AI chip hype, OpenAI backlog risk and IPO supply pressure collide
When Cerebras systems went public last week, we noted that it was one of the largest tech IPOs in recent memory. The stock priced at US$185 per share before opening at US$350, which tells you how intense the demand was from day one.
This was…
Tuas Limited (ASX:TUA) faces a suspended IMDA review of its M1 acquisition after a Simba spectrum allegation, with the 21 May long-stop now looming.
Reach Resources (ASX:RR1) has signed a binding option agreement with Andel Resources to fully fund its Murchison South Gold Project through to production.
Bass Oil (ASX:BAS) posted A$1.35m April revenue as Cooper Basin stockpiles cleared and Bunian 6 lined up to double group oil production.
Elders Limited (ASX:ELD) delivered HY26 EBIT of A$76.6m, up 33%, but leverage at 3.8x and a mid-transition balance sheet shape the H2 outlook.
Life360 (ASX:360) has authorised a US$225m multi-year buyback aimed squarely at offsetting stock-based compensation dilution.
Brambles (ASX:BXB) cuts FY26 profit guidance on a US$60m US repair capacity hit, but announces a new US$400m on-market buyback.
Pure Resources (ASX:PR1) appoints sitting AML3D CEO Sean Ebert as Board Adviser, signalling a defence materials re-rate path modelled on AML3D’s playbook.
Most people who get into trading start the same way. They watch a few YouTube videos, open a demo account, feel confident for about two weeks, and then slowly realize the market does not care about their confidence. At that point, two paths open up: keep figuring it out alone, or find someone who has…
Ventia Services Group (ASX:VNT) has renewed its Yarra Valley Water contract for A$405 million over nine years, consolidating four contracts into one.
