Skip to content Skip to sidebar Skip to footer

Newsletter

Technology

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. The stock has had a volatile year, reaching highs of US$8 before short reports triggered concerns around the growth story. IperionX remains pre-revenue, but the broader story still aligns with the US push to onshore titanium…

ByCharlie YouldenMarch 12, 2026

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 Q3 result that, for us, felt like a major proof point. It was the company’s first 20%-plus growth quarter in more than 15 years, suggesting its huge AI and data centre push is finally showing…

ByCharlie YouldenMarch 11, 2026

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 ReadyTech (ASX:RDY) which is not seeing a plunging share price just because of interest rates, but because it is seeing growth slow. And the most recent results that investors hated were not just a one…

ByNick SundichMarch 11, 2026

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 talking about it, but not many are able to boast about a specific impact AI has had on productivity. This article outlines a few that can. What are the Best ASX Stocks to invest in right…

ByNick SundichMarch 11, 2026

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 its Gator Point facility, with the company targeting five core minerals from electronic waste printed circuit boards: gold, copper, silver, gallium, and germanium. In simple terms, this feedstock includes old computer motherboards, server components, and…

ByCharlie YouldenMarch 10, 2026

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 prostate cancer called TLX591-Tx. Rather than relying on traditional chemotherapy or standard radiation, this therapy is designed to deliver a radioactive payload directly to prostate cancer cells using an antibody that targets PSMA, a protein that…

ByCharlie YouldenMarch 10, 2026

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 like Karoon Energy, TMK Energy, and Woodside all trading in the green today. The rally follows output cuts from several producers and the continued closure of the Strait of Hormuz, one of the most important shipping…

ByCharlie YouldenMarch 9, 2026

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 billion, up 29% from $14.0 billion a year ago. What this tells us is that AI and semiconductor demand is still running hard. We have already seen that with Nvidia, and now Broadcom is showing many…

ByCharlie YouldenMarch 5, 2026

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 strong H1 FY26 result, and the market clearly liked what it saw. A big part of that growth story came from acquisitions. The additions of Tank Stream Labs and Planet Startup meaningfully expanded the company’s operating…

ByCharlie YouldenMarch 4, 2026

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 drones are proving to be a high-impact weapons system. Iran has also used large-scale drone attacks across the Gulf to target US bases and critical civilian infrastructure, and that is now reinforcing a much broader…

ByCharlie YouldenMarch 2, 2026