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OpenAI AI Crown Is No Longer Untouchable

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…

ByCharlie YouldenDecember 10, 2025

Cogstate (ASX:CGS) Sells Off 22% on Timing Delay, But the Fundamentals Stay Intact

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…

ByCharlie YouldenDecember 10, 2025

PWR Holdings Gets New Leadership: What It Means for Investors After a Tough FY25

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,…

ByUjjwal MaheshwariDecember 10, 2025

Nvidia’s Back in China, But Uncle Sam Takes a 25% Cut

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…

ByCharlie YouldenDecember 9, 2025

Netflix Thought It Had the Ending, Paramount Just Wrote a Plot Twist

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…

ByCharlie YouldenDecember 9, 2025

Ovanti (ASX: OVT) Partners with Mastercard’s Finicity as US BNPL Strategy Takes Shape

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.…

ByUjjwal MaheshwariDecember 9, 2025

China’s New AI IPO Moore Threads Skyrockets 425% on Debut

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…

ByCharlie YouldenDecember 8, 2025

Telix Pharmaceuticals (ASX:TLX) Back on Track, First Patient Dosed in Phase 3 PROSTACT Trial

TLX Delivers Clinical Progress It’s good to finally see some positive news from Telix Pharmaceuticals (ASX:TLX) after a relatively quiet period, especially following recent market nerves around the FDA slowdown and a few ASX announcement missteps. Today, the company reported an important milestone in its PROSTACT Global Phase 3 trial, confirming that the first patient…

ByCharlie YouldenDecember 8, 2025

ASX Tech Stocks Down 22%: Buy the Dip or Stay Away?

ASX tech stocks: Opportunity or Warning Sign? The Australian tech sector has taken a big hit. The S&P/ASX 200 Information Technology Index (ASX: XIJ) has fallen 22% since mid-September, when it reached a record high of 3,060 points. In contrast, the broader ASX 200 has only slipped 2% over the same time. This sharp fall…

ByUjjwal MaheshwariDecember 8, 2025

DorsaVi (ASX:DVL) is Combining the Best of 3 Worlds for Tomorrow’s Edge AI Devices

Silicon With a Brain DorsaVi’s (ASX:DVL) Resistive Random Access Memory (ReRAM) development is progressing toward integration at the 22nm (nanometer) technology node. Now, for many investors, this is highly technical language, but the key point is simple and we will break down what all this means for the company and how it ties into its…

ByCharlie YouldenDecember 5, 2025

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Tech Stocks

OpenAI AI Crown Is No Longer Untouchable

Cogstate (ASX:CGS) Sells Off 22% on Timing Delay, But the Fundamentals Stay Intact

PWR Holdings Gets New Leadership: What It Means for Investors After a Tough FY25

Nvidia’s Back in China, But Uncle Sam Takes a 25% Cut

Netflix Thought It Had the Ending, Paramount Just Wrote a Plot Twist

Ovanti (ASX: OVT) Partners with Mastercard’s Finicity as US BNPL Strategy Takes Shape

China’s New AI IPO Moore Threads Skyrockets 425% on Debut

Telix Pharmaceuticals (ASX:TLX) Back on Track, First Patient Dosed in Phase 3 PROSTACT Trial

ASX Tech Stocks Down 22%: Buy the Dip or Stay Away?

DorsaVi (ASX:DVL) is Combining the Best of 3 Worlds for Tomorrow’s Edge AI Devices

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Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Tech Stocks

Stocks in Spotlight

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