Life360’s 20% Drop Raises the Question, Time to Buy or Stay Away?
Life360 (ASX: 360) has been one of the standout ASX growth stories over the past year, but a pullback of around 22% from its all time high has prompted us to reassess whether this correction is creating a more attractive entry point. At…
Technology
DroneShield’s $50M Contract Sends a Clear Signal
DroneShield (ASX: DRO) announced this morning that it has secured a very large $50M contract from a long standing European reseller that supplies DroneShield’s systems directly to European military end customers. This is a relationship we have highlighted before, as it speaks to a pattern we continue to…
DIS Joins the AI Race With a US$1B Stake in OpenAI
Walt Disney (NYSE:DIS) announced a landmark partnership with OpenAI on December 11, 2025, which includes a US$1B equity investment and a three year licensing agreement to integrate Disney’s intellectual property into OpenAI’s AI platform. The deal gives Sora, OpenAI’s video generation tool, the ability…
Droneshield Takes Off Again
Droneshield (ASX: DRO) shares jumped 16.2% to close at A$2.26, marking a strong rebound after a period of controversy that had weighed on sentiment. The move has sparked plenty of discussion among investors. Is this the start of institutional money rotating back in, or are traders simply taking advantage of short-term…
4DMedical Finds Its Rhythm
4DMedical (ASX:4DX) climbed 9% today as the company continues to build strong commercial momentum with its CT:VQ lung imaging technology. Following FDA clearance in September, 4DMedical’s entry into the US market is beginning to gain real traction. The latest partnership with the University of Miami adds another major institution to its…
Immutep Lands Global Deal With Dr. Reddy’s
Immutep (ASX:IMM) surged 23% at market open after announcing a new strategic partnership through a collaboration and licensing agreement with Dr Reddys Laboratories, a major global pharmaceutical company based in India. Under the deal, Dr Reddys secures exclusive rights to develop and commercialise Efti across all markets outside…
From Binge to Battle
The Warner Bros Discovery (NSDQ:WBD) acquisition saga has escalated into a high-stakes bidding war, with Netflix (NSDQ:NFLX) securing an initial deal for key assets and Paramount Global (NSDQ:PARA) launching a hostile takeover bid for the entire company. It almost feels like a poker match, Paramount holding pocket aces and Netflix sitting…
On Monday December 22, the ASX quarterly rebalance will be effective. Stocks will be promoted into new indices, while others will be demoted. It is important to note from the outset the June and December rebalances only involve the ASX 50, ASX 100 and ASX 200 indices whilst the March and September rebalances also involve…
Moore Threads Soars 425% on Debut as Investors Chase the Next Nvidia
It’s starting to look like any company with an AI label in China can trigger enormous rallies, as the country pushes aggressively to rival US dominance in artificial intelligence. Despite China already being ahead in several AI applications, investor enthusiasm has gone into…
Silicon With a Brain
DorsaVi’s (ASX:DVL) Resistive Random Access Memory (ReRAM) development is progressing toward integration at the 22nm (nanometer) technology node. Now, for many investors, this is highly technical language, but the key point is simple and we will break down what all this means for the company and how it ties into its…
