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Technology

TSMC, AI Demand Keeps the World’s Chipmaker Firing on All Cylinders

Why TSMC 77% of Revenue Now Comes From the Cutting Edge TSMC, the founding force behind the global foundry model and the manufacturer of the world’s most advanced semiconductor chips, delivered another very strong quarter. Revenue reached approximately US$33 billion, representing 25% year-on-year growth. This result reinforces a trend we continue to see across the semiconductor…

ByCharlie YouldenJanuary 16, 2026

Zelira Therapeutics (ASX:ZLD) A 170% Surge Backed by Smart, Non-Dilutive Funding

External Validation Sends Shares Flying Zelira Therapeutics shares surged as much as 172% intraday, before settling around 73.5 cents, following a major funding announcement that the market clearly interpreted as far more than just another capital raise. The company announced that its HOPE 1 special purpose vehicle had secured approximately US$33 million in committed capital from…

ByCharlie YouldenJanuary 16, 2026

DataWorks Group (ASX:DWG) The Quarter Cash Flow Finally Turned

The Inflection Point Investors Were Waiting For DataWorks Group Limited (ASX:DWG) delivered a strong December quarter result, which saw the share price re rate by around 20% on the day. We think the result marks an important turning point for the business after a prolonged period of cash burn. Customer receipts reached approximately A$3 million during…

ByCharlie YouldenJanuary 15, 2026

Electro Optic Systems (ASX:EOS), The MARSS Acquisition That Keeps the Re-Rate Alive

A Deal Built for the New Defence Cycle The US defence budget has now been set at around US$1 trillion, a meaningful step up from the roughly US$800 plus billion allocated in FY25. That uplift in spending continues to flow through to defence technology providers, and Electro Optic Systems has been a clear beneficiary. Investors who…

ByCharlie YouldenJanuary 13, 2026

How Nuclear Energy Became the World’s Most Feared Energy Source

Why Nuclear Energy Still Scares Us and What Really Went Wrong Many investors may remember periods when nuclear energy captured strong market attention, most notably during the 2006 to 2008 period often referred to as the nuclear renaissance. That phase followed earlier historical peaks, from the atomic age of the 1950s through to the large-scale…

ByCharlie YouldenJanuary 12, 2026

Light and Wonder Surges 16% as A$190M Settlement Clears Major Legal Overhang

The Legal Overhang Is Gone Light and Wonder (ASX:LNW) saw a sharp and positive market reaction this morning, with the share price surging 16% to around A$180 per share following the full resolution of its long running litigation with Aristocrat. The outcome removes a major overhang that has weighed on investor sentiment, bringing long awaited…

ByCharlie YouldenJanuary 12, 2026

Aussie Broadband (ASX:ABB): A likeable telco that can reach for the skies again

Aussie Broadband (ASX:ABB) is a good illustration of a Telco stock you can like (as opposed to Telstra). Since listing on the ASX in 2020 at a market cap of under $200m, it has substantially grown its customer base, revenues and, consequently , its valuation which was $1.5bn as of…

ByNick SundichJanuary 12, 2026

Novonix (ASX:NVX) Recharges Investor Hype, Is This Stock a Buy?

Hot Charge or Overcharged? Novonix Soars 34% as Bulls Reconnect Novonix (ASX:NVX) has experienced a sharp sell off in recent months, falling from around A$1.00 in October to approximately A$0.57 today. Like many critical minerals names, sentiment has been weak, but the key trigger for Novonix was the loss of its major supply agreement with…

ByCharlie YouldenJanuary 9, 2026

Codan (ASX:CDA) Takes Off, 30% Rally on Strong Half-Year Update

Codan Finds Its Signal Over the past week, Codan Limited (ASX:CDA) has surged by around 30%. For a company with a market capitalisation above A$5 billion, this represents a meaningful re rating by the market. Today’s trading update helps explain why. Codan reported group revenue of A$394 million, up 29% on the prior period, indicating that…

ByCharlie YouldenJanuary 9, 2026

Anthropic Raising US$10B at US$350B Valuation, Led by GIC and Coatue

Anthropic Raising $10bn at US$350bn valuation Anthropic is completing a US$10 billion funding round at an implied valuation of around US$350 billion, with the raise expected to be led by GIC and Coatue. If confirmed, this would represent a significant step up from valuation levels discussed only a few months ago and highlights the continued…

ByCharlie YouldenJanuary 8, 2026