Silver’s 170% Run Sparks Debate: Boom or Early Warning?
Over the past year, silver has surged from around US$29 to nearly US$79 per ounce, marking one of the strongest runs across major commodities. Demand has continued to build, reinforcing the view that both gold and silver have been standout performers in recent market cycles. That…
Market news
This article outlines 5 ASX Predictions for 2026 that Stocks Down Under puts its neck on the line to assert will happen. It has become an annual tradition of ours, and some of these calls we get right, others we don't. Arguably our boldest call in suggesting ANZ would be the best performing big 4…
Portfolio Protection Strategies Every Investor Needs for 2026
Predicting the future in markets is close to impossible, but there are indicators that can help frame the range of scenarios that may unfold.
Taking a devil’s advocate view, several risks are worth acknowledging. Rising China US political tensions, the US moving deeper into the later stages of…
Goodman Partners with CPP Investments
Goodman Group (ASX:GMG) rose 6% this morning following the announcement of a strategic agreement with CPP Investments to establish a 50:50 European data centre development partnership with an indicative scale of A$14B.
The initial capital commitment totals A$3.9B and will fund four projects across Frankfurt, Amsterdam and Paris, delivering 435 MW…
Two Roads to Data Dominance
Many investors, particularly those focused on growth and technology, already understand that data and the infrastructure supporting it have become a core driver of long term value creation. We agree with that view, but we think the more interesting question now is where that value ultimately compounds most effectively.
In Australia,…
Great Northern Minerals Surges 15% on High-Grade Antimony Discovery
Great Northern Minerals (ASX: GNM) has surged 15% today following strong news from its Catalyst Ridge project, which hosts antimony and rare earth mineralisation. The announcement focused on the discovery of an antimony sulphide vein extending over a 1 km strike length, with vein widths ranging…
Boss Energy Wipes Out 22% as Feasibility Reset Shakes Market Confidence.
Boss Energy (ASX: BOE) saw its share price fall sharply today, down 22%, following the release of a new Honeymoon review and the formal withdrawal of its 2021 Enhanced Feasibility Study. Management concluded that the assumptions underpinning that study were materially incorrect from FY27…
Weebit Nano’s Year-End Challenge
Weebit Nano (ASX: WBT) has now crossed an important threshold by moving into commercial revenue, but the more interesting question is whether the company can secure two foundry partners by year end.
This matters not just for the growth story, but also because the CEO’s performance rights are directly linked to achieving…
FortifAI’s NOL8 Acquisition Signals Next-Level Ambitions in Data Processing
FortifAI Limited (ASX:FAI) surged 25% today after announcing a strategic pivot into data processing through an exclusive license to commercialise NOL8 technology. For investors needing context, FortifAI was previously focused on video game development and has worked with major global brands including Lego, Disney, and Sony,…
EOS Fires Up Second High-Energy Laser Sale
Electric Optic Systems (ASX:EOS) is moving toward a potential partnership with a South Korean venture to deliver a defence laser contract worth about A$120M. This marks the company’s second sale of a 100 kilowatt class high energy laser weapon system, following an earlier European deal. From what we…
