Charlie Youlden
Why Did Elsight (ASX:ELS) Fall 15% despite 11x revenue growth?
So what happened with Elsight? This is a company that just delivered a very strong earnings result and, importantly, its…
Microsoft Shares Fall As Investor Fears grow
Microsoft Shares Slide As AI Infrastructure Costs Eclipse The Beat What stood out this week the divergence between the fate…
What The Market Missed In Meta’s Q4, Costs Are Running Hot
Meta Q4 Revenue Beat, Spending Beat It Too Meta was up roughly 10%, pushing the stock to about US$738 per…
What Happened to Iluka Resources (ASX:ILU) After Shares Dropped 15%
Iluka Hit by the Worst Mix Higher Capex, Lower Prices, Rising Debt Iluka Resources (ASX:ILU) saw a sharp sell off…
Imricor (ASX:IMR) Re Rates After FDA Clears NorthStar Mapping System
Imricor Wins FDA Clearance for NorthStar and Unlocks US Commercial Market Imricor (ASX:IMR) saw a strong re rating today after…
Metallium (ASX:MTM) Drops 11% on Quarterly Print, but Operational Progress Matters
Metallium Under Pressure After Quarterly Update, but the Scale Story Is Still Building Metallium (ASX:MTM) has just released its quarterly…
Dorsavi (ASX:DVL) Partners With NTU to Advance 22nm Foundry Compatible ReRAM Platform
Dorsavi’s ReRAM Strategy Leverages Specialists Across Design and Manufacturing Dorsavi (ASX:DVL) has announced a collaboration with Nanyang Technological University (NTU),…
Nanoveu (ASX:NVU) Hits Tape Out Milestone as Chip Moves From Design to Manufacturing
Nanoveu Sends Chip Design to Foundry Tape Out Nanoveu (ASX:NVU) reached an important chip manufacturing milestone today, known as the…
What happened to Botanix (ASX:BOT) and why are investors sweating
From A$0.53 to A$0.118 Botanix Shows How Fast Biotech Narratives Turn Botanix (ASX:BOT) is a clear example of how quickly…
DroneShield (ASX:DRO) FY25 A$216m Revenue, Strong Cash, and Rising Defence Demand
DroneShield Delivers Breakout FY25 Growth and Converts It Into Cash DroneShield’s (ASX:DRO) numbers this quarter did not come as a…
AUSTRAC Orders Special Audit of Airwallex What It Signals for Risk Controls
Investors Summary AUSTRAC has ordered Airwallex to undergo a special external audit as part of an investigation into potential compliance…
Silver Run Has a Different Engine This Time
Silver Is Becoming the Market’s Second Insurance Policy Over the past year, silver has climbed from around US$29 per ounce…
Life360 (ASX:360) User Engine Accelerates Delivering Best Quarter Yet
From Sell Off to Surge Life360’s Q4 Confirms Operating Momentum Life360 (ASX:360) delivered a very strong Q4 result, and the…
Donald Trump Trade Fears Fade, Stocks Jump, Gold Hits Record Highs
Tariff Drama, NATO Talks and a Market Reset in One Volatile Week Markets entered the week on edge after renewed…
Amaero (ASX:3DA) Where US Reshoring Meets High-Value Metal Powders
Critical Metals, Defence Demand and a US-Focused Growth Story For investors looking to uncover opportunities in structurally growing sectors, the…
Metal Powder Works (ASX:MPW) Strong Commercial Demand Beneath a Noisy Market Reaction
Volumes Surge, Customers Grow, Scale Is the Next Test At a commercial and operational level, and despite the market reaction,…
Paladin Energy (ASX:PDN) Higher Grades Drive a Strong Quarter
Why the Market Re-Rated This Uranium Update Despite broader market volatility, Paladin delivered a strong operational result, with the share…
Metallium (ASX:MTM) A$75m Raise Funds the Leap to US Commercial Scale
Funding in Place for the Next Phase of US Expansion Metallium has completed a A$75 million capital raising at A$0.84…
Qoria (ASX:QOR) A 25% Sell-Off Despite Ongoing Growth (What Happened?)
ARR Grew, Sentiment Fell Qoria (ASX: QOR) delivered what we would describe as a reasonably solid quarterly result, yet the…
Nanoveu (ASX:NVU) A$7.5m Raise Funds the Next Phase Of Drone Chips
Funding the Next Chapter of Growth, Not Plugging Holes Nanoveu (ASX:NVU) has raised A$7.5 million through an upsized strategic placement…
Telix Pharmaceuticals (ASX:TLX) China Regulatory Progress Emerges After a 55% Sell-Off
The China Regulatory Path Is Still Moving Forward Telix Pharmaceuticals (ASX:TLX) has had a challenging start to the year, with…
Novonix (ASX:NVX) Big Customers, Slipping Timelines, and a Market Losing Patience
The Cost of Optimistic Timelines in Battery Manufacturing Novonix has experienced a volatile year, with the share price ranging from…
Why Trump Was Buying Netflix & Warner Company Bonds in December
Trump’s Bond Trades Hint at a Calculated Media Allocation An interesting disclosure has emerged from a recent White House financial…
4DMedical (ASX:4DX) What the Market Is Really Pricing In at A$5.40
What Retail Investors Need to Know Before Chasing the Story 4DMedical has quickly become one of the more talked about…
TSMC, AI Demand Keeps the World’s Chipmaker Firing on All Cylinders
Why TSMC 77% of Revenue Now Comes From the Cutting Edge TSMC, the founding force behind the global foundry model…
Zelira Therapeutics (ASX:ZLD) A 170% Surge Backed by Smart, Non-Dilutive Funding
External Validation Sends Shares Flying Zelira Therapeutics shares surged as much as 172% intraday, before settling around 73.5 cents, following…
Is DroneShield (ASX:DRO) Australia’s Chosen LAND 156 LoE Defence Play
Australia’s Flagship Defence Tech Champions At the core of the DroneShield story, if investors have not already worked it out,…
Gold 2026 Predictions: Why Big Money Thinks Gold’s Best Days Are Still Ahead
Gold 2026 Predictions: Continued Winning When Confidence Breaks With gold remaining one of the most closely followed commodities among investors,…
DataWorks Group (ASX:DWG) The Quarter Cash Flow Finally Turned
The Inflection Point Investors Were Waiting For DataWorks Group Limited (ASX:DWG) delivered a strong December quarter result, which saw the…
Terra Metals (ASX:TM1) This Is How Exploration Stories Get Bigger
Why This Was More Than Just Another Assay Result Terra Metals (ASX:TM1) has delivered an exceptional outcome for investors, with…
3D Energi (ASX:TDO) When Good Drilling News Is Not Good Enough
Why Confirmation Was Not Enough for the Market 3D Energi (ASX:TDO) announced today that drilling at the Charlemont prospect confirmed…
Australia’s Data Centre Boom Is Pushing Your Energy Bills Higher
AI, Data Centres and the Rising Cost of Power in Australia Over the past four years, the global data boom…
Catalina Resources (ASX:CTN) A Drill-Ready Story With Everything Still to Prove
Catalina Resources Chasing Copper at Breakaway Dam Catalina Resources is reshaping its portfolio through a strategic asset swap and targeted…
Electro Optic Systems (ASX:EOS), The MARSS Acquisition That Keeps the Re-Rate Alive
A Deal Built for the New Defence Cycle The US defence budget has now been set at around US$1 trillion,…
Telix Pharmaceuticals (ASX:TLX) Through the Commercialisation Chasm
The Market Lost Patience, the Strategy Did Not Telix Pharmaceuticals (ASX:TLX) is one of the more compelling examples of a…
Imricor Medical (ASX:IMR) FDA Approval Ignites Shares, but the Real Test Starts Now
FDA Approval Is a Big Win, Not the Finish Line Imricor Medical (ASX:IMR) received FDA clearance for its Vision-MR diagnostic…
How Nuclear Energy Became the World’s Most Feared Energy Source
Why Nuclear Energy Still Scares Us and What Really Went Wrong Many investors may remember periods when nuclear energy captured…
Dateline Resources (ASX:DTR) From 60c Highs to Hard Lessons
A Rare Earth Story the Market Loved Then Questioned For investors who have followed Dateline Resources (ASX:DTR), the past year…
Light and Wonder Surges 16% as A$190M Settlement Clears Major Legal Overhang
The Legal Overhang Is Gone Light and Wonder (ASX:LNW) saw a sharp and positive market reaction this morning, with the…
Novonix (ASX:NVX) Recharges Investor Hype, Is This Stock a Buy?
Hot Charge or Overcharged? Novonix Soars 34% as Bulls Reconnect Novonix (ASX:NVX) has experienced a sharp sell off in recent…
Mesoblast (ASX:MSB) Delivers 60% Jump in Ryoncil Sales, Strengthening Commercial Momentum
Mesoblast Lifts on Ryoncil Growth Mesoblast (ASX:MSB) delivered a very strong performance this morning following a positive guidance update for…
Codan (ASX:CDA) Takes Off, 30% Rally on Strong Half-Year Update
Codan Finds Its Signal Over the past week, Codan Limited (ASX:CDA) has surged by around 30%. For a company with…
Anthropic Eyes US$10B Raise at US$350B Valuation, Led by GIC and Coatue
Anthropic’s Next Act Anthropic is reportedly preparing for a new US$10 billion funding round at an implied valuation of around…
Alcidion (ASX:ALC) Surges 15% After Winning Preferred Supplier Role for A$35M NHS Contract
Alcidion Secures Preferred Supplier Status for Major UK EPR System Worth Over A$35M Alcidion shares rose 15% today following a…
Elsight (ASX:ELS) Breaks New Ground, A$682K US Order Marks First Civilian Contract Win
From Battlefield to Main Street Elsight (ASX:ELS) has secured its first commercial order in calendar year 2026 from a US…
DroneShield’s European Order Book Tops A$111M, Is the Stock a Buy Ahead of the EU $800B Defence Spending Boom?
Europe Reloads as €150B Defence Spend Sparks Fresh Growth Momentum DroneShield (ASX:DRO) has staged a sharp recovery, rising more than…
CurveBeam AI (ASX:CVB) Jumps 20% as China Greenlights A$4M Equity Injection
CurveBeam AI Gets the Green Light CurveBeam AI (ASX:CVB) shares surged 20% today after the company received formal China ODI…
4DMedical Hits All-Time High as UC San Diego Begins Commercial Use of CT VQ
4DMedical Takes Flight 4DMedical (ASX:4DX) announced today that UC San Diego Health has commenced commercial clinical use of its CT…
Adisyn’s (ASX:AI1) Graphene Interconnects for Computer Chips Pass the Heat Test
Adisyn Hits Development Milestone Adisyn (ASX: AI1), through its subsidiary 2D Generation, announced today that it has successfully deposited a…
Silex Systems (ASX:SLX) Shares Plunge 26% After Missing Out on A$900M US Funding Program
Silex Missed the Big One Shares in Silex Systems (ASX:SLX) fell 26% today after the company provided an update on…
BlueScope Steel Shares Surge 18% on A$13B Takeover Proposal
Hot Metal, Hot Bid BlueScope Steel (ASX:BSL), a multi-billion-dollar steel producer with operations across North America, Australia, New Zealand, the…
Battery Age Minerals (ASX:BM8) Shares Fall 15% as CEO Nigel Broomham Announces Resignation
CEO Exit Jars Battery Age Minerals Investors Battery Age Minerals (ASX:BM8) announced that its Chief Executive Officer, Nigel Broomham, will…
Coronado (ASX:CRN) Shares Drop 12% After Fatal Incident Forces Queensland Mine Shutdown
Fatal Queensland Mine Collapse Sends Coronado Shares Lower Shares in Coronado Global Resources (ASX:CRN) fell 12% today after the company…
What Tesla’s future looks like with Optimus humanoid robots
Elon’s New Workforce Doesn’t Need Lunch Breaks We have been closely following Elon Musk’s vision for Tesla Optimus humanoid robotics,…
Metallium (ASX:MTM) Secures Glencore Deal, E-Waste Becomes Its Next Growth Engine
Metallium’s Glencore Pact Adds New Spark to Its Recycling Story Since bottoming at A$0.69, Metallium has rallied to above A$1.00,…
What does the future hold for 4DMedical (ASX:4DX) Investors?
4DX Medical’s Future: What Investors Should Watch We have been closely following 4DMedical since 25c per share and have published…
Nickel Industries up 8% as SpaceX Supplier Buys Into US$2.4B ENC HPAL Project
Sphere Corp’s US$2.4B Valuation Deal Sends Nickel Industries Higher Today, Nickel Industries (ASX: NIC) surged 8% following an announcement that…
Is Elsight (ASX:ELS) the Next DroneShield After a 700% Rally?
Elsight Extends 700% Rally with A$32M European Defence Contract Elsight (ASX:ELS) has delivered an exceptional share price performance on the…
Top 3 Small Cap ASX Stocks For 2026 (Full Analysis)
Small cap equities have underperformed broader market indices, and this has led some investors to revisit the asset class in…
Caterpillar (NYSE:CAT) Doubles from April Lows, Can Earnings Momentum Keep Up?
Heavy Machinery, Heavier Expectations Caterpillar (NYSE:CAT) has benefited from a strong set of growth catalysts, driving the share price up…
What JPMorgan Is Telling Investors For 2026 (The Market Outlook)
The Smart Money Map for 2026 JP Morgan Outlook Many investors are asking what 2026 could look like and where…
Charger Metals (ASX:CHR) Surges 50% on High-Grade Gold Discovery at Mt Gordon
Golden Christmas for Charger Metals Charger Metals (ASX:CHR) shares surged 50% following the announcement of a high grade gold discovery…
Is DroneShield a Buy or Sell After Securing an A$8M Contract?
Droneshield is on the comeback with an AUD $8 million contract win With much of the panic among DroneShield (ASX:DRO)…
Silver and Gold Sink in Biggest One-Day Drop (What Investors Should Watch Next)
Precious Metals Meltdown After silver surged to fresh highs in 2025, reaching around US$79 per ounce, both silver and gold…
Is RocketBoots (ASX:ROC) a buy after a 200% surge?
RocketBoots Secures A$9M ARR Deal and A$7M Raise to Fuel Global Growth RocketBoots (ASX:ROC) has emerged as a standout small…
Sprintex (ASX:SIX) Soars 46% on A$27M Contract
Sprintex’s A$27M Contract Moves It from Concept to Commercial Execution Sprintex (ASX:SIX) surged 46% today after announcing it had secured…
Is now a good time to invest in silver?
Silver’s 170% Run Sparks Debate: Boom or Early Warning? Over the past year, silver has surged from around US$29 to…
Metallium (ASX:MTM) Jumps 10% After Successful FJH Integration Clears Path for Texas Scale-Up
Texas Technology Campus Development Kicks Off Following Key FJH Integration Success For investors currently holding MTM shares, or those considering…
Electro Optic Systems (ASX:EOS) Soars 105% in a Month as Defence Contracts Fuel Major Rebound
EOS Rockets 105% as A$180M in New Defence Deals in December Electro Optic Systems (ASX:EOS) has staged a sharp rebound,…
How to Protect Your Portfolio Before Markets Get Volatile in 2026
Portfolio Protection Strategies Every Investor Needs for 2026 Predicting the future in markets is close to impossible, but there are…
Invion (ASX:IVX) Surges 20% on Non-Dilutive Funding for Cancer Program
Invion Secures Non-Dilutive Backing to Advance Cancer Therapy Invion (ASX:IVX) saw a sharp rerating today, with the share price rising…
Goodman Group (ASX:GMG) Strikes A$14B Data Centre Deal with CPP Investments
Goodman Partners with CPP Investments Goodman Group (ASX:GMG) rose 6% this morning following the announcement of a strategic agreement with…
3 High-Conviction Tech Growth Picks for 2026
3 Tech Growth Picks Set to Lead the Next Wave Many investors are searching for high quality opportunities where the…
NEXTDC or Coreweave, which is the better long-term Investment
Two Roads to Data Dominance Many investors, particularly those focused on growth and technology, already understand that data and the…
Meteoric Resources (ASX:MEI) Surges 28% as Caldeira Wins Key Environmental Approval
Investors Reprice Meteoric Resources After Caldeira Rare Earths Licence Meteoric Resources (ASX:MEI) has seen a sharp rerating this month, with…
Is Telix Pharmaceuticals (ASX:TLX) Now Undervalued With Phase 3 China Clinical Success?
Why Telix Pharmaceuticals Pullback Could Be a Second Chance Telix Pharmaceuticals (ASX:TLX) has faced a challenging year, particularly for a…
Great Northern Minerals (ASX:GNM) Soars on 7.1% Antimony Hit at Catalyst Ridge
Great Northern Minerals Surges 15% on High-Grade Antimony Discovery Great Northern Minerals (ASX: GNM) has surged 15% today following strong…
4DMedical (ASX:4DX) Hits Record High on Tier-One Cleveland Clinic Deal
4DMedical Rockets to Record High 4DMedical (ASX: 4DX) has officially reached all time highs. We began writing on the company…
Electro Optic Systems (ASX:EOS) Fires Up as A$152M Defence Contracts Ignite Rally.
EOS Powers Ahead with A$152M Defence Bonanza. Electro Optic Systems (ASX: EOS) is seeing strong momentum over the past week,…
RocketBoots (ASX:ROC) Soars 100% on Major Tier-One Retail Contract Win.
RocketBoots Doubles After Securing A$9M ARR Deal RocketBoots (ASX: ROC) surged 100% this morning, a striking move for a company…
Boss Energy Plunges 22% After Withdrawing Honeymoon Feasibility Study.
Boss Energy Wipes Out 22% as Feasibility Reset Shakes Market Confidence. Boss Energy (ASX: BOE) saw its share price fall…
Why CoreWeave (NSDQ:CRWV) Investors Should Be Nervous Right Now.
The Cracks Are Starting to Show at CoreWeave. CoreWeave (NSDQ:CRWV) has been one of the standout names in the AI…
Broadcom Helped Power Google’s TPU. Is It Time to Buy the Enabler?
Broadcom Helped Build Google’s AI Brain Broadcom (NASDAQ: AVGO) has delivered a 46% gain for investors over the past year,…
Nanoveu (ASX:NVU) Hits Silicon Milestone,16nm Chip Ready for TSMC Tape-Out
Nanoveu’s 16nm Chip Enters the Final Stretch. Nanoveu (ASX: NVU) has made solid technical progress with its subsidiary EMASS completing…
Metal Powder Works (ASX:MPW) Surges 12% on Austal Deal For US Shipbuilding
Austal Alliance Ignites 12% Jump for MPW as US Defence Looks Local. Metal Powder Works (ASX: MPW) shares rose 12%…
Will Weebit Nano (ASX:WBT) Deliver on Its Foundry Ambitions Before 2026?
Weebit Nano’s Year-End Challenge Weebit Nano (ASX: WBT) has now crossed an important threshold by moving into commercial revenue, but…
After a 20% Slide, Is Life360 (ASX:360) Now a Hidden Growth Opportunity?
Life360’s 20% Drop Raises the Question, Time to Buy or Stay Away? Life360 (ASX: 360) has been one of the…
DroneShield Bags $50M Deal as Repeat Buyers Fuel Its Flight Path
DroneShield’s $50M Contract Sends a Clear Signal DroneShield (ASX: DRO) announced this morning that it has secured a very large…
FortifAI (ASX:FAI) Acquires NOL8 in a Bold Play to Power the Data Future
FortifAI’s NOL8 Acquisition Signals Next-Level Ambitions in Data Processing FortifAI Limited (ASX:FAI) surged 25% today after announcing a strategic pivot…
Fortescue (ASX:FMG) Digs Deeper Into Copper with Alta Acquisition
Fortescue’s C$139M Alta Deal Explained Fortescue (ASX:FMG) is moving to acquire the remaining 64 percent of Alta Copper Corp, a…
Electric Optic Systems (ASX:EOS) Lands Major $120M Asia Military Contract, Is It Time to Buy?
EOS Fires Up Second High-Energy Laser Sale Electric Optic Systems (ASX:EOS) is moving toward a potential partnership with a South…
SpaceX’s $1.5 Trillion-Dollar Lift Off in Potential 2026 IPO
SpaceX Ignites a Trillion-Dollar Push to Reach Mars by 2028 SpaceX is edging closer to what could be the first…
Disney Bets Big on AI, Investing US$1B in OpenAI Partnership
DIS Joins the AI Race With a US$1B Stake in OpenAI Walt Disney (NYSE:DIS) announced a landmark partnership with OpenAI…
Hazer Group (ASX:HZR) Secures MOU to Power Whyalla’s Green Steel Ambition
Hazer Signs Binding MOU, Moving Closer to Commercial Hydrogen Deployment Hazer Group (ASX:HZR) announced a binding MOU that pushed the…
Metallium (ASX:MTM) LOI With ElementUS Marks a Strategic Step Toward US Expansion
Metallium’s LOI With ElementUS Turns U.S. Opportunity Into Execution Path Metallium (ASX:MTM) has been trading with real strength, and at…
Oracle’s (NSDQ:ORCL) Growth Engine Is Running, But on Borrowed Fuel
Investors Hit Ctrl+Alt+Sell as Oracle’s Leverage Rises Oracle (NSDQ:ORCL) has just experienced one of its toughest sessions since January, falling…
Myer’s Not Out of Fashion Yet, Relief Rally Lifts Shares 10%
Relief Rally at Myer Myer (ASX:MYR) has had a tough year, falling 62%, but investor sentiment showed early signs of…
Brazilian Rare Earths (ASX:BRE) Digs Into Value, Amargosa Study Puts Brazil on the Bauxite Map
Brazilian Rare Earths Red-Hot Run Brazilian Rare Earths (ASX: BRE) surged 8% this morning after releasing a positive scoping study…
Droneshield’s Back on Investors Radar, But Who’s Really Flying It?
Droneshield Takes Off Again Droneshield (ASX: DRO) shares jumped 16.2% to close at A$2.26, marking a strong rebound after a…
4DMedical’s Growth Story Gains Airflow in the US Market
4DMedical Finds Its Rhythm 4DMedical (ASX:4DX) climbed 9% today as the company continues to build strong commercial momentum with its…