Skip to content Skip to sidebar Skip to footer

Newsletter

Charlie Youlden

508 articles published

Market news Tech Stocks

OpenAI AI Crown Is No Longer Untouchable

OpenAI’s Reign Faces Its First Real Test Many people have heard the headlines claiming that OpenAI is calling a code red, but most still do not understand why. When we dig into the data on market share across AI model usage, a clearer picture starts to form. What investors and users should keep in mind…

ByCharlie YouldenDecember 10, 20250Comments

Healthcare Stocks Tech Stocks

Cogstate (ASX:CGS) Sells Off 22% on Timing Delay, But the Fundamentals Stay Intact

Cogstate’s H1 Hit Is a Timing Story, Not a Demand Story Cogstate Ltd (ASX:CGS) delivered a business update this morning that reset expectations for its H1 FY26 revenue timing and margin outlook, which triggered a sharp 22% sell-off. The market reacted to near-term revenue being pushed into the back half of the year due to…

ByCharlie YouldenDecember 10, 20250Comments

Market news Tech Stocks

Nvidia’s Back in China, But Uncle Sam Takes a 25% Cut

NVDA Re-enters China Under New Rules President Trump has announced that the US will allow Nvidia to export its H200 chips to approved customers in China, signalling a possible softening of export controls. The move comes with a catch. The US government will collect a 25% fee on every chip sold, and more advanced Blackwell…

ByCharlie YouldenDecember 9, 20250Comments

Healthcare Stocks Technology

Immutep (ASX:IMM) Surges on US$369M Global Partnership With Dr. Reddy’s

Immutep Lands Global Deal With Dr. Reddy’s Immutep (ASX:IMM) surged 23% at market open after announcing a new strategic partnership through a collaboration and licensing agreement with Dr Reddys Laboratories, a major global pharmaceutical company based in India. Under the deal, Dr Reddys secures exclusive rights to develop and commercialise Efti across all markets outside…

ByCharlie YouldenDecember 9, 20250Comments

Market news Tech Stocks Technology

Netflix Thought It Had the Ending, Paramount Just Wrote a Plot Twist

From Binge to Battle The Warner Bros Discovery (NSDQ:WBD) acquisition saga has escalated into a high-stakes bidding war, with Netflix (NSDQ:NFLX) securing an initial deal for key assets and Paramount Global (NSDQ:PARA) launching a hostile takeover bid for the entire company. It almost feels like a poker match, Paramount holding pocket aces and Netflix sitting…

ByCharlie YouldenDecember 9, 20250Comments

Tech Stocks Technology

China’s New AI IPO Moore Threads Skyrockets 425% on Debut

Moore Threads Soars 425% on Debut as Investors Chase the Next Nvidia It’s starting to look like any company with an AI label in China can trigger enormous rallies, as the country pushes aggressively to rival US dominance in artificial intelligence. Despite China already being ahead in several AI applications, investor enthusiasm has gone into…

ByCharlie YouldenDecember 8, 20250Comments

Mining Stocks Uncategorized

St George Mining (ASX: SGQ) Strikes Highest Grades Yet at Araxá

World-Class Rare Earth Potential St George Mining (ASX:SGQ) has delivered an exceptional run on the ASX, rising 242% over six months despite a recent 40% pullback driven largely by shifting macro sentiment. We’ve covered SGQ extensively in recent months, and today the spotlight is on the company’s Araxá Project in Brazil, which has just produced…

ByCharlie YouldenDecember 8, 20250Comments

Market news Mining Stocks

Bass Oil (ASX:BAS) Surges 129% on Gas Sales Deal with Origin Energy

Bass Oil Lands Origin Energy Agreement Bass Oil Limited (ASX:BAS) delivered a major re-rating today, with the share price surging 129% after announcing a Gas Sales Agreement (GSA) with Origin Energy, one of Australia’s largest gas and electricity wholesalers. The agreement covers the supply of gas from the Vanessa Gas Project, which Bass is in…

ByCharlie YouldenDecember 8, 20250Comments

Healthcare Stocks Tech Stocks

Telix Pharmaceuticals (ASX:TLX) Back on Track, First Patient Dosed in Phase 3 PROSTACT Trial

TLX Delivers Clinical Progress It’s good to finally see some positive news from Telix Pharmaceuticals (ASX:TLX) after a relatively quiet period, especially following recent market nerves around the FDA slowdown and a few ASX announcement missteps. Today, the company reported an important milestone in its PROSTACT Global Phase 3 trial, confirming that the first patient…

ByCharlie YouldenDecember 8, 20250Comments

Market news

Premier Investments (ASX:PMV) Falls 15% After Major Corporate Overhaul

Premier’s Post-Myer Makeover Hits Shares Premier Investments (ASX:PMV) fell 15% today after the company, which owns Peter Alexander and Smiggle, completed a major corporate transformation in FY25. Earlier this year, Premier sold its Apparel Brands division to Myer Holdings in January 2025 and returned more than A$1 billion in value to shareholders through a fully…

ByCharlie YouldenDecember 5, 20250Comments

the Kick-ass Multipurpose WordPress Theme

Charlie Youlden

OpenAI AI Crown Is No Longer Untouchable

Cogstate (ASX:CGS) Sells Off 22% on Timing Delay, But the Fundamentals Stay Intact

Nvidia’s Back in China, But Uncle Sam Takes a 25% Cut

Immutep (ASX:IMM) Surges on US$369M Global Partnership With Dr. Reddy’s

Netflix Thought It Had the Ending, Paramount Just Wrote a Plot Twist

China’s New AI IPO Moore Threads Skyrockets 425% on Debut

St George Mining (ASX: SGQ) Strikes Highest Grades Yet at Araxá

Bass Oil (ASX:BAS) Surges 129% on Gas Sales Deal with Origin Energy

Telix Pharmaceuticals (ASX:TLX) Back on Track, First Patient Dosed in Phase 3 PROSTACT Trial

Premier Investments (ASX:PMV) Falls 15% After Major Corporate Overhaul

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Charlie Youlden

Add Your Heading Text Here