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!…
Some ASX companies little fanfare and consistent long-term returns and Data#3 (ASX:DTL) is a textbook example. For nearly three decades as a listed company, it has grown steadily, paid reliable dividends, and rarely generated the kind of excitement that draws retail investors in large numbers.That obscurity may now be changing not because the business has…
Consumer-focused ASX Stocks that are discretionary are more than ever in an environment where elevated interest rates, inflation and mortgage repayments are reshaping household spending patterns.The underlying economic logic is straightforward: when real incomes are squeezed, consumers prioritise essentials such as food, utilities and healthcare, while postponing or trading down on non-essential purchases. Data across…
Amplitude Energy (ASX: AEL) crashed over 40% this morning after a second consecutive drilling failure on Wednesday, confirming that its Isabella prospect in the offshore Otway Basin will not be commercially developed after flow testing revealed the reservoir cannot sustain production at viable rates. The plunge erased roughly A$500m in shareholder value in roughly an…
Another day, another piece of good news from 4DX Medical (ASX:4DX), today news the Mayo Clinic would be employing the company's technology. Mayo is not the first place where CT:VQ has been deployed, but is easily the highest profile. And investors agree.
What are the Best ASX Stocks to invest in right now?
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Temas Resources (ASX:TIO) has two critical minerals projects in Quebec and a metals processing technology that could be useful to advance the company's own projects and those of others. Investors would be aware of the success of Metallium (ASX:MTM) and potentially wondering which company could be the next one. In our view, Temas is at…
If you want a lesson in how a New Zealand company can quietly and consistently build shareholder wealth, look no further than Turners Automotive (ASX:TRA).On Tuesday March 24, the group held its 2026 Investor Day in Auckland and what was on show was not just a company that has executed well. It was a company…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
The potential of Green360 Technologies' (ASX:GT3) Eco-Clay has been well-established, but getting it to market was never going to be a mean feat. Nonetheless, a major step was realised in the form of a toll-treatment agreement covering 30,000tpa with fellow ASX listee Calix (ASX:CXL).This is a big deal, above all else because it paves the…
