Down After the Raise, But Onsemi & Texas Instruments Are the Real Catalyst
Weebit Nano opened below the placement price today, which means the institutions that participated are already sitting in the red. Even so, the company successfully completed a fully underwritten A$80M placement, plus a A$7M Israeli placement, taking total proceeds to A$87M.
The company…
Tech Stocks
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The mass sell-off in the semiconductor space
The semiconductor sector came under pressure, with Nvidia down 2.4%, AMD falling 5.5%, TSMC down 4.5%, and Micron dropping 4.6%, leaving it down 14% over the past five trading days. Western Digital fell 4.7%, and Sandisk dropped 8%.
The selloff was driven by Google’s recent TurboQuant announcement, which uses…
Xero and Anthropic have just unveiled a strategic partnership. The press release this morning did what all press releases of this kind would do: frame it as a win win for both sides...but of course few deals truly turn out like that. In the short-term, Xero will be the winner because investors worried it'll go…
The global boom in artificial intelligence and cloud computing has turbocharged demand for data centres, but also turbocharged a data centre backlash. In Australia (and elsewhere), demand for data centres is colliding hard with electricity and water (two of the most important but finite resources on the planet) and the friction is producing a backlash.…
A SpaceX IPO looks like it is on. It is not the first venture of Elon Musk's to list, but this one could be the largest ever IPO in terms of capital raised and the value of the company, it would be over US$1tn barring a highly unlikely cut in the most recent private valuation!…
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 Entertainment, one of Australia's largest media companies. The deal gives Airtasker access to Nine's national TV, streaming, digital and publishing platforms over the next two years. It is structured as a convertible note, meaning Nine…
As many investors know, robotics is one of the fastest-growing areas in global industry. The value of the industrial robotics market reached an all-time high of US$16.5B, with 542,000 industrial robots installed in 2024.
Looking at the broader robotics ecosystem, BCG’s longer-term framework is still useful. It estimates the global robotics market could grow from around…
Weebit Nano Wants A$100m Despite A$82m Cash
Weebit Nano is one of those market darling names. Over the past year, the stock has delivered more than a 100% return, and it is a company we cover through institutional research. We want to help investors better understand what the business actually is and what it is…
The US Navy Is Now Paying for Parts, Not Just Printers
AML3D has seen a bit of momentum in the market this week. It is a company we are following closely in the additive manufacturing space.
Last week, we broke down its A$9.9M contract win and estimated that, based on current manufacturing capacity, AML3D can likely…
Some ASX companies little fanfare and consistent long-term returns and Data#3 (ASX:DTL) is a textbook example. For nearly three decades as a listed company, it has grown steadily, paid reliable dividends, and rarely generated the kind of excitement that draws retail investors in large numbers.
That obscurity may now be changing not because the business has…
