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Technology

Invion (ASX:IVX) Surges 20% on Non-Dilutive Funding for Cancer Program

Invion Secures Non-Dilutive Backing to Advance Cancer Therapy Invion (ASX:IVX) saw a sharp rerating today, with the share price rising 20% following the announcement of potential non-dilutive funding that meaningfully changes the near-term risk profile of the business. Rather than issuing new shares to advance its oesophageal cancer program, Hanlim Pharm will fund the required preclinical…

ByCharlie YouldenDecember 23, 2025

Goodman Group (ASX:GMG) Strikes A$14B Data Centre Deal with CPP Investments

Goodman Partners with CPP Investments Goodman Group (ASX:GMG) rose 6% this morning following the announcement of a strategic agreement with CPP Investments to establish a 50:50 European data centre development partnership with an indicative scale of A$14B. The initial capital commitment totals A$3.9B and will fund four projects across Frankfurt, Amsterdam and Paris, delivering 435 MW…

ByCharlie YouldenDecember 23, 2025

Computershare (ASX:CPU): The Unsung Hero of Market Infrastructure

Although Computershare (ASX:CPU) may not be a name that immediately comes to mind when discussing the big names of the stock market (i.e. the big banks or miners), it has long been deeply entwined in the infrastructure behind the scenes supporting capital markets. It is an unsung hero keeping the monetary system moving safely and…

ByUjjwal MaheshwariDecember 23, 2025

NEXTDC or Coreweave, which is the better long-term Investment

Two Roads to Data Dominance Many investors, particularly those focused on growth and technology, already understand that data and the infrastructure supporting it have become a core driver of long term value creation. We agree with that view, but we think the more interesting question now is where that value ultimately compounds most effectively. In Australia,…

ByCharlie YouldenDecember 22, 2025

Is Telix Pharmaceuticals (ASX:TLX) Now Undervalued With Phase 3 China Clinical Success?

Why Telix Pharmaceuticals Pullback Could Be a Second Chance Telix Pharmaceuticals (ASX:TLX) has faced a challenging year, particularly for a company that previously delivered consistently strong growth. Disclosure issues and delays around FDA progress for its brain cancer imaging asset have clearly weighed on sentiment and reset near term expectations. As a result, the stock…

ByCharlie YouldenDecember 22, 2025

4DMedical (ASX:4DX) Hits Record High on Tier-One Cleveland Clinic Deal

4DMedical Rockets to Record High 4DMedical (ASX: 4DX) has officially reached all time highs. We began writing on the company at A$0.25 per share and have since watched it evolve from a small cap into a business now valued at over A$1 billion, making it one of Australia’s strongest performing biotech companies. The latest 15%…

ByCharlie YouldenDecember 19, 2025

Electro Optic Systems (ASX:EOS) Fires Up as A$152M Defence Contracts Ignite Rally.

EOS Powers Ahead with A$152M Defence Bonanza. Electro Optic Systems (ASX: EOS) is seeing strong momentum over the past week, highlighted first by a South Korean contract valued at A$120 million for high energy laser weapons supporting counter unmanned surface vessel systems. This was followed today by a A$32 million contract for the R400 remote…

ByCharlie YouldenDecember 19, 2025

RocketBoots (ASX:ROC) Soars 100% on Major Tier-One Retail Contract Win.

RocketBoots Doubles After Securing A$9M ARR Deal RocketBoots (ASX: ROC) surged 100% this morning, a striking move for a company that entered the session with a market capitalisation of roughly A$32M. The rally followed the announcement of a A$9M ARR contract with a global tier one retailer, which is clearly a meaningful commercial win and…

ByCharlie YouldenDecember 18, 2025

Boss Energy Plunges 22% After Withdrawing Honeymoon Feasibility Study.

Boss Energy Wipes Out 22% as Feasibility Reset Shakes Market Confidence. Boss Energy (ASX: BOE) saw its share price fall sharply today, down 22%, following the release of a new Honeymoon review and the formal withdrawal of its 2021 Enhanced Feasibility Study. Management concluded that the assumptions underpinning that study were materially incorrect from FY27…

ByCharlie YouldenDecember 18, 2025

Why CoreWeave (NSDQ:CRWV) Investors Should Be Nervous Right Now.

The Cracks Are Starting to Show at CoreWeave. CoreWeave (NSDQ:CRWV) has been one of the standout names in the AI data centre narrative, and the share price performance reflects that enthusiasm. However, at the current valuation, we think the stock risks becoming a value trap unless investors look much deeper into the underlying fundamentals. This…

ByCharlie YouldenDecember 18, 2025