Reliance Worldwide (ASX:RWC) reaffirms full FY26 guidance despite two major US tariff regime changes, with EBITDA impact holding at the lower end of the US$25 to US$30m range.
Technology
The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…
Megaport Lands Major AI Infrastructure Contract
Megaport (ASX:MP1) shares touched A$9.73 during a 9% intraday rally on Monday before closing up 5% at A$9.34 after the company landed a major new contract through its Latitude.sh business. The three-year deal is worth A$35.4m and comes from a fast-growing US tech company that builds tools for enterprise…
Noviqtech (ASX:NVQ) subsidiary Coralia partners with Swinburne University to develop biochar concrete, while its blockchain SaaS platforms Carbon Central and Fuel Central target the growing mandatory carbon reporting market.
2026 has 8 months to go, but we think that the Nuix Judgement (i.e. the Federal Court’s dismissal of ASIC’s case against Nuix) will be the most consequential corporate law outcome of the year.
The impact goes beyond Nuix and could well influence ASIC's boldness to pursue corporate cases. The judgement clarified that forecasts must be…
Qoria (ASX:QOR) confirms an upsized US$100m Aura placement at a 32.4% premium to VWAP, with the Aura founder personally increasing his commitment ahead of the AXQ scheme implementation.
IBM (NYSE:IBM) delivered $15.9 billion in Q1 2026 revenue, up 9%, as software hit $7 billion and infrastructure margins nearly doubled year-over-year. The Confluent acquisition tightens IBM’s grip on the AI infrastructure stack.
Adisyn (ASX:AI1) raised A$14M cornerstoned by Regal Funds Management and Meitav following graphene semiconductor and stealth drone technology breakthroughs in the same week.
DroneShield (ASX:DRO) reported A$74m in Q1 revenue, A$77.4m in cash receipts and SaaS revenue doubling again as operating leverage and self-funded growth become clearer.
Elsight (ASX:ELS) delivered its fifth consecutive record quarter with US$11.6m revenue, a 12-fold increase, as SOCOM access and a new positioning product expand the investment case.
