Newsletter

Technology

Disney Bets Big on AI, Investing US$1B in OpenAI Partnership

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…

ByCharlie YouldenDecember 12, 2025

Droneshield’s Back on Investors Radar, But Who’s Really Flying It?

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…

ByCharlie YouldenDecember 11, 2025

4DMedical’s Growth Story Gains Airflow in the US Market

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…

ByCharlie YouldenDecember 10, 2025

Immutep (ASX:IMM) Surges on US$369M Global Partnership With Dr. Reddy’s

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…

ByCharlie YouldenDecember 9, 2025

Netflix Thought It Had the Ending, Paramount Just Wrote a Plot Twist

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…

ByCharlie YouldenDecember 9, 2025

Here are 6 stocks that got promoted in the ASX quarterly rebalance, and 6 that got demoted

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…

ByNick SundichDecember 9, 2025

China’s New AI IPO Moore Threads Skyrockets 425% on Debut

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…

ByCharlie YouldenDecember 8, 2025

DorsaVi (ASX:DVL) is Combining the Best of 3 Worlds for Tomorrow’s Edge AI Devices

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…

ByCharlie YouldenDecember 5, 2025

Argenica (ASX: AGN) Jumps 22% as ARG-007 Clears Critical FDA Hurdle

Argenica’s ARG-007 Clears the Way Argenica Therapeutics (ASX: AGN) surged 22% today after confirming that its tenecteplase drug interaction study for ARG 007 met a key FDA requirement needed to lift the clinical hold on its US Investigational New Drug application. The study showed that ARG 007 does not interfere with the clot-dissolving activity of…

ByCharlie YouldenDecember 4, 2025

4DMedical (ASX: 4DX) Secures $15M Philips Deal

4DMedical Lands $15M Order from Philips, Marks Shift to Full Commercial Rollout 4DMedical (ASX:4DX) has taken a meaningful step forward, securing a US$10 million (~A$15 million) commercial order commitment from global imaging leader Philips. With respiratory illness and chronic lung disease on the rise worldwide, healthcare systems are increasingly prioritising imaging solutions that are faster, safer,…

ByCharlie YouldenDecember 3, 2025