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How Google’s “turboquant” caused a mass sell-off in the semiconductor space

The mass sell-off in the semiconductor space The semiconductor sector came under pressure, with Nvidia down 2.4%, AMD falling 5.5%, TSMC down 4.5%, and Micron dropping 4.6%, leaving it down 14% over the past five trading days. Western Digital fell 4.7%, and Sandisk dropped 8%. The selloff was driven by Google’s recent TurboQuant announcement, which uses…

ByCharlie YouldenMarch 27, 2026

Xero and Anthropic announce a partnership! It looks like a win-win, but does it reek of desperation amidst investor panic over AI?

Xero and Anthropic have just unveiled a strategic partnership. The press release this morning did what all press releases of this kind would do: frame it as a win win for both sides...but of course few deals truly turn out like that. In the short-term, Xero will be the winner because investors worried it'll go…

ByNick SundichMarch 27, 2026

The Data Centre Backlash Is Legitimate, Will It Threaten Companies like NextDC?

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.…

ByNick SundichMarch 27, 2026

A SpaceX IPO could be the biggest IPO ever! Will this endeavour of Elon Musk’s be successful?

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!…

ByNick SundichMarch 27, 2026

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…

ByUjjwal MaheshwariMarch 27, 2026

Top Robotics ETFS and Stocks To Invest In

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…

ByCharlie YouldenMarch 26, 2026

Weebit Nano’s A$100m Raise, A Big Bet on Turning ReRAM Into Royalties

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…

ByCharlie YouldenMarch 26, 2026

AML3D (ASX:AL3) Wins A$2.6m Sub Contract, Follow-On Order Potential Grows

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…

ByCharlie YouldenMarch 26, 2026

Data#3 (ASX:DTL): Another Quiet Compounder Confronting an Uncomfortable Question

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…

ByNick SundichMarch 26, 2026

The Mayo Clinic will use 4DX’s CT:VQ and investors are thrilled

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…

ByNick SundichMarch 25, 2026