ASX Tech July Winners: A strong month as AI fever takes hold; iSynergy rockets 1,000pc
ASX tech shines as inflation cools and rate hopes rise
IS3 explodes 1000% on AI cloud ambitions
What happened globally in July?
After months of tweet-storms and tariff theatrics, July finally served up something investors hadn't tasted in a while ... clarity.
Both the Nasdaq and S&P 500 hit fresh all-time highs during the month, riding a wave of solid earnings and the sense that maybe Washington was done setting things on fire.
US growth stocks outpaced value 2-to-1, and nearly 80% of S&P 500 companies beat earnings expectations, according to figures from JPMorgan.
Trump's new trade deals - first with Vietnam, then Japan and the EU - dialled down the tension.
Tariffs are still chunky (15-20%), but investors would rather deal with known pain than flinch at every tweet.
Then there was the real sugar hit: Trump's 'One Big Beautiful Bill Act' finally got the green light in July, promising another round of fiscal stimulus.
On the quarterly reporting front, the Magnificent Seven's earnings surged 21.6% year-on-year while the rest of the market huffed along at just 4%.
Alphabet and Apple lit the match, and Nvidia rode the rocket to new highs.
But Tesla dropped more than 8% after Elon muttered something about 'difficult times' ahead.
ASX tech stocks had strong month
Then we pan back to the local stage, where the ASX 200 clocked a tidy 2.36% gain for July, its fourth straight winning month.
With inflation cooling to 2.1% for the June quarter, punters started betting the RBA might soon loosen the screws.
Rate cut hopes always put a bit more spring in the market's step.
Among the 11 sectors, healthcare stole the spotlight.
After months stuck in the recovery ward, health ripped back with a near 9% gain, making it July's best performer.
That finally gave investors a reason to stop writing 'under review' next to their CSL notes.
Tech also stacked on a 5% gain for the month, thanks to a mix of AI optimism and real earnings momentum.
But some analysts reckon this market is still on a short rope.
Profits have been falling for three years straight but valuations are still sitting up around 19x forward earnings.
And the only thing keeping investors from bolting to cash are growth sectors like tech and biotech.
ASX tech winners in July
Code Name Price Month % Change Market Cap
IS3 I Synergy Group Ltd 0.011 1000% 18,769,299
CT1 Constellation Tech 0.002 100% 2,949,467
NVQ Noviqtech Limited 0.042 83% 10,564,535
NVU Nanoveu Limited 0.069 68% 63,433,796
DRO Droneshield Limited 3.750 64% 3,279,820,703
AI1 Adisyn Ltd 0.070 59% 50,688,792
NOV Novatti Group Ltd 0.030 58% 16,799,952
ATV Activeportgroupltd 0.014 56% 9,617,679
OEC Orbital Corp Limited 0.145 53% 23,893,059
LIS Lisenergylimited 0.160 52% 102,432,037
WBT Weebit Nano Ltd 2.420 49% 504,472,157
BEO Beonic Ltd 0.300 43% 21,258,302
OLL Openlearning 0.017 42% 8,205,469
AXE Archer Materials 0.290 35% 73,905,634
FL1 First Lithium Ltd 0.100 33% 7,965,360
HYD Hydrix Limited 0.017 31% 4,637,070
ICE Icetana Limited 0.072 29% 38,291,466
AT1 Atomo Diagnostics 0.018 29% 14,177,803
SMN Structural Monitor. 0.530 28% 81,834,675
SP3 Specturltd 0.015 25% 4,753,502
ZMM Zimi Ltd 0.010 25% 4,900,438
360 Life360 Inc. 40.160 25% 6,827,390,399
8CO 8Common Limited 0.021 24% 4,705,993
KYP Kinatico Ltd 0.240 23% 103,702,076
1CG One Click Group Ltd 0.011 22% 13,005,148
FLX Felix Group 0.220 22% 45,190,339
X2M X2M Connect Limited 0.019 21% 8,266,080
QOR Qoria Limited 0.600 21% 800,177,642
HSN Hansen Technologies 6.010 21% 1,226,308,647
DTI DTI Group Ltd 0.006 20% 5,382,617
ID8 Identitii Limited 0.006 20% 4,668,081
ODA Orcoda Limited 0.078 20% 14,626,109
ROC Rocketboots 0.097 20% 16,617,395
AMO Ambertech Limited 0.185 19% 17,649,885
FCL Fineos Corp Hold PLC 2.760 18% 934,351,756
NVX Novonix Limited 0.450 18% 286,775,115
PHX Pharmx Technologies 0.110 18% 65,835,747
JCS Jcurve Solutions 0.046 18% 15,195,798
XYZ Block Inc 120.940 18% 5,466,116,351
HCL Highcom Ltd 0.365 18% 37,479,175
EPX EPX Limited 0.027 17% 17,811,282
DCC Digitalx Limited 0.088 17% 129,806,213
JAN Janison Edu Group 0.170 17% 44,181,003
CYB Aucyber Limited 0.080 16% 16,699,810
RUL Rpmglobal Hldgs Ltd 3.370 16% 743,859,780
CAT Catapult Grp Int Ltd 6.630 13% 1,880,880,300
EOS Electro Optic Sys. 3.210 13% 619,376,238
RKN Reckon Limited 0.535 13% 60,612,735
CML Connected Minerals 0.140 12% 5,790,150
SEN Senetas Corporation 0.019 12% 31,464,363
TAL Talius Group Limited 0.068 11% 19,498,919
BLG Bluglass Limited 0.010 11% 25,764,258
DUB Dubber Corp Ltd 0.020 11% 52,500,599
EXT Excite Technology 0.010 11% 20,726,419
PPS Praemium Limited 0.705 10% 336,789,198
RCL Readcloud 0.110 10% 16,898,174
IFM Infomedia Ltd 1.300 10% 491,945,597
XF1 Xref Limited 0.170 10% 37,415,260
ERD Eroad Limited 1.420 10% 266,207,194
WTC Wisetech Global Ltd 119.380 9% 39,947,292,069
RKT Rocketdna Ltd. 0.012 9% 10,986,279
RWL Rubicon Water 0.190 9% 45,732,069
TYR Tyro Payments 0.955 9% 504,871,747
CCR Credit Clear 0.255 9% 108,285,404
IKE Ikegps Group Ltd 0.910 8% 167,050,840
NXL Nuix Limited 2.370 8% 783,837,994
DDR Dicker Data Limited 8.720 8% 1,575,634,092
SPX Spenda Limited 0.008 7% 34,614,116
ATA Atturralimited 0.855 7% 324,036,918
GTI Gratifii 0.099 6% 37,599,343
FCT Firstwave Cloud Tech 0.017 6% 29,129,818
HTG Harvest Tech Grp Ltd 0.017 6% 15,453,311
EVS Envirosuite Ltd 0.088 6% 127,774,253
CPU Computershare Ltd 42.150 6% 24,379,015,001
BRN Brainchip Ltd 0.205 5% 415,277,056
NOR Norwood Systems Ltd. 0.021 5% 10,834,480
OAK Oakridge 0.067 5% 1,808,860
WHK Whitehawk Limited 0.012 5% 8,525,483
ASB Austal Limited 6.560 4% 2,762,941,089
MP1 Megaport Limited 15.060 4% 2,423,776,460
CDA Codan Limited 20.950 4% 3,803,909,140
CF1 Complii Fintech Ltd 0.025 4% 14,289,450
BCC Beam Communications 0.130 4% 11,234,850
CXZ Connexion Mobility 0.026 4% 20,832,933
UBN Urbanise.Com Ltd 0.870 4% 68,417,589
SNS Sensen Networks Ltd 0.030 3% 23,791,124
CGO CPT Global Limited 0.062 3% 2,597,637
XRG Xreality Group Ltd 0.032 3% 23,793,521
KNO Knosys Limited 0.036 3% 7,780,993
VR1 Vection Technologies 0.038 3% 67,200,032
EIQ Echoiq Ltd 0.225 2% 145,167,235
SLX Silex Systems 4.250 1% 1,011,949,327
XRO Xero Ltd 180.990 1% 29,932,420,128
iSynergy Group (ASX:IS3)
IS3 shares soared 1000% in July after it inked a non-binding MoU with Nasdaq-listed Treasure Global (TGL) to explore a $600,000 deal for AI chips and cloud infrastructure in Malaysia.
The plan is to buy advanced GPUs over 12 months and potentially co-develop regional AI data centres.
While the MoU isn't binding and no money's changed hands yet, it marks IS3's first serious step into AI infrastructure, aligning with its broader goal to scale up digital capabilities and regional reach.
The share price surge caught the ASX's attention, prompting a speeding ticket.
IS3 responded by confirming it had been in early talks, which had now been formalised in the MoU, but stressed the discussions were 'substantially incomplete' and didn't justify the share price spike.
Still, the market clearly saw something it liked in IS3's AI ambitions, and ran with it.
NoviqTech (ASX:NVQ)
NoviqTech fired the starter's pistol on its quantum push in July.
The company launched a new subsidiary called Quantum Intelligence to bring quantum computing, AI and blockchain to mainstream enterprise.
It's kicking off with a September beta of two subscription-based tools: QI Provenance for tamper-proof digital trust and QI AI for blockchain-backed decision-making.
Later this year, NVQ rolls out the full Quantum Intelligence Platform, powered by NVIDIA CUDA-Q, promising up to 10x performance for heavy workloads like logistics, finance and cryptography.
To back it, NVQ has locked in a $1.25m placement at 3.6c a share and secured long-term global rights to the QI software from Singapore-based Morphotech.
The licence is non-exclusive and royalty-free until NVQ hits profitability.
Nanoveu (ASX:NVU)
In July, Nanoveu took a major leap from simulation to silicon, kicking off synthesis of its ultra-efficient 16nm ECS-DoT chip in partnership with Cairo's Centre of Nanoelectronics.
The chip is designed for smart edge devices, from wearables to autonomous systems.
Alongside it, Nanoveu launched a modular AIoT kit to fast-track prototyping across sectors like healthcare and logistics, and opened early access for developers.
To fuel the rollout, the company raised $2 million from high-net-worth backers at 5.5c a share, giving it the runway to finish chip production and scale commercial testing.
With phase 2 drone trials now underway, Nanoveu is putting ECS-DoT through its paces in real-world environments.
The aim is to validate its energy efficiency after earlier simulations showed a 33% boost in drone flight endurance.
DroneShield (ASX:DRO)
DroneShield had a bumper July, with major announcements sending its share price flying.
First up, it secured a $5 million slice of a $16.9m Australian Defence Force contract under LAND156, supplying handheld gear to knock out rogue drones.
Then came the big swing. DroneShield committed $13m to triple its Sydney production space and expand R&D, as it ramps up to meet booming global demand.
The upgrade pushes total annual manufacturing capacity to $2.4 billion by end-2026.
This was backed by fresh wins including a $61.6m European deal and an $11.7m R&D contract with a Five Eyes defence department, its fourth with the same customer.
DroneShield is scaling fast and gearing up for serious global defence action.
Adisyn (ASX:AI1)
Adisyn has installed and commissioned its new Atomic Layer Deposition (ALD) system at its Israeli research site, marking a big step forward in its graphene R&D push.
The upgraded Beneq TFS 200 machine gives Adisyn the firepower to deposit ultra-thin graphene layers with greater speed, precision and control.
This is crucial for developing low-temperature graphene solutions aimed at next-gen semiconductor interconnects.
The system will run in tandem with a second unit already operating at Tel Aviv University, allowing Adisyn to accelerate validation across different substrates and conditions.
The dual ALD setup sets the stage for Adisyn to fast-track its graphene roadmap and move closer to real-world chip integration.
ASX tech losers in July
Code Name Price Month % Change Market Cap
1TT Thrive Tribe Tech 0.010 -50% 1,015,864
VIG Victor Group Hldgs 0.049 -36% 31,959,107
AR9 Archtis Limited 0.155 -33% 52,584,833
XPN Xpon Technologies 0.007 -22% 2,899,773
OPL Opyl Limited 0.023 -21% 5,652,671
AD8 Audinate Group Ltd 6.150 -18% 518,027,839
GTK Gentrack Group Ltd 9.750 -15% 1,050,288,486
DXN DXN Limited 0.061 -15% 18,220,922
AVA AVA Risk Group Ltd 0.085 -15% 24,690,122
AJX Alexium Int Group 0.006 -14% 9,518,572
VNL Vinyl Group Ltd 0.099 -14% 133,309,975
COS Cosol Limited 0.583 -13% 106,008,474
FND Findi Limited 3.710 -13% 229,282,530
EOL Energy One Limited 13.200 -12% 413,561,056
TZL TZ Limited 0.048 -11% 13,469,477
SKO Serko 2.620 -11% 326,452,393
SPZ Smart Parking Ltd 0.800 -10% 328,122,329
ESK Etherstack PLC 0.450 -8% 59,675,401
3DP Pointerra Limited 0.046 -8% 37,033,533
PRO Prophecy Internation 0.400 -7% 29,499,574
SPA Spacetalk Ltd 0.150 -6% 10,966,902
PFM Platformo Ltd 0.076 -5% 7,213,031
YOJ Yojee Limited 0.380 -4% 132,577,872
5GN 5G Networks Limited 0.135 -4% 40,208,638
DWG Dataworks Group 0.084 -3% 8,586,820
EML EML Payments Ltd 1.125 -3% 430,449,460
BVS Bravura Solution Ltd 2.150 -3% 963,961,104
SOR Strategic Elements 0.031 -3% 14,690,871
ASV Assetvisonco 0.037 -3% 27,541,378
SMP Smartpay Holdings 1.015 -2% 245,572,616
ACE Acusensus Limited 0.930 -2% 130,400,752
DUG DUG Tech 1.340 -1% 180,441,185
ELS Elsight Ltd 1.750 -1% 379,811,826
RDY Readytech Holdings 2.270 -1% 280,490,523
DTL Data#3 Limited 7.540 -1% 1,168,008,831
IRE IRESS Limited 7.940 -1% 1,483,108,424
VGL Vista Group Int Ltd 3.230 -1% 771,435,051
OCL Objective Corp 19.050 -1% 1,821,184,686
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