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Here are 5 Recent AI Acquisitions on the ASX! But Are They Just Hype?

This article explores 5 Recent AI Acquisitions on the ASX and whether or not these deals are just 'AI-washing' or have potential to be game-changing. What do we mean by game-changing? Like Pro Medicus' acquisition of Visage was in the GFC - it paid US$3m but has made the company an >A$20bn giant. The AI investment…

ByNick SundichApril 14, 2026

Monash IVF (ASX:MVF) Soul Patts-led bid jumps 12.5% to 90c, final offer

bid lifted to 90c, board must recommend unanimously Monash IVF (ASX:MVF) has announced a revised takeover bid from a consortium of Genesis Capital and WHSP Holdings, increasing the offer from 80c per share to 90c per share, a 12.5% lift. This comes after the board rejected the November proposal. The revised offer remains open until close…

ByCharlie YouldenApril 13, 2026

EML Payments (ASX:EML): The Share Price Is Down Over 90% In 5 years!

EML Payments (ASX:EML) investors who have held shares for the last 5 years have lost 90% of their money and today capped off that long-term decline. In April 2021, the company hit all time highs, but the CBI regulatory shock that came in May of that year changed everything. Since then, the company has promised…

ByNick SundichApril 13, 2026

Here Are 4 Stock Market Sectors With High Margins, And 4 With Low Margins!

Many investors may prefer stock market sectors with high margins over those with low margins. Profit margins are one of the simplest signals investors reach for when assessing business quality, yet they are also one of the most frequently misread. It is tempting to treat margins as a scoreboard and just say high is good and…

ByNick SundichApril 13, 2026

AMA Group (ASX:AMA) recovery is now being tested by whether cash flow can sustain the turnaround

AMA Group (ASX: AMA)’s recovery story is now being tested by whether improving earnings can translate into durable cash flow across its collision repair network, rather than fading as a short-term rebound. The business has moved beyond a pure survival narrative, but operating risks in parts of the network and still-soft repair volumes mean the…

ByCharlie YouldenApril 10, 2026

3P Learning (ASX:3PL) must arrest school churn to protect its valuation

3P Learning (ASX: 3PL)’s valuation now hinges on whether the business review can arrest B2B school churn and declining revenue before the longer-term value in Reading Eggs, Mathletics and its expanding US homeschool channel is eroded. The urgency is clear from the half-year result: revenue fell to $51.9m and underlying EBITDAA to $5.7m, prompting management…

ByCharlie YouldenApril 10, 2026

IperionX (ASX: IPX) needs repeat Virginia orders to unlock its titanium platform value

IperionX (ASX: IPX) is now a trade-off between the cash-hungry ramp-up at its Virginia Titanium Manufacturing Campus and the longer-term value of a government-backed domestic titanium platform that already has funding, feedstock and a permitted upstream asset in Titan. With Virginia online at 200tpa and expanding toward 1,400tpa, the company has moved beyond technology claims…

ByCharlie YouldenApril 10, 2026

Amazon (NSDQ:AMZN) US$200B AI Capex Bill, and Why AWS Still Wins

Amazon AI trade comes back, is it time to buy some stock Amazon is continuing to see strong growth through AWS, which is helping offset concerns around the scale of its capex buildout. In our view, that matters because over the long term Amazon still looks attractive, especially with AWS backlog expected to move toward…

ByCharlie YouldenApril 10, 2026

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

It is that time of year again when Amazon releases its annual shareholder letter (along with the 1997 letter all over again) and the bottom line was that Amazon is making returns from AI - real returns, $15bn in a quarter to be exact! In our view, that number reframes both Amazon’s trajectory and the…

ByNick SundichApril 10, 2026

CrowdStrike (NDQ:CRWD): The Cyber Defender the AI Era Cannot Do Without

CrowdStrike (NDQ:CRWD) has evolved well beyond its origins as an endpoint security vendor. The 15-year old Texan company now functions as a de facto operating system for enterprise threat defence, a position that matters more as AI expands the attack surface faster than human teams can respond. The Falcon platform’s ARR-driven model, expanding module footprint,…

ByNick SundichApril 10, 2026

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Technology

Here are 5 Recent AI Acquisitions on the ASX! But Are They Just Hype?

Monash IVF (ASX:MVF) Soul Patts-led bid jumps 12.5% to 90c, final offer

EML Payments (ASX:EML): The Share Price Is Down Over 90% In 5 years!

Here Are 4 Stock Market Sectors With High Margins, And 4 With Low Margins!

AMA Group (ASX:AMA) recovery is now being tested by whether cash flow can sustain the turnaround

3P Learning (ASX:3PL) must arrest school churn to protect its valuation

IperionX (ASX: IPX) needs repeat Virginia orders to unlock its titanium platform value

Amazon (NSDQ:AMZN) US$200B AI Capex Bill, and Why AWS Still Wins

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

CrowdStrike (NDQ:CRWD): The Cyber Defender the AI Era Cannot Do Without

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2020, the Golden Year

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