Investors Hit Ctrl+Alt+Sell as Oracle’s Leverage Rises
Oracle (NSDQ:ORCL) has just experienced one of its toughest sessions since January, falling as much as 15% before a small bounce. The market’s reaction reflects a growing concern that the company is leaning too heavily on debt to sustain its spending cycle at a time when chip demand…
Tech Stocks
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Droneshield Takes Off Again
Droneshield (ASX: DRO) shares jumped 16.2% to close at A$2.26, marking a strong rebound after a period of controversy that had weighed on sentiment. The move has sparked plenty of discussion among investors. Is this the start of institutional money rotating back in, or are traders simply taking advantage of short-term…
4DMedical Finds Its Rhythm
4DMedical (ASX:4DX) climbed 9% today as the company continues to build strong commercial momentum with its CT:VQ lung imaging technology. Following FDA clearance in September, 4DMedical’s entry into the US market is beginning to gain real traction. The latest partnership with the University of Miami adds another major institution to its…
OpenAI’s Reign Faces Its First Real Test
Many people have heard the headlines claiming that OpenAI is calling a code red, but most still do not understand why. When we dig into the data on market share across AI model usage, a clearer picture starts to form. What investors and users should keep in mind…
Cogstate’s H1 Hit Is a Timing Story, Not a Demand Story
Cogstate Ltd (ASX:CGS) delivered a business update this morning that reset expectations for its H1 FY26 revenue timing and margin outlook, which triggered a sharp 22% sell-off. The market reacted to near-term revenue being pushed into the back half of the year due to…
PWR Holdings backs internal leader for next phase
PWR Holdings (ASX: PWH) announced yesterday that Chief Financial Officer Sharyn Williams will become its next CEO and Managing Director, marking a significant leadership transition for the high-tech cooling solutions company. Williams, who joined as CFO in January 2025, will take over once a replacement is found,…
NVDA Re-enters China Under New Rules
President Trump has announced that the US will allow Nvidia to export its H200 chips to approved customers in China, signalling a possible softening of export controls. The move comes with a catch. The US government will collect a 25% fee on every chip sold, and more advanced Blackwell…
From Binge to Battle
The Warner Bros Discovery (NSDQ:WBD) acquisition saga has escalated into a high-stakes bidding war, with Netflix (NSDQ:NFLX) securing an initial deal for key assets and Paramount Global (NSDQ:PARA) launching a hostile takeover bid for the entire company. It almost feels like a poker match, Paramount holding pocket aces and Netflix sitting…
Ovanti (ASX: OVT) has secured a partnership with Finicity, a Mastercard company, to power its upcoming buy‑now‑pay‑later platform in the United States. This marks the third major deal in 2025, following agreements with payment processor Shift4 and lending platform BNPLPay, and completes Ovanti’s US partnership stack ahead of the planned Flote launch in Q1 2026.…
Moore Threads Soars 425% on Debut as Investors Chase the Next Nvidia
It’s starting to look like any company with an AI label in China can trigger enormous rallies, as the country pushes aggressively to rival US dominance in artificial intelligence. Despite China already being ahead in several AI applications, investor enthusiasm has gone into…
