketed its Nodestream technology to offshore energy and maritime customers, the reframing is significant. It concentrates the investment narrative on defence-grade resilient video and data, and it invites scrutiny of whether a small Perth engineering house can navigate …

Sonal Goyal | 31 July 2026

Fortifai (ASX:FTI) Launches Its Nol8 AI Data Plane - Can It Turn Market Attention Into Revenue?

The rebrand has certainly captured attention. The tougher question, and the one that will decide whether the re-rating endures, is whether that attention can be converted into paying customers and recurring revenue before the enthusiasm fades.

Sonal Goyal | 31 July 2026

Codan (ASX:CDA) Deepens Its Defence Technology Footprint with Adaptive Dynamics

Codan is extending its communications portfolio beyond conventional radio systems and deeper into resilient defence technology. The completion of its Adaptive Dynamics transaction arrives as the company approaches FY26 results with elevated earnings expectations.

Aditi Sarkar | 31 July 2026

Aurora Labs (ASX:A3D): A 3D-Printing Minnow Finds Traction in Defence

Aurora Labs jumped after a June-quarter report showed record receipts and a sharply lower cash burn, backed by growing defence credentials.

Aditi Sarkar | 31 July 2026

Decidr AI Industries (ASX:DAI) Wants to Industrialise AI — Is This ASX Minnow Building a Real Platform?

That re-rating rests on a simple but demanding proposition. Management argues that Decidr can package agentic AI into governed, repeatable software that enterprises will pay for at scale. The March 2026 quarter offered fresh evidence of momentum, but also a reminder of how early …

Sonal Goyal | 31 July 2026

Codeifai's AI Pivot Is Back in Focus: Can ASX:CDE Convert Attention Into Commercial Scale?

For a business with a market value of only a few million dollars, the questions are basic but decisive: does Codeifai have technology customers will pay recurring fees for, and can it fund the journey to profitability without repeatedly returning to shareholders? The latest …

Sonal Goyal | 31 July 2026

AnteoTech's US-Validated Silicon Anode Could Supercharge the Drone-Battery Race for ASX:ADO

For a company capitalised at roughly A$60 million, the appeal is straightforward: a validated, differentiated materials technology aimed at two large and growing markets. The challenge, equally clear, is that AnteoTech has yet to convert years of development into the recurring commercial revenue that …

Sonal Goyal | 31 July 2026

Thrive Tribe Technologies (ASX:1TT): Could Its Creator Platform and AI Pivot Become a Surprise Growth Story?

The appeal is straightforward. Thrive Tribe is attempting to attach itself to two of technology's most talked-about themes, the monetisation of online creators and the spread of artificial intelligence into everyday work, while trading at a valuation of only a few million dollars. That …

Sonal Goyal | 31 July 2026

1414 Degrees (ASX:14D) Pivots Into Drones, Defence and Data Centres — Is This the Reinvention Investors Wanted?

The company still carries the name and legacy of its original mission, but its recent narrative reads very differently. Across a busy few months it has launched a dedicated aerospace and defence division, signed a battery-testing deal with a Ukrainian drone manufacturer, unveiled a …

Sonal Goyal | 31 July 2026
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