Information Technology

Arista Networks insider sales and modest institutional holdings show routine portfolio adjustments, yet sustained investor confidence and strong tech‑industry positioning.

East Star Resources & Nova Ltd. secure drilling approvals, launch 5‑hole, 1,500m copper exploration at Rulikha, moving toward a defined resource and production stake.

Amphenol’s MLCC strategy shifts focus to high‑margin AI/automotive capacitors, driving 18% YoY growth with long‑term contracts while managing supply‑chain and tariff risks.

Strategy Inc. turns Q3 profitable thanks to a Bitcoin rally—unrealised gains offset losses, showing how crypto can boost corporate earnings.

CGI Q3 2026 portfolio update: tech‑heavy strategy, moderate leverage, and NAV growth – how the firm’s focus on large‑cap technology could beat the market.

Applied Materials’ 2026 Form 4 filings reveal routine executive equity moves, highlighting incentive alignment while showcasing the firm’s key role in 4‑ and 3‑nm node yield and capacity optimization in the semiconductor sector.

Lam Research’s steady growth in 2026 shows how reliable equipment suppliers can thrive amid shifting semiconductor demands, EUV adoption, and supply‑chain resilience.

Advantest’s share climb reflects a renewed focus on AI‑driven semiconductor testing, boosting investor confidence as tech firms rally amid growing data‑centre demand.

Explore why Iren Ltd’s shift from Bitcoin mining to AI‑infrastructure fuels its surge, Nvidia partnership, and long‑term growth prospects.

Halma plc shares dip 2% while FTSE 100 climbs; mid‑cap industrial group faces normal market volatility amid rising index highs.