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Sector Roundup

Sector Roundup: Edge AI stocks regain momentum

Feb 3, 2026

ASX-listed AI and semiconductor names are showing renewed relative strength as global chip demand rebounds.

Small and mid-cap technology names delivered above-market gains this week, led by renewed appetite for edge AI solutions. Investors are favouring companies with clear commercial pathways and near-term revenue catalysts.

Our screening highlights rising trading volumes in Brainchip and Weebit Nano, while enterprise AI data providers are stabilising after a volatile 2025.

Near-term focus: watch for partnership announcements and customer qualification milestones as firms race to production scale.