HiTech Group Australia (ASX:HIT) is buying A$190m of Hudson revenue for A$7m upfront, transforming its scale and government footprint overnight.
Technology
Recurring revenue stocks occupy a privileged position in modern equity markets, and deservedly so. When a company converts a large share of its revenue into predictable, subscription‑based inflows, the valuation framework changes. Cash flows become more stable, operating leverage becomes more visible, and management gains the ability to plan multi‑year investment cycles with confidence. Investors,…
When investors see a CEO sell shares, it is not a good look whether there is an explanation or not. There are various reasons, but one of the more common is to 'pay a tax bill'. Often the underlying mechanics, however, are more nuanced than the headline phrase suggests.
Commonly sales have to do with executive equity…
ASML just raised its 2026 revenue guidance...again!
If you want to know whether the AI boom is real money or just a good story, don't listen to the chip designers talking their own book. Watch the one company that sells the machines everybody needs, has no serious competition, and has to book orders years in…
WiseTech Global (ASX:WTC) confirms DSV volumes grew 20% in six months and locks contract to September 2028, easing the customer risk narrative.
NEXTDC (ASX:NXT) upsizes senior debt facilities to A$2.3 billion, lifting total senior debt capacity to A$8.7 billion to fund its S4 and S7 build programme.
ASX announcements can sometimes look better than they are just because of one particular phrase. The phrase sounds spectacular so the market reacts, and investors pile in.
But the ASX has a long history of situations where the headline is only half the story. The details are disclosed, the mechanics are explained, and the company has…
Nvidia has been lagging the market and is now cheap as...
Here's a sentence we didn't expect to be writing in 2026: Nvidia (NASDAQ: NVDA) has quietly become one of the cheapest large-cap semiconductor stocks in the United States. Not cheap in the "it fell over" sense. Cheap in the sense that the price you…
The Trillion Dollar Club (i.e. stocks valued at over US$1tn) now boasts 16 members. When Apple became the first to crack the US$1tn mark in 2018, it was a major milestone for global investment markets.
8 years on, there are 16 companies in the trillion dollar club and while the majority are in the US and…
Intel (NASDAQ:INTC) has fallen about 25% from its record high of US$142.34, set on June 30, to around US$107 on July 8. The trigger was a broad selloff in AI chip stocks, deepened by reports that Intel's key new factory technology may not turn a profit for another year or two. Yet even after that…
