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NEXTDC (ASX:NXT) Surges 8% on OpenAI Partnership and $7B AI Campus Plan

NEXTDC Signs MOU with OpenAI NEXTDC (ASX:NXT) surged 8% today after announcing that it has signed a memorandum of understanding with OpenAI, making it one of Australia’s leading data centre companies to partner directly with the global AI leader. The agreement forms part of the OpenAI for Australia program and aims to develop a sovereign…

ByCharlie YouldenDecember 5, 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

Turaco Gold (ASX: TCG) Golden Run, New Discovery Sparks 12% Rally

Gold Shines for Turaco Turaco Gold (ASX: TCG) jumped 12% today after reporting strong gold intercepts from its Afema Gold Project in Côte d’Ivoire. The Woulo Woulo infill drilling returned broad, consistent gold zones with grades up to 1.07 g/t gold, while the nearby Herman prospect delivered a higher-grade discovery, yielding surface-level gold at 32.6 g/t. For…

ByCharlie YouldenDecember 3, 2025

QuickFee (ASX: QFE) Distributes $28.5 Million to Shareholders

Major Capital Return and New Dividend Policy QuickFee has distributed $28.5 million to shareholders as of 1 December, paid at 7.5 cents per share. The announcement sent the stock up 22% today as investors reacted positively to the capital return. Following the distribution, the company’s pro forma balance sheet sits at around $11.2 million. QuickFee also…

ByCharlie YouldenDecember 3, 2025

Epiminder (ASX: EPI) Makes ASX Debut After Raising $125M for FDA-Approved Epilepsy Device

Epiminder (ASX: EPI) made its ASX debut on Monday after raising $125 million at $1.50 per share, giving the company a market capitalisation of approximately $325 million. The Melbourne-based medtech is backed by hearing implant giant Cochlear (ASX: COH), which holds a 36% stake following the listing. For investors, the critical question now is whether…

ByUjjwal MaheshwariDecember 2, 2025

Dimerix (ASX:DXB) gets ready for game day

Our sister company Pitt Street Research published a research update on the Melbourne-based drug developer Dimerix (ASX: DXB). Pitt Street Research used to have a valuation range of between 84 cents to $1.07 per share on Dimerix, but with this latest research the new range is $1.65 to $2.17. That's considerably higher than the 28…

ByStuart RobertsDecember 1, 2025

RBA November Call: Could a Surprise Rate Cut Spark the Next ASX Rally?

The Reserve Bank of Australia meets next week, and while most expect rates to stay put, the conversation is shifting. The economy is showing cracks, retail spending is soft, housing is cooling, and unemployment is rising. That raises an interesting question: what if the RBA surprises with a November rate cut? It sounds unlikely, but…

ByUjjwal MaheshwariOctober 31, 2025

ASX Uranium Stocks Rally as Nuclear Power Goes Mainstream: 3 Producers to Buy

The uranium sector just got its biggest validation in decades. Amazon, Microsoft, and Google have collectively committed billions to nuclear energy projects, not for virtue signalling, but to power their energy-starved AI data centres. When the world's smartest tech companies all reach the same conclusion simultaneously, investors should pay attention. US electricity demand is expected to…

ByUjjwal MaheshwariOctober 29, 2025

Nanoveu shares surge as Arrow Electronics partnership accelerates AI chip adoption

Nanoveu (ASX: NVU) rallies on Arrow Electronics deal Nanoveu (ASX: NVU) delivered a major catalyst for investors this week, announcing a global distribution partnership with Arrow Electronics (NYSE: ARW). The partnership centers on accelerating the adoption of EMASS's ECS-DoT System-on-Chip (SoC) designed for wearables, industrial systems, and drones. The market reacted sharply to the news,…

ByCharlie YouldenOctober 29, 2025

Why ASX Critical Mineral Stocks Are Sliding Despite Strong Long-Term Tailwinds

Investors may be wondering why critical mineral stocks like Novonix (ASX: NVX), one of the more talked-about names in the battery and critical minerals sector, has seen its share price pull back recently. In reality, it’s not just Novonix that’s under pressure. We’re seeing a broad-based sell-off across the ASX critical minerals space, as traders…

ByCharlie YouldenOctober 28, 2025