Jack Dorsey Goes Lean, The Market Pays Up
Block shares surged 28% following the announcement that the company intends to reduce staff by up to 40%.
While Block broadly met consensus in its fourth-quarter earnings, the real upside catalyst was the guidance. That was the key driver behind the market’s reaction, because investors were not just…
Technology
A $150m to $200m Navy Opportunity, But Execution Comes First
AML3D has reported its interim half-year results, and while revenue came in softer, the expanding order book remains the more important signal for investors watching this stock closely.
As a company we follow and model, the key focus here is not just what happened this half,…
Rubin Is Here, The Real Story Is Cost per Token
Nvidia has now unveiled its new Vera Rubin chips, and as many of you know, it is a stock we follow closely.
It is one of the most important companies in the AI ecosystem, and part of what makes Nvidia so critical is its ability to…
Objective Corporation (ASX:OCL) is one of a kind. There are few companies with a 2-decade listed life without raising a cent of capital and even fewer that have been 65%-founder owned all the while. Objective Corporation is one such company.
For some time it seemed like it had its run and couldn't get…
AI-Media Technologies (ASX:AIM) is not the only ASX stock with investors panicking that AI will make it go the way of Blockbuster and Kodak...but there are arguably more signs that the fears are legitimate than most other companies.
We acknowledge anyone from the company or an investor may take issue with that statement. But the share…
Shares In ReadyTech Under Pressure In Light of a Soft Half
Any investors owning shares in ReadyTech (ASX:RDY) will have had a rough 12 months.
The stock has fallen from a high of $3.30 to around $1.20, which puts it down roughly 57%. The latest interim result did little to help sentiment, with the company delivering…
Big Step in Drone Stealth With Graphene
Adisyn (ASX:AI1) has successfully completed an early proof of concept demonstrating that graphene enhanced composite materials can materially reduce a drone’s radar visibility.
In laboratory testing, sample materials delivered up to a 20dB reduction in radar reflection, with the team now working to optimise performance toward 30dB.
The core objective…
Earnings Beat, Then a $21.7m Contract, Momentum Stays Hot
DroneShield appears to have timed this very well, announcing a new major contract just one day after releasing its strong earnings result.
The company disclosed a A$21.7m European reseller deal, made up of six separate contracts with a combined value of A$21.7m. From a market messaging perspective,…
Rubin Targets 10x Cheaper Inference, That’s the Real Story
Nvidia delivered an exceptional quarter and a standout full-year result, which is exactly what you would expect from the biggest company in the world and the clear leader at the frontier of AI.
It is remarkable to see how far the business has come over the past…
Online employment marketplace Seek ( ASX:SEK ) may be formally categorised as ‘Media and Entertainment’ by the ASX, although it is difficult to argue that this company is not a tech company.
Two years ago, it seemed to be in the right place at the right time given the state…
