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Codan (ASX:CDA) Takes Off, 30% Rally on Strong Half-Year Update

Codan Finds Its Signal Over the past week, Codan Limited (ASX:CDA) has surged by around 30%. For a company with a market capitalisation above A$5 billion, this represents a meaningful re rating by the market. Today’s trading update helps explain why. Codan reported group revenue of A$394 million, up 29% on the prior period, indicating that…

ByCharlie YouldenJanuary 9, 2026

Anthropic Raising US$10B at US$350B Valuation, Led by GIC and Coatue

Anthropic Raising $10bn at US$350bn valuation Anthropic is completing a US$10 billion funding round at an implied valuation of around US$350 billion, with the raise expected to be led by GIC and Coatue. If confirmed, this would represent a significant step up from valuation levels discussed only a few months ago and highlights the continued…

ByCharlie YouldenJanuary 8, 2026

Alcidion (ASX:ALC) Surges 15% After Winning Preferred Supplier Role for A$35M NHS Contract

Alcidion Secures Preferred Supplier Status for Major UK EPR System Worth Over A$35M Alcidion shares rose 15% today following a strong commercial announcement that the company has been selected as the preferred supplier for a new electronic patient record system at University Hospitals Sussex. While the contract has not yet been formally signed, Alcidion has…

ByCharlie YouldenJanuary 8, 2026

Elsight (ASX:ELS) Breaks New Ground, A$682K US Order Marks First Civilian Contract Win

From Battlefield to Main Street Elsight (ASX:ELS) has secured its first commercial order in calendar year 2026 from a US public safety customer, with a purchase order value of approximately A$682k. This is an important step for the business as it demonstrates early traction beyond pure defence markets and highlights the potential to broaden its…

ByCharlie YouldenJanuary 8, 2026

DroneShield’s European Order Book Tops A$111M, Is the Stock a Buy Ahead of the EU $800B Defence Spending Boom?

Europe Reloads as €150B Defence Spend Sparks Fresh Growth Momentum DroneShield (ASX:DRO) has staged a sharp recovery, rising more than 100% over the past month. For those who have been following our coverage, we have written extensively on the company’s growth trajectory and long term opportunity. In our recent analysis, we focused on the underlying fundamentals…

ByCharlie YouldenJanuary 7, 2026

CurveBeam AI (ASX:CVB) Jumps 20% as China Greenlights A$4M Equity Injection

CurveBeam AI Gets the Green Light CurveBeam AI (ASX:CVB) shares surged 20% today after the company received formal China ODI approval for its previously announced strategic investment supporting long term expansion into China. Importantly, this is not a new transaction. Rather, it represents a key regulatory greenlight that allows Chinese capital to legally move offshore…

ByCharlie YouldenJanuary 7, 2026

4DMedical Hits All-Time High as UC San Diego Begins Commercial Use of CT VQ

4DMedical Takes Flight 4DMedical (ASX:4DX) announced today that UC San Diego Health has commenced commercial clinical use of its CT VQ software, a meaningful milestone that further validates the company’s technology. Following the announcement, the stock reached a new all time high of A$4.70 per share. This marks the company’s fourth major academic medical centre…

ByCharlie YouldenJanuary 7, 2026

Tesla v BYD shares: Here’s why BYD overtook Tesla in 2025, and its not (all) Elon Musk

The Tesla v BYD shares battle is looking pretty one-sided right now and it has been that way for several months. But only this week did Tesla officially lose its crown as largest EV maker. And this is not just because it was overtaken (although primarily it can be attributed to BYD's growth), but also…

ByNick SundichJanuary 7, 2026

Adisyn’s (ASX:AI1) Graphene Interconnects for Computer Chips Pass the Heat Test

Adisyn Hits Development Milestone Adisyn (ASX: AI1), through its subsidiary 2D Generation, announced today that it has successfully deposited a graphene-like carbon layer using an atomic layer deposition (ALD) tool at low temperatures. This is a meaningful technical milestone. To understand why this matters, we will look at how modern semiconductor chips are manufactured and why…

ByCharlie YouldenJanuary 6, 2026

Silex Systems (ASX:SLX) Shares Plunge 26% After Missing Out on A$900M US Funding Program

Silex Missed the Big One Shares in Silex Systems (ASX:SLX) fell 26% today after the company provided an update on US government funding outcomes for its uranium enrichment technology. While the headline included a positive award, the market reaction was driven by what Silex did not receive rather than what it did. Silex disclosed that its…

ByCharlie YouldenJanuary 6, 2026

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Tech Stocks

Codan (ASX:CDA) Takes Off, 30% Rally on Strong Half-Year Update

Anthropic Raising US$10B at US$350B Valuation, Led by GIC and Coatue

Alcidion (ASX:ALC) Surges 15% After Winning Preferred Supplier Role for A$35M NHS Contract

Elsight (ASX:ELS) Breaks New Ground, A$682K US Order Marks First Civilian Contract Win

DroneShield’s European Order Book Tops A$111M, Is the Stock a Buy Ahead of the EU $800B Defence Spending Boom?

CurveBeam AI (ASX:CVB) Jumps 20% as China Greenlights A$4M Equity Injection

4DMedical Hits All-Time High as UC San Diego Begins Commercial Use of CT VQ

Tesla v BYD shares: Here’s why BYD overtook Tesla in 2025, and its not (all) Elon Musk

Adisyn’s (ASX:AI1) Graphene Interconnects for Computer Chips Pass the Heat Test

Silex Systems (ASX:SLX) Shares Plunge 26% After Missing Out on A$900M US Funding Program

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