Two Bull Catalysts, One Huge Valuation Question
4DMedical has had two bullish catalysts help push the company to a A$3.6B valuation. We started covering 4DMedical at 25 cents and have now seen it grow from a micro-cap into one of the top ASX performers, with a lot of future expectations now built into the share…
Down After the Raise, But Onsemi & Texas Instruments Are the Real Catalyst
Weebit Nano opened below the placement price today, which means the institutions that participated are already sitting in the red. Even so, the company successfully completed a fully underwritten A$80M placement, plus a A$7M Israeli placement, taking total proceeds to A$87M.
The company…
The mass sell-off in the semiconductor space
The semiconductor sector came under pressure, with Nvidia down 2.4%, AMD falling 5.5%, TSMC down 4.5%, and Micron dropping 4.6%, leaving it down 14% over the past five trading days. Western Digital fell 4.7%, and Sandisk dropped 8%.
The selloff was driven by Google’s recent TurboQuant announcement, which uses…
Xero and Anthropic have just unveiled a strategic partnership. The press release this morning did what all press releases of this kind would do: frame it as a win win for both sides...but of course few deals truly turn out like that. In the short-term, Xero will be the winner because investors worried it'll go…
The S&P 500 has decreased by 4.95% since the beginning of the year, while the Nasdaq Composite has also been pressured by recession fears. Many market participants are nervous about the future, including seasoned investors, and for good reason, as the economic landscape remains uncertain and creates significant market volatility. The bad news is that…
Since attacks flared up on February 28, the bitter conflict between the U.S., Israel, and Iran has triggered ripple effects across the global markets. Oil and gas prices have gone through the roof, and the longer the crisis continues, the greater the risk of stagflation. By late March 2026, the stock market had been abnormally…
The global boom in artificial intelligence and cloud computing has turbocharged demand for data centres, but also turbocharged a data centre backlash. In Australia (and elsewhere), demand for data centres is colliding hard with electricity and water (two of the most important but finite resources on the planet) and the friction is producing a backlash.…
A SpaceX IPO looks like it is on. It is not the first venture of Elon Musk's to list, but this one could be the largest ever IPO in terms of capital raised and the value of the company, it would be over US$1tn barring a highly unlikely cut in the most recent private valuation!…
Nufarm Extends Key bp Biofuels Deal
Nufarm (ASX: NUF) has had a rough run. The stock has lost more than half its value over the past 12 months, and frustrated investors have been asking the same question for months: Is there a genuine recovery story here, or is this a value trap? Recent news doesn't…
CPI Eased, but Risks Remain
Australia's inflation number just came in slightly better than expected, and markets briefly cheered. But we think investors are celebrating the wrong thing. The February CPI reading of 3.7% tells you what prices looked like before the world changed. It does not tell you where inflation is heading next, and…
