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Scalare Partners (ASX:SPX) Up 43% on a Huge H1, But It’s an M&A Story Now

Revenue Up 370%, The Market Loves the Tank Stream Labs Deal Scalare Partners Holdings surged 43% today after reporting a strong H1 FY26 result, and the market clearly liked what it saw. A big part of that growth story came from acquisitions. The additions of Tank Stream Labs and Planet Startup meaningfully expanded the company’s operating…

ByCharlie YouldenMarch 4, 2026

The Iran Gulf Drone Threat Is Real and Counter Drone Demand Is Rising

Drone Warfare Is Spreading and Counter Drone Stocks Are Moving Fast It is not just the war in Ukraine where drones are proving to be a high-impact weapons system. Iran has also used large-scale drone attacks across the Gulf to target US bases and critical civilian infrastructure, and that is now reinforcing a much broader…

ByCharlie YouldenMarch 2, 2026

Electro Optic Systems (ASX:EOS) $100m Facility Secured, But at a 14.75% Price Tag

More Firepower for Working Capital and Growth Electro Optic Systems (ASX:EOS) announced today that it now has access to a $100 million credit facility that it can draw down on if and when the business needs additional cash. That distinction is important. This is not an immediate $100 million debt hit that suddenly appears on EOS’s…

ByCharlie YouldenMarch 2, 2026

Alphabet shares are holding firm amidst the Saas-pocalypse as investors think it will survive, but will it?

Alphabet shares may be down 3% in 2026, but compared to its other Big Tech peers, it is holding up relatively well. From Microsoft to Atlassian, from Salesforce to Adobe...software stocks have been sold off left right and centre as investors fear they'll suffer the fate of Kodak and Blockbuster, unless they appease investor by…

ByNick SundichMarch 2, 2026

WiseTech Global (ASX:WTC) CEO Buys $1m of Shares, Here’s What It Signals

WiseTech $1m Insider Buy, The Synergy Curve Is the Thesis WiseTech Global (ASX: WTC) has just given investors a simple signal that can cut through a lot of market noise around the AI apocalypse. CEO Zubin Appoo bought A$1,000,049 worth of shares on market immediately after the company’s trading blackout ended. That timing matters. It means the…

ByCharlie YouldenFebruary 27, 2026

Block (ASX:XYZ) Up 28% as a 40% Headcount Cut Rewrites the Earnings Outlook

Jack Dorsey Goes Lean, The Market Pays Up Block shares surged 28% following the announcement that the company intends to reduce staff by up to 40%. While Block broadly met consensus in its fourth-quarter earnings, the real upside catalyst was the guidance. That was the key driver behind the market’s reaction, because investors were not just…

ByCharlie YouldenFebruary 27, 2026

AML3D (ASX:AL3): Order Book at $16.5m, The Growth Runway Stays Intact

A $150m to $200m Navy Opportunity, But Execution Comes First AML3D has reported its interim half-year results, and while revenue came in softer, the expanding order book remains the more important signal for investors watching this stock closely. As a company we follow and model, the key focus here is not just what happened this half,…

ByCharlie YouldenFebruary 27, 2026

Nvidia (NASDAQ:NVDA) New Rubin Chip Is Here, A 25% Higher Price, A 10x Better Outcome

Rubin Is Here, The Real Story Is Cost per Token Nvidia has now unveiled its new Vera Rubin chips, and as many of you know, it is a stock we follow closely. It is one of the most important companies in the AI ecosystem, and part of what makes Nvidia so critical is its ability to…

ByCharlie YouldenFebruary 27, 2026

AI-Media Technologies (ASX:AIM): Investors are panicking that it’ll be a victim of AI

AI-Media Technologies (ASX:AIM) is not the only ASX stock with investors panicking that AI will make it go the way of Blockbuster and Kodak...but there are arguably more signs that the fears are legitimate than most other companies. We acknowledge anyone from the company or an investor may take issue with that statement. But the share…

ByNick SundichFebruary 27, 2026

Shares In ReadyTech (ASX:RDY) Are Down 57%, Where’s the Operating Leverage?

Shares In ReadyTech Under Pressure In Light of a Soft Half Any investors owning shares in ReadyTech (ASX:RDY) will have had a rough 12 months. The stock has fallen from a high of $3.30 to around $1.20, which puts it down roughly 57%. The latest interim result did little to help sentiment, with the company delivering…

ByCharlie YouldenFebruary 26, 2026

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Tech Stocks

Scalare Partners (ASX:SPX) Up 43% on a Huge H1, But It’s an M&A Story Now

The Iran Gulf Drone Threat Is Real and Counter Drone Demand Is Rising

Electro Optic Systems (ASX:EOS) $100m Facility Secured, But at a 14.75% Price Tag

Alphabet shares are holding firm amidst the Saas-pocalypse as investors think it will survive, but will it?

WiseTech Global (ASX:WTC) CEO Buys $1m of Shares, Here’s What It Signals

Block (ASX:XYZ) Up 28% as a 40% Headcount Cut Rewrites the Earnings Outlook

AML3D (ASX:AL3): Order Book at $16.5m, The Growth Runway Stays Intact

Nvidia (NASDAQ:NVDA) New Rubin Chip Is Here, A 25% Higher Price, A 10x Better Outcome

AI-Media Technologies (ASX:AIM): Investors are panicking that it’ll be a victim of AI

Shares In ReadyTech (ASX:RDY) Are Down 57%, Where’s the Operating Leverage?

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