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What The Market Missed In Meta’s Q4, Costs Are Running Hot

Meta Q4 Revenue Beat, Spending Beat It Too Meta was up roughly 10%, pushing the stock to about US$738 per share. The company’s core business remains an advertising cash machine. In FY25, advertising revenue was US$196.2 billion out of total revenue of roughly US$201 billion, about 98% of the group. The segment under the microscope is…

ByCharlie YouldenJanuary 30, 2026

BrainChip (ASX:BRN) Falls 6% Despite Defence Deals and AKD1500 Production Ramp- Is This a Buying Opportunity?

BrainChip Slips Despite Defence Orders and AKD1500 Ramp BrainChip Holdings (ASX: BRN) dropped around 6% on Thursday despite releasing what appears to be its strongest quarterly update in years. The neuromorphic AI chip maker reported improved cash flows, a strengthened balance sheet, and meaningful progress on defence contracts, yet the market pushed shares toward 52-week…

ByUjjwal MaheshwariJanuary 30, 2026

What Happened to Iluka Resources (ASX:ILU) After Shares Dropped 15%

Iluka Hit by the Worst Mix Higher Capex, Lower Prices, Rising Debt Iluka Resources (ASX:ILU) saw a sharp sell off of around 15%, which is a meaningful move for a business with a market capitalisation of roughly A$2.78 billion. The reaction suggests investors were uneasy about the near term earnings setup and the balance sheet…

ByCharlie YouldenJanuary 29, 2026

Metallium (ASX:MTM) Drops 11% on Quarterly Print, but Operational Progress Matters

Metallium Under Pressure After Quarterly Update, but the Scale Story Is Still Building Metallium (ASX:MTM) has just released its quarterly results, and there is a lot to unpack. At first glance, it looks like the market may have been hoping for a little more, which helps explain the initial reaction. But when you look through the…

ByCharlie YouldenJanuary 29, 2026

Dorsavi (ASX:DVL) Partners With NTU to Advance 22nm Foundry Compatible ReRAM Platform

Dorsavi’s ReRAM Strategy Leverages Specialists Across Design and Manufacturing Dorsavi (ASX:DVL) has announced a collaboration with Nanyang Technological University (NTU), as it moves into the next phase of its 22nm ReRAM fabrication and co design program. This matters because NTU is the institute Dorsavi originally acquired the ReRAM IP from, and the company is also…

ByCharlie YouldenJanuary 28, 2026

Should you invest in data centre stocks? Here are 4 reasons why you should consider, and 4 reasons why you should not

If you want to invest in data centre stocks, we would assume you are most likely thinking that it is a no-brainer as long as you have patience. You could just simply say: NextDC (ASX:NXT), alluding to that company's 100-fold growth from an $80m start-up of Bevan Slattery's to an $8bn company. You may or…

ByNick SundichJanuary 28, 2026

AnteoTech (ASX: ADO) Drops 14% on $3.5m Raise – Buy the Dip or Avoid the Dilution?

AnteoTech Slides on $3.5m Raise as Dilution Fears Hit AnteoTech (ASX: ADO) dropped 14.2 per cent on Tuesday to A$0.018 after announcing a A$3.5 million capital raise at a steep discount. The company will issue 245.69 million new shares at A$0.0155 each, plus 122.8 million options as a sweetener for investors. That price sits 26…

ByUjjwal MaheshwariJanuary 28, 2026

Nanoveu (ASX:NVU) Hits Tape Out Milestone as Chip Moves From Design to Manufacturing

Nanoveu Sends Chip Design to Foundry Tape Out Nanoveu (ASX:NVU) reached an important chip manufacturing milestone today, known as the tape out phase. For investors, especially those looking at opportunities in the semiconductor space, this is a key step because it marks the point where a chip design is effectively finalised and sent to the foundry…

ByCharlie YouldenJanuary 27, 2026

DroneShield (ASX:DRO) FY25 A$216m Revenue, Strong Cash, and Rising Defence Demand

DroneShield Delivers Breakout FY25 Growth and Converts It Into Cash DroneShield’s (ASX:DRO) numbers this quarter did not come as a surprise. The company ended the year on a strong note, delivering A$216 million in FY25 revenue, up 277%. In this note, we are going to break down the quarterly result in a clear, objective way. We…

ByCharlie YouldenJanuary 27, 2026

Silver Run Has a Different Engine This Time

Silver Is Becoming the Market’s Second Insurance Policy Over the past year, silver has climbed from around US$29 per ounce to nearly US$96. The last time we wrote about silver it was closer to US$79, so the move has continued to accelerate. In our view, part of this is simply that the market has been…

ByCharlie YouldenJanuary 23, 2026

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Tech Stocks

What The Market Missed In Meta’s Q4, Costs Are Running Hot

BrainChip (ASX:BRN) Falls 6% Despite Defence Deals and AKD1500 Production Ramp- Is This a Buying Opportunity?

What Happened to Iluka Resources (ASX:ILU) After Shares Dropped 15%

Metallium (ASX:MTM) Drops 11% on Quarterly Print, but Operational Progress Matters

Dorsavi (ASX:DVL) Partners With NTU to Advance 22nm Foundry Compatible ReRAM Platform

Should you invest in data centre stocks? Here are 4 reasons why you should consider, and 4 reasons why you should not

AnteoTech (ASX: ADO) Drops 14% on $3.5m Raise – Buy the Dip or Avoid the Dilution?

Nanoveu (ASX:NVU) Hits Tape Out Milestone as Chip Moves From Design to Manufacturing

DroneShield (ASX:DRO) FY25 A$216m Revenue, Strong Cash, and Rising Defence Demand

Silver Run Has a Different Engine This Time

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Tech Stocks

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