Sun Silver’s Maverick Springs Is Big Enough. Now It Has to Become Buildable.

Sun Silver Heap leach test work sharpens the Maverick Springs valuation debate Sun Silver (ASX: SS1) investment case now turns…

Tungsten Mining NL, Watershed now carries the rerating case over Mt Mulgine scale

Tungsten Mining moved the story forward on 1 April by outlining a 175-hole, 15,000m drilling program at Watershed to define…

Larvotto Resources, Hillgrove restart timing now drives Larvotto’s value case

Can Larvotto’s Hillgrove antimony-gold restart into production by mid-2026 without permitting or execution slippage, because if it can, the company…

Acrow’s $256m pipeline now must translate into cleaner earnings

Acrow (ASX:ACF) investment case comes down to whether its record $256.0m hire revenue pipeline and unprecedented Jumpform and Screens order…

Actinogen Medical now has cash to reach its pivotal Alzheimer’s readout

Actinogen Medical (ASX:ACW) investment case is a simple trade-off between funding and execution risk over the next seven months and…

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management…

PEXA Group (ASX: PXA) Plunges 15% After UBS Downgrade: Buying Opportunity or a Warning Sign?

PEXA Faces Regulatory Headwinds: What’s Next? PEXA Group (ASX: PXA) had a bruising Wednesday, falling nearly 15% to close at…

AML3D (ASX:AL3) A$16.6m H2 Pipeline, First Proof Point Just Landed

AML3D Delivery Done, Cash Unlocks in H2 Investors are moving back into tech stocks today, and AML3D has added to…

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

Investors asked to name ASX 200 stocks winning during the Iran war would likely think of oil and gas stocks,…

Here are 5 ASX Stocks That Should Be Merged or Be Acquired, and Why the Logic Is Compelling

Despite the dour state of the markets right now, it could be time for certain ASX stocks that should be…

Scarborough timing now matters more than Beaumont for Woodside Energy Group

Woodside Energy Group (ASX: WDS) is nearing first LNG from Scarborough, has just taken operational control of the Beaumont New…

Metallium (MTM) 10-Year Offtake Lands, Now It’s All About Scale

Indium Signs On, the Commercial Loop Just Closed Metallium has signed a 10-year supply offtake agreement with Indium Corporation. An…

Mozal shutdown has hurt South32 but Hermosa now drives the valuation

Mozal Aluminium has gone from a producing smelter to care and maintenance, and that single change says a lot about…

Sigma Healthcare rerating rests on delivering $100m merger synergies

Sigma Healthcare (ASX: SIG) now turns on one fact above all others: the Chemist Warehouse merger has transformed a low-growth…

Barossa cash flow now drives the Santos valuation debate

Barossa has now shipped its first LNG cargo through Darwin LNG, Pikka phase 1 is nearing first oil, and Santos…

Rio Tinto needs Pilbara cash flow to unlock copper and lithium value

Rio Tinto (ASX: RIO) enters 2026 with two opposing forces in plain sight: the Pilbara iron ore machine is still…

NEXTDC rerates on 296.8MW order book converting into billings through FY29

NEXTDC (ASX: NXT) has moved sharply higher after a run of announcements that changed how much future capacity investors can…

IperionX valuation now hinges on Virginia converting prototypes into repeat orders

IperionX (ASX: IPX) now has its Virginia titanium manufacturing campus online, government funding largely locked in, and a free transfer…

Calix valuation turns on Bacchus Marsh revenue from Green360 tolling

Calix (ASX: CXL) has reached an important point because its valuation now rests less on distant decarbonisation promise and more…

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there’s…

Botanix (ASX: BOT) The Bleeding Has Stopped, Now Comes the Hard Part

Cash Burn Slowing, Execution Risk Rising Botanix announced an important update on its supplier payment terms, which gives investors much…

Atomo Diagnostics (ASX:AT1) Raises A$4m as FebriDx CLIA Waiver Unlocks Pascal Volume Upside

Atomo Diagnostics A$4m Raise Funds Scale-Up as FebriDx US Rollout Accelerates Atomo Diagnostics has just completed a fresh capital raise…

The ASX’s Good Fame and Character Test: The Potential Listing of Oliver Curtis’ $6bn AI Company Firmus Meant A Clarification Was Needed

The ASX’s Good Fame and Character Test is not new. But the possible listing of Oliver Curtis’ Firmus meant investors…

4DMedical (ASX:4DX) Just Hit A$3.6B, CE Mark Approved, Now the Hard Part Starts

Two Bull Catalysts, One Huge Valuation Question 4DMedical has had two bullish catalysts help push the company to a A$3.6B…

Weebit Nano (ASX:WBT) Accelerates AI Memory With A$150m Cash

Down After the Raise, But Onsemi & Texas Instruments Are the Real Catalyst Weebit Nano opened below the placement price…

How Google’s “turboquant” caused a mass sell-off in the semiconductor space

The mass sell-off in the semiconductor space The semiconductor sector came under pressure, with Nvidia down 2.4%, AMD falling 5.5%,…

Xero and Anthropic announce a partnership! It looks like a win-win, but does it reek of desperation amidst investor panic over AI?

Xero and Anthropic have just unveiled a strategic partnership. The press release this morning did what all press releases of…

The Data Centre Backlash Is Legitimate, Will It Threaten Companies like NextDC?

The global boom in artificial intelligence and cloud computing has turbocharged demand for data centres, but also turbocharged a data…

A SpaceX IPO could be the biggest IPO ever! Will this endeavour of Elon Musk’s be successful?

A SpaceX IPO looks like it is on. It is not the first venture of Elon Musk’s to list, but…

Airtasker (ASX: ART) Secures A$5m Nine Entertainment Media Deal: Buy the Momentum or Wait for Proof?

Airtasker Shares Jump on Nine Deal: What Next? Airtasker (ASX: ART) has announced a A$5 million media partnership with Nine…

Top Robotics ETFS and Stocks To Invest In

As many investors know, robotics is one of the fastest-growing areas in global industry. The value of the industrial robotics…

Weebit Nano’s A$100m Raise, A Big Bet on Turning ReRAM Into Royalties

Weebit Nano Wants A$100m Despite A$82m Cash Weebit Nano is one of those market darling names. Over the past year,…

AML3D (ASX:AL3) Wins A$2.6m Sub Contract, Follow-On Order Potential Grows

The US Navy Is Now Paying for Parts, Not Just Printers AML3D has seen a bit of momentum in the…

Data#3 (ASX:DTL): Another Quiet Compounder Confronting an Uncomfortable Question

Some ASX companies little fanfare and consistent long-term returns and Data#3 (ASX:DTL) is a textbook example. For nearly three decades…

The Mayo Clinic will use 4DX’s CT:VQ and investors are thrilled

Another day, another piece of good news from 4DX Medical (ASX:4DX), today news the Mayo Clinic would be employing the…

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

It is easy to think the Impact of The Iran War is simply businesses in the oil space or that…

Clover Corporation (ASX:CLV) Surges 18% as Margins Explode on a Europe-Led Mix Shift

The Business Model Upgrade Is Working Clover Corporation surged 18% after releasing a very strong half-year result. Revenue reached A$44M,…

Is it time to be greedy in the stock market with gold selling off

It has been a very interesting turn of events in markets year to date, with the volatility index, which is…

DorsaVi (ASX:DVL) V6.5 Upgrade Pushes Intelligence Onto the Sensor

Upgrades FDA-Cleared Sensors, No Device Replacement Needed DorsaVi has today announced its V6.5 Omni Sensor Intelligence upgrade, which is a…

Biome Australia (ASX:BIO): Strong fundamentals are not enough, when the chart is breaking down

Strong fundamentals are not enough when the chart is breaking down Biome Australia has drifted into a decisively weak technical…

Tesla (NASDAQ:TSLA) Just Announced Terafab, A US$25B Chip Moonshot

Tesla (TSLA) Just Picked the Hardest Industry on Earth…. Semiconductors Elon Musk unveiled Tesla’s Terafab project on the night of…

TMK Energy (ASX:TMK) Spikes After A$6m Raise, Book Heavily Oversubscribed

“Smart Money” Backs the Raise for TMK Energy TMK Energy surged sharply, which stood out given how volatile the broader…

Iress (ASX:IRE) says its still on the road to recovery in 2026, so is the decline investor denial or fear over Iran?

The last time we wrote about Iress (ASX:IRE), it was in the aftermath of its 2025 results. The company had…

DroneShield (ASX:DRO) Partners With Robin, Adds 12km 3D Radar to the Stack

The Robin Radar Deal DroneShield surged today after announcing a partnership with Robin Radar Systems aimed at expanding radar interoperability…

China Just Gave Iran a GPS Backdoor

China just helped provide Iran with military GPS systems GPS jamming and spoofing have become a serious feature of the…

Botanix (ASX:BOT) Is Bleeding Cash, Can Sofdra Save It?

Botanix Pharmaceuticals is the definition of a high-risk, high-reward stock. It has been a year of heavy operating cash burn,…

How digital transformation is reshaping ASX investment opportunities in online entertainment

Digital transformation now stands at the center of value creation in online entertainment, directly impacting the shape and scale of…

Our Short Thesis For Nvidia, The Market Isn’t Pricing in the Downside Risk

When Perfection Is Already Priced In Why Nvidia may now have more downside than upside comes down to one thing.…

Nvidia Says US$1T by 2027, Here’s the Hardware Shift It’s Banking On

Nvidia’s US$1T Goal Just Raised the Stakes for Inference Nvidia CEO Jensen Huang has just held the company’s biggest annual…

Same Theme, Better Choices: Here Are 5 ASX Stocks Not To Buy, And 5 To Buy Instead!

It is easy to think of ASX Stocks that are a compelling case to buy, but tougher to think of…

Telix (ASX:TLX) Pixclara NDA Resubmitted, The FDA Clock Restarts

Pixclara Back With the FDA Telix has resubmitted its NDA to the FDA for Pixclala, its PET imaging agent for…

Electro Optic Systems (ASX:EOS) US$42m Slinger Order Lands as Defence Demand Heats Up

New Highs, New Contract, But Valuation Is Now the Debate Electro Optic Systems has pushed to new highs on the…

The Looming Demotion: Here’s Why These 8 ASX Stocks Are Being Removed from the ASX All Ords!

In a couple of weeks, some ASX Stocks Are Being Removed from the ASX All Ords. Other companies will take…

Atlassian Cuts 1,600 Jobs for AI – What It Means for ASX Tech Stocks in 2026

ASX tech stocks face fresh pressure after Atlassian’s AI job cuts Atlassian (NASDAQ: TEAM), the Australian-founded software company behind Jira…

IperionX (ASX:IPX) Losses Hit US$34m, The Onshoring Bet Gets Pricier

Admin Costs Up 5x, Now Prove the Titanium Scale Up IperionX fell 7% to US$6.50 after releasing its half-year result.…

Macquarie Technology (ASX:MAQ) Secures A$200M Government Backing – Is This the Buy Signal?

Macquarie Technology Wins A$200M Government Deal Macquarie Technology (ASX: MAQ) jumped on Wednesday after the federal government committed A$200 million…

Oracle (NYSE:ORCL) $553B Backlog, $48B Capex, Now We Find Out

The Biggest AI Infrastructure Bet Just Got Its First Payoff Oracle surged more than 8% after hours after delivering a…

ReadyTech (ASX:RDY): Its growth is shrinking and stock is sinking! How can it turn around?

It is tough enough to be a tech stock right now, but even more painful to be a company like…

Here are 5 ASX Stocks Making Productivity Gains Thanks to AI and Seeing Pay Offs!

With productivity the buzzword right now, ASX Stocks Making Productivity Gains are highly sought after. Just about all companies are…

Metallium (ASX:MTM) The Gator Point Scale Up, Parallel Reactors Are the Test

200g per Tonne Gold Feedstock, Now Prove Throughput Metallium has just given investors a firm update on the development of…

Telix (ASX:TLX) Green Light to Move Into the Pivotal Phase 3 Study

TLX591-Tx Hits Safety Goals, US Enrollment Now in Sight Telix is developing a new type of cancer treatment for advanced…

Oil Jumps to US$111 as Hormuz Stays Shut, ASX Slides Hard

The Oil Chokepoint Shock Brent crude jumped 20% to US$111 per barrel, while the ASX 200 fell 3%, with companies…

Broadcom (NASDAQ:AVGO) Revenue Up 29%, AI Up 106%, A Strong AI Quarter

Big AI Revenue, Bigger Cash Generation Broadcom had a very strong start to Q1 FY26, with total revenue reaching $19.3…

4 Investment Trends Driving Growth in Australia’s Digital Payments Sector

The 2025 AustPost eCommerce report reveals that roughly 9.8 million households made online purchases in 2024, a new record at…

Scalare Partners (ASX:SPX) Up 43% on a Huge H1, But It’s an M&A Story Now

Revenue Up 370%, The Market Loves the Tank Stream Labs Deal Scalare Partners Holdings surged 43% today after reporting a…

The Iran Gulf Drone Threat Is Real and Counter Drone Demand Is Rising

Drone Warfare Is Spreading and Counter Drone Stocks Are Moving Fast It is not just the war in Ukraine where…

Electro Optic Systems (ASX:EOS) $100m Facility Secured, But at a 14.75% Price Tag

More Firepower for Working Capital and Growth Electro Optic Systems (ASX:EOS) announced today that it now has access to a…

Alphabet shares are holding firm amidst the Saas-pocalypse as investors think it will survive, but will it?

Alphabet shares may be down 3% in 2026, but compared to its other Big Tech peers, it is holding up…

WiseTech Global (ASX:WTC) CEO Buys $1m of Shares, Here’s What It Signals

WiseTech $1m Insider Buy, The Synergy Curve Is the Thesis WiseTech Global (ASX: WTC) has just given investors a simple…

Block (ASX:XYZ) Up 28% as a 40% Headcount Cut Rewrites the Earnings Outlook

Jack Dorsey Goes Lean, The Market Pays Up Block shares surged 28% following the announcement that the company intends to…

AML3D (ASX:AL3): Order Book at $16.5m, The Growth Runway Stays Intact

A $150m to $200m Navy Opportunity, But Execution Comes First AML3D has reported its interim half-year results, and while revenue…

Nvidia (NASDAQ:NVDA) New Rubin Chip Is Here, A 25% Higher Price, A 10x Better Outcome

Rubin Is Here, The Real Story Is Cost per Token Nvidia has now unveiled its new Vera Rubin chips, and…

AI-Media Technologies (ASX:AIM): Investors are panicking that it’ll be a victim of AI

AI-Media Technologies (ASX:AIM) is not the only ASX stock with investors panicking that AI will make it go the way…

Shares In ReadyTech (ASX:RDY) Are Down 57%, Where’s the Operating Leverage?

Shares In ReadyTech Under Pressure In Light of a Soft Half Any investors owning shares in ReadyTech (ASX:RDY) will have…

Adisyn (ASX:AI1) Graphene Makes Drones Harder to Detect

Big Step in Drone Stealth With Graphene Adisyn (ASX:AI1) has successfully completed an early proof of concept demonstrating that graphene…

DroneShield (ASX:DRO) $21.7m Europe Deal Lands One Day After Results

Earnings Beat, Then a $21.7m Contract, Momentum Stays Hot DroneShield appears to have timed this very well, announcing a new…

Nvidia (NASDAQ:NVDA) $216b Revenue, 65% Growth, Still Pushing the Frontier

Rubin Targets 10x Cheaper Inference, That’s the Real Story Nvidia delivered an exceptional quarter and a standout full-year result, which…

Seek (ASX:SEK): Down >30% in 2026, but it’s directors think its got upside

Online employment marketplace Seek (ASX:SEK) may be formally categorised as ‘Media and Entertainment’ by the ASX, although it is difficult to…

This Wall Street firm’s warnings about the impacts of AI disruption sent ripples through markets this week!

Warnings about the impacts of AI disruption have been made, but there was one warning that appeared to have a…

WiseTech Global (ASX:WTC) This Is Not an “AI Jobs Bomb”, It’s M&A Synergies

The Layoffs Are Integration, Not AI Panic Coming across coverage of WiseTech this reporting season, we have seen a lot…

WiseTech Global (ASX:WTC) The e2open Earnings Reality Check And What Comes For FY26

Cheapest Multiple in 5 Years, But the Market Wants Proof WiseTech is a company we have been covering at Stocks…

7 ASX Stocks Positioned to Win as Financial Services Battle for Talent Reaches Crisis Point

Australian financial services companies are facing their most acute talent shortage in over a decade. A recent study by the…

The Magnificent Seven Tech Stocks and AI: Are they keeping pace or falling behind the competition? And are investors aware of the reality?

Magnificent Seven Tech Stocks and AI are a fascinating pair. It could give them another 1-2 decades of dominance at…

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