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Why Did Elsight (ASX:ELS) Fall 15% despite 11x revenue growth?

So what happened with Elsight? This is a company that just delivered a very strong earnings result and, importantly, its first full calendar year of profitability. Yet the stock still fell about 15%. When you see that kind of disconnect, it usually tells you the issue is not the result, it is the price. Elsight has…

ByCharlie YouldenJanuary 30, 2026

Microsoft Shares Fall As Investor Fears grow

Microsoft Shares Slide As AI Infrastructure Costs Eclipse The Beat What stood out this week the divergence between the fate of Microsoft shares and Meta shares. Meta rose about 10% after what we would call a mixed quarterly result, while Microsoft fell roughly 10% despite beating expectations on both revenue and earnings. It is a…

ByCharlie YouldenJanuary 30, 2026

What The Market Missed In Meta’s Q4, Costs Are Running Hot

Meta Q4 Revenue Beat, Spending Beat It Too Meta was up roughly 10%, pushing the stock to about US$738 per share. The company’s core business remains an advertising cash machine. In FY25, advertising revenue was US$196.2 billion out of total revenue of roughly US$201 billion, about 98% of the group. The segment under the microscope is…

ByCharlie YouldenJanuary 30, 2026

Metallium (ASX:MTM) Drops 11% on Quarterly Print, but Operational Progress Matters

Metallium Under Pressure After Quarterly Update, but the Scale Story Is Still Building Metallium (ASX:MTM) has just released its quarterly results, and there is a lot to unpack. At first glance, it looks like the market may have been hoping for a little more, which helps explain the initial reaction. But when you look through the…

ByCharlie YouldenJanuary 29, 2026

Dorsavi (ASX:DVL) Partners With NTU to Advance 22nm Foundry Compatible ReRAM Platform

Dorsavi’s ReRAM Strategy Leverages Specialists Across Design and Manufacturing Dorsavi (ASX:DVL) has announced a collaboration with Nanyang Technological University (NTU), as it moves into the next phase of its 22nm ReRAM fabrication and co design program. This matters because NTU is the institute Dorsavi originally acquired the ReRAM IP from, and the company is also…

ByCharlie YouldenJanuary 28, 2026

Should you invest in data centre stocks? Here are 4 reasons why you should consider, and 4 reasons why you should not

If you want to invest in data centre stocks, we would assume you are most likely thinking that it is a no-brainer as long as you have patience. You could just simply say: NextDC (ASX:NXT), alluding to that company's 100-fold growth from an $80m start-up of Bevan Slattery's to an $8bn company. You may or…

ByNick SundichJanuary 28, 2026

Nanoveu (ASX:NVU) Hits Tape Out Milestone as Chip Moves From Design to Manufacturing

Nanoveu Sends Chip Design to Foundry Tape Out Nanoveu (ASX:NVU) reached an important chip manufacturing milestone today, known as the tape out phase. For investors, especially those looking at opportunities in the semiconductor space, this is a key step because it marks the point where a chip design is effectively finalised and sent to the foundry…

ByCharlie YouldenJanuary 27, 2026

DroneShield (ASX:DRO) FY25 A$216m Revenue, Strong Cash, and Rising Defence Demand

DroneShield Delivers Breakout FY25 Growth and Converts It Into Cash DroneShield’s (ASX:DRO) numbers this quarter did not come as a surprise. The company ended the year on a strong note, delivering A$216 million in FY25 revenue, up 277%. In this note, we are going to break down the quarterly result in a clear, objective way. We…

ByCharlie YouldenJanuary 27, 2026

Silver Run Has a Different Engine This Time

Silver Is Becoming the Market’s Second Insurance Policy Over the past year, silver has climbed from around US$29 per ounce to nearly US$96. The last time we wrote about silver it was closer to US$79, so the move has continued to accelerate. In our view, part of this is simply that the market has been…

ByCharlie YouldenJanuary 23, 2026

Life360 (ASX:360) User Engine Accelerates Delivering Best Quarter Yet

From Sell Off to Surge Life360’s Q4 Confirms Operating Momentum Life360 (ASX:360) delivered a very strong Q4 result, and the market reaction has been immediate. After a sharp sell off that dragged the share price down to around A$26, the stock surged roughly 30% today. That move has put Life360 back on investors’ radars, and for…

ByCharlie YouldenJanuary 23, 2026

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Technology

Why Did Elsight (ASX:ELS) Fall 15% despite 11x revenue growth?

Microsoft Shares Fall As Investor Fears grow

What The Market Missed In Meta’s Q4, Costs Are Running Hot

Metallium (ASX:MTM) Drops 11% on Quarterly Print, but Operational Progress Matters

Dorsavi (ASX:DVL) Partners With NTU to Advance 22nm Foundry Compatible ReRAM Platform

Should you invest in data centre stocks? Here are 4 reasons why you should consider, and 4 reasons why you should not

Nanoveu (ASX:NVU) Hits Tape Out Milestone as Chip Moves From Design to Manufacturing

DroneShield (ASX:DRO) FY25 A$216m Revenue, Strong Cash, and Rising Defence Demand

Silver Run Has a Different Engine This Time

Life360 (ASX:360) User Engine Accelerates Delivering Best Quarter Yet

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Technology

Stocks in Spotlight

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