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…
Technology
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…
Another day, another piece of good news from 4DX Medical (ASX:4DX), today news the Mayo Clinic would be employing the company's technology. Mayo is not the first place where CT:VQ has been deployed, but is easily the highest profile. And investors agree.
What are the Best ASX Stocks to invest in right now?
Check our buy/sell…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
The Business Model Upgrade Is Working
Clover Corporation surged 18% after releasing a very strong half-year result. Revenue reached A$44M, up 17%, while gross profit came in at A$15.7M, rising 54% and comfortably outpacing top-line growth.
That is a healthy result for a company of this size, and importantly it appears to be driven by real…
It has been a very interesting turn of events in markets year to date, with the volatility index, which is a key gauge of market sentiment, now up 80%.
There are several signals pointing to a much more bearish backdrop. Both gold and equities have seen significant outflows, with the GLD ETF recording its worst monthly…
Upgrades FDA-Cleared Sensors, No Device Replacement Needed
DorsaVi has today announced its V6.5 Omni Sensor Intelligence upgrade, which is a firmware update that does not require any hardware replacement. It is specifically aimed at the company’s existing FDA-cleared wearable motion sensor platform. This is not a new device, but a software upgrade that can be…
Strong fundamentals are not enough when the chart is breaking down
Biome Australia has drifted into a decisively weak technical position, currently classified as SELL (Strong) with a fully negative signal set and stable persistence. Stability matters here. This is not a volatile or uncertain downtrend. It is a sustained one.
That is the first tension…
