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TechnologyOne (ASX:TNE) Defying the AI Doom Trade With 18% to 20% PBT Growth

SaaS Plus AI Momentum Drives a FY26 Upgrade TechnologyOne is defying the market’s AI shock narrative. For readers who came across our article on AI and SaaS disruption, you will remember our core point: we believe the market has overstated the impact AI will have on high quality SaaS businesses, especially those with embedded workflows, sticky…

ByCharlie YouldenFebruary 18, 20260Comments

Tech Stocks Technology

Hansen Technologies (ASX:HSN) Cash Acceleration Is the Story in 1H FY26

Hansen Technologies 7% Sales Growth, 46% EBITDA Growth, Execution Tightens Hansen Technologies delivered steady revenue growth, but a sharp uplift in profit, which triggered a re rating this morning as the market reacted to cash acceleration in the latest half. What we like here is that Hansen is starting to demonstrate improving efficiency. You can see…

ByCharlie YouldenFebruary 18, 20260Comments

Uncategorized

Retail Investor Trends: What Young Australians Should Know About Trading in 2026

Retail investing in Australia has become complex and evolved far beyond the buy-and-hold strategies common a few years ago. Individual and retail investors now have access to global markets, advanced trading tools, and a wide range of investment products. The change is driven by technology, new asset preference, and a more uncertain global macro environment.…

ByUjjwal MaheshwariFebruary 18, 20260Comments

Small Caps Stocks

Why Investors Are Rotating Into ASX Small Caps- 5 Top Picks for 2026

ASX Small Caps Are Back on the Radar for 2026 An interesting development occurred on the ASX in 2025. While most investors focused on big, well-known stocks, ASX small-cap shares quietly performed much better. The Small Ordinaries Index rose by almost 25 per cent for the year, which is about 2.5…

ByUjjwal MaheshwariFebruary 18, 20260Comments

International Stocks Tech Stocks Technology

Cisco Systems (NDQ:CSCO): Will this US$300bn company really be a winner from the AI boom? Investors aren’t so sure

As a big company in the networking equipment space, Cisco Systems (NDQ:CSCO) is a company you could be forgiven for thinking will be a winner from AI just by being there. But investor reaction to its latest results suggest investors are currently skeptical. What are the Best ASX stocks to invest in right now? Check our buy/sell…

ByNick SundichFebruary 18, 20260Comments

Gold Stocks

Horizon Minerals (ASX: HRZ) Raises A$175M to Build 100,000oz Gold Producer- Buy the Dilution or Step Aside?

Horizon Mineral’s A$175m Raise Fuels Black Swan Gold Ambition Horizon Minerals (ASX: HRZ) went into a trading halt this week to secure an A$175 million fully underwritten share placement at A$1.08 per share. That price is a 12.6 per cent discount to its last closing price of A$1.23. The funds will be used to develop…

ByUjjwal MaheshwariFebruary 18, 20260Comments

Biotech Stocks Healthcare Stocks Life Sciences

If you wondered why share prices fall after a capital raising, Botanix is the ‘perfect’ poster child

We thought this was a perfect time to ponder the question,' Why share prices fall after a capital raising', in light of what happened with Botanix Pharmaceuticals (ASX:BOT). Its shares fell 33% in less than an hour of trading. Now, shouldn't investors be happy that the company has $45m more cash? Let's just say that…

ByNick SundichFebruary 18, 20260Comments

Mining Stocks

BHP Just Reached A Record High as Copper Becomes Its Biggest Earner for the First Time

BHP just reached a record high, and copper is the cause! BHP Group (ASX: BHP) surged more than 7% to a fresh all-time high of A$54.20 on Tuesday before settling at A$52.74 after delivering half-year results that beat expectations. Revenue rose 11% to US$27.9 billion, profit jumped 28% to US$5.64 billion, and the board declared…

ByUjjwal MaheshwariFebruary 18, 20260Comments

Bank Stocks

Judo Capital (ASX: JDO) Surges on 53% Profit Jump – Is the Challenger Bank a Buy?

Judo Capital Surges After 53% Profit Jump Judo Capital Holdings (ASX: JDO) surged as much as 12 per cent on Tuesday after delivering its strongest half-year result since listing. The SME-focused challenger bank reported profit before tax of AUD 86.5 million, up 53 per cent on the same period last year, driven by a growing…

ByUjjwal MaheshwariFebruary 18, 20260Comments

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TechnologyOne (ASX:TNE) Defying the AI Doom Trade With 18% to 20% PBT Growth

Hansen Technologies (ASX:HSN) Cash Acceleration Is the Story in 1H FY26

Retail Investor Trends: What Young Australians Should Know About Trading in 2026

Why Investors Are Rotating Into ASX Small Caps- 5 Top Picks for 2026

Cisco Systems (NDQ:CSCO): Will this US$300bn company really be a winner from the AI boom? Investors aren’t so sure

Horizon Minerals (ASX: HRZ) Raises A$175M to Build 100,000oz Gold Producer- Buy the Dilution or Step Aside?

If you wondered why share prices fall after a capital raising, Botanix is the ‘perfect’ poster child

BHP Just Reached A Record High as Copper Becomes Its Biggest Earner for the First Time

Judo Capital (ASX: JDO) Surges on 53% Profit Jump – Is the Challenger Bank a Buy?

Weebit Nano (ASX:WBT) is getting ready for the big time with an $80m capital raise!

BluGlass presented at the Pitt Street Research Semiconductor Conference 2026

Weebit Nano presented at the Pitt Street Research Semiconductor Conference 2026

Nanoveu presented at the Pitt Street Research Semiconductor Conference 2026

Archer Materials presented at the Pitt Street Research Semiconductor Conference 2026

2020, the Golden Year

Investing in the Year of the Rat

Market trouble spots to avoid in 2020

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