Refocusing After a Major Partnership Shock
Novonix (ASX: NVX), like many critical mineral names, has faced a steep sell-off in recent months, sliding from around A$1.00 in October to roughly A$0.44 today. The sharp decline was largely triggered by the loss of a major supply agreement with Stellantis, which had been set to deliver 86,000…
Tech Stocks
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The Droneshield controversy just won't die. The executives who sold shares can apologise and explain themselves, but they cannot 'unscramble the egg'. Even if they bought back all the shares they sold, they'd still be keeping a lot of the money for themselves given shares fell so much after they sold.
This article is not to…
Outside the so-called Magnificant Seven stocks, Adobe (NDQ:ADBE) is one of the most well-known by investors, as well as the most-used. After all, it is the company responsible for PhotoShop (which is just one of several products in its Creative Suite) and the Portable Document Format (PDF). But is it a good company, and is…
EOS Rebounds 10% as Legal Overhang Lifts and Defence Expansion Accelerates
Electro Optic Systems (ASX: EOS) released two announcements that sent its shares up around 10%. The first related to the ASX initiating proceedings against the company for alleged continuous disclosure breaches dating back to 2022, a headline that initially caught investors off guard. However,…
Alphabet’s Rerating Shows the Power of Owning the Full AI Stack
Tech stocks have faced a tough month, with the Nasdaq falling 6.6% by November 20 before rebounding 4% this week. One of the standout beneficiaries of this rebound has been Alphabet (NASDAQ: GOOGL), which continues to show stronger resilience than much of the broader…
Web Travel Group Takes Off
Web travel group (ASX: WEB) surged 10 percent today after delivering a strong half-year result that showed clear strength in the near-term fundamentals of the business. Revenue reached A$204M, up 20% year on year, and total bookings climbed to 5M, an 18% increase. TTV margin came in at 6.5 percent…
From Governance Fallout to Market Snapback with a $5.2m European military contract
DroneShield (ASX: DRO) has rallied this morning on the back of two catalysts, and the tone in the market feels noticeably different. The main driver was the new A$5M European contract, a follow on order for handheld counter drone systems, with cash receivables…
Metallium (ASX: MTM) delivered some strong news today, standing out amid a market that’s been seeing capital outflows from tech and speculative names. While many investors are retreating to safer ground, this feels like one of those moments to keep a close eye on companies that are quietly making real commercial and financial progress, and…
Bitcoin Pullback Explained: Panic Signal or Prime Entry Point?
Bitcoin (BTC-USD), often dubbed the digital gold standard, has seen a wave of volatility this month as fear-driven sentiment gripped the market. According to CoinMarketCap’s Fear and Greed Index, investor mood has shifted sharply toward fear, coinciding with Bitcoin falling below A$90,000, a steep drop from…
Volatility can Create Opportunity
It’s no secret that investing in technology right now feels risky. After today’s US$3 trillion wipeout and a 2.2% drop in the Nasdaq, fear-driven and emotional selling is starting to take hold across the market. Volatility like this tends to shake even confident investors, but it also creates opportunity.
Moments like these…
