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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

What Tesla’s future looks like with Optimus humanoid robots

Elon’s New Workforce Doesn’t Need Lunch Breaks We have been closely following Elon Musk’s vision for Tesla Optimus humanoid robotics, a project he has described as potentially the largest product opportunity of all time and, in his view, an effectively unlimited revenue generator. While this outlook is clearly ambitious, our focus is on separating aspiration…

ByCharlie YouldenJanuary 5, 2026

Metallium (ASX:MTM) Secures Glencore Deal, E-Waste Becomes Its Next Growth Engine

Metallium’s Glencore Pact Adds New Spark to Its Recycling Story Since bottoming at A$0.69, Metallium has rallied to above A$1.00, delivering a return of more than 55% for investors who were willing to lean into the volatility seen in late 2025. Today’s news of an updated binding agreement with Glencore, one of the world’s largest…

ByCharlie YouldenJanuary 5, 2026

What does the future hold for 4DMedical (ASX:4DX) Investors?

4DX Medical’s Future: What Investors Should Watch We have been closely following 4DMedical since 25c per share and have published extensive analysis on the company over time. Today’s announcement saw the stock surge 18% following the appointment of a new Chief Financial Officer, Julian Sutton, who has been a non-executive director and an early shareholder…

ByCharlie YouldenJanuary 2, 2026

Is Elsight (ASX:ELS) the Next DroneShield After a 700% Rally?

Elsight Extends 700% Rally with A$32M European Defence Contract Elsight (ASX:ELS) has delivered an exceptional share price performance on the ASX, rising more than 700% over the past year, supported by strong momentum from the global defence sector. The company operates in a critical niche, developing mission-critical communications hardware that enables continuous and secure connectivity…

ByCharlie YouldenJanuary 2, 2026