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WiseTech Global (ASX:WTC) 82% Upside or a Value Trap in Disguise?

Is the Market Missing the Real Question on Wisetech Global From writing on over 100 different ASX companies over the past year, one fundamental lesson keeps showing up again and again. Making money in markets is rarely about simply buying “great companies” or chasing the next big idea. It’s about buying quality businesses at the right…

ByCharlie YouldenFebruary 4, 2026

How exactly do high interest rates impact tech stocks? Here are 6 ways

We all know high interest rates impact tech stocks - yesterday's hike by the RBA led to the ASX 200's list of laggards today dominated by the largest tech companies including WiseTech, Xero and TechnologyOne. But while most investors would know that fact, not all investors would be aware of just how they do. In this…

ByNick SundichFebruary 4, 2026

SpaceX to Acquire xAI, Full Deal Summary

SpaceX xAI Takeover, The Full Story SpaceX says it has acquired xAI, and the internal memo frames the combination as a vertically integrated innovation engine spanning rockets, satellites and communications, and AI. The memo does not lay out full financial disclosure, but the reported valuation context is already eye-watering. Reuters reported the transaction as being valued…

ByCharlie YouldenFebruary 3, 2026

Aura to Acquire Qoria in Scrip Deal, A$3.0b Pre Money, Scrip Structure Keeps Dilution Tidy

Aura Buys Qoria, Shareholders Roll Into Aura CDIs Aura is proposing to acquire 100% of Qoria via a scheme of arrangement, governed by a Merger Implementation Deed. If it proceeds, the combined group is intended to list on the ASX under the proposed ticker AXQ. What makes this structure worth paying attention to is the consideration.…

ByCharlie YouldenFebruary 3, 2026

Why Did Elsight (ASX:ELS) Fall 15% despite 11x revenue growth?

So what happened with Elsight? This is a company that just delivered a very strong earnings result and, importantly, its first full calendar year of profitability. Yet the stock still fell about 15%. When you see that kind of disconnect, it usually tells you the issue is not the result, it is the price. Elsight has…

ByCharlie YouldenJanuary 30, 2026

Microsoft Shares Fall As Investor Fears grow

Microsoft Shares Slide As AI Infrastructure Costs Eclipse The Beat What stood out this week the divergence between the fate of Microsoft shares and Meta shares. Meta rose about 10% after what we would call a mixed quarterly result, while Microsoft fell roughly 10% despite beating expectations on both revenue and earnings. It is a…

ByCharlie YouldenJanuary 30, 2026

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