Admin Costs Up 5x, Now Prove the Titanium Scale Up
IperionX fell 7% to US$6.50 after releasing its half-year result. The stock has had a volatile year, reaching highs of US$8 before short reports triggered concerns around the growth story.
IperionX remains pre-revenue, but the broader story still aligns with the US push to onshore titanium…
Tech Stocks
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Macquarie Technology Wins A$200M Government Deal
Macquarie Technology (ASX: MAQ) jumped on Wednesday after the federal government committed A$200 million to the company through the National Reconstruction Fund Corporation (NRFC). What makes this deal stand out is not just the size. It is the fact that no new shares were issued, meaning existing shareholders are…
The Biggest AI Infrastructure Bet Just Got Its First Payoff
Oracle surged more than 8% after hours after delivering a Q3 result that, for us, felt like a major proof point. It was the company’s first 20%-plus growth quarter in more than 15 years, suggesting its huge AI and data centre push is finally showing…
It is tough enough to be a tech stock right now, but even more painful to be a company like ReadyTech (ASX:RDY) which is not seeing a plunging share price just because of interest rates, but because it is seeing growth slow. And the most recent results that investors hated were not just a one…
With productivity the buzzword right now, ASX Stocks Making Productivity Gains are highly sought after. Just about all companies are talking about it, but not many are able to boast about a specific impact AI has had on productivity. This article outlines a few that can.
What are the Best ASX Stocks to invest in right…
200g per Tonne Gold Feedstock, Now Prove Throughput
Metallium has just given investors a firm update on the development of its Gator Point facility, with the company targeting five core minerals from electronic waste printed circuit boards: gold, copper, silver, gallium, and germanium. In simple terms, this feedstock includes old computer motherboards, server components, and…
TLX591-Tx Hits Safety Goals, US Enrollment Now in Sight
Telix is developing a new type of cancer treatment for advanced prostate cancer called TLX591-Tx.
Rather than relying on traditional chemotherapy or standard radiation, this therapy is designed to deliver a radioactive payload directly to prostate cancer cells using an antibody that targets PSMA, a protein that…
The Oil Chokepoint Shock
Brent crude jumped 20% to US$111 per barrel, while the ASX 200 fell 3%, with companies like Karoon Energy, TMK Energy, and Woodside all trading in the green today.
The rally follows output cuts from several producers and the continued closure of the Strait of Hormuz, one of the most important shipping…
Big AI Revenue, Bigger Cash Generation
Broadcom had a very strong start to Q1 FY26, with total revenue reaching $19.3 billion, up 29% from $14.0 billion a year ago.
What this tells us is that AI and semiconductor demand is still running hard. We have already seen that with Nvidia, and now Broadcom is showing many…
The 2025 AustPost eCommerce report reveals that roughly 9.8 million households made online purchases in 2024, a new record at the time. Because shoppers regularly use online services, the need for fast, effortless transactions is greater than ever. To meet this demand, businesses are introducing faster payment systems and online banking tools. What changes have…
