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.…
Tech Stocks
Test text
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!…
Airtasker (ASX: ART) Secures A$5m Nine Entertainment Media Deal: Buy the Momentum or Wait for Proof?
Airtasker Shares Jump on Nine Deal: What Next?
Airtasker (ASX: ART) has announced a A$5 million media partnership with Nine Entertainment, one of Australia's largest media companies. The deal gives Airtasker access to Nine's national TV, streaming, digital and publishing platforms over the next two years. It is structured as a convertible note, meaning Nine…
As many investors know, robotics is one of the fastest-growing areas in global industry. The value of the industrial robotics market reached an all-time high of US$16.5B, with 542,000 industrial robots installed in 2024.
Looking at the broader robotics ecosystem, BCG’s longer-term framework is still useful. It estimates the global robotics market could grow from around…
Weebit Nano Wants A$100m Despite A$82m Cash
Weebit Nano is one of those market darling names. Over the past year, the stock has delivered more than a 100% return, and it is a company we cover through institutional research. We want to help investors better understand what the business actually is and what it is…
The US Navy Is Now Paying for Parts, Not Just Printers
AML3D has seen a bit of momentum in the market this week. It is a company we are following closely in the additive manufacturing space.
Last week, we broke down its A$9.9M contract win and estimated that, based on current manufacturing capacity, AML3D can likely…
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…
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?
Check our buy/sell…
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 Business Model Upgrade Is Working
Clover Corporation surged 18% after releasing a very strong half-year result. Revenue reached A$44M, up 17%, while gross profit came in at A$15.7M, rising 54% and comfortably outpacing top-line growth.
That is a healthy result for a company of this size, and importantly it appears to be driven by real…
