AI boom to supercharge ASX chip stocks
We’re on the edge of an AI boom, and ASX semiconductor stocks – including those focused on graphene, neuromorphic chips, and quantum tech – are ready to cash in.
We’re on the edge of an AI boom, and ASX semiconductor stocks – including those focused on graphene, neuromorphic chips, and quantum tech – are ready to cash in.
In this episode, host Fraser Palamara recaps the past 12 months for Race Oncology and discusses what it has coming up in 2025.
Strickland’s gold in Serbia’s got upside, while Aura’s Tiris Uranium project is set to grow – both speculative buys according to WA brokers.
Juniors who have leapt on record gold prices to start small gold mines have prospered in recent months. Who’s next on the list?
Blue chip and mid-tier miners are about to deliver December reports. Here’s why brokers see value emerging in the resources sector.
Rare earths continue to grab ressie limelight with Ark Mines’ 21.7Mt REE resource reveal.
ASX down as weekly loss surpasses 2pc. Mining and energy stocks main laggards today.
Good morning, and Happy Friday! Here’s everything you need (and some stuff you don’t need) to know before the ASX opens today.
Reach is today’s high-grade niobium winner today, leading the resources sector gains.
Good morning, and Happy Thursday! Here’s everything you need (and some stuff you don’t need) to know before the ASX opens today.
The annual Noosa Mining Investor Conference in Queensland’s Sunshine Coast has developed over the years to become one of the resources industry’s ‘must attend’ events on the East Coast.
ING commodity strategist Ewa Manthey and Saxo’s Ole S. Hanson ran the scenarios for gold ahead of the US Presidential Election.
WA stockbroker and mining experts Argonaut has lifted the lid on this year’s list of best undeveloped ASX projects, and another six that are worthy of special mentions.
The ASX dipped on Wednesday as CSL and Brambles dragged. Meanwhile Pilbara, and Arafura soared on funding, and all eyes are on the US CPI.
Arafura Rare Earths has been earmarked as the first mine investment for a $15bn federal fund; WGR edging closer to gold producer status.
ASX ticks up ahead of US CPI report, Bitcoin hits $97K, while iron ore and real estate lead the charge.
Stockhead recaps the successes of 2024 for Airtasker the milestones planned for the new year.
Guy Le Page casts his gaze over Sarama Resources and a recent acquisition of some surprisingly unexplored greenstone.
Neuren’s partner Acadia Pharmaceuticals submits marketing authorisation application in Europe for trofinetide for treatment of Rett syndrome.
New data shows the 40 key ASX biotechs gained an average 50% in 2024 – but not everyone was a winner.
US President-elect Donald Trump’s interest in Greenland has brought its resource bounty into the limelight.
Studies show outperformance of founder-led companies for investors, including one from Credit Suisse and numerous listed on the ASX.
Despite optimism that inflation would swiftly retreat, the latest numbers tell a different story. So what does this mean for investors?
Tim Goyder’s Minerals 260 has emerged as the latest junior to ink a big gold deal, offering $166 million for Zijin’s 2.3Moz Bullabulling.
Stockhead TV’s Sarah Hughan brings you today’s Break it Down, detailing the new copper project acquisition in Chile from Pan Asia Metals.
New copper supply is needed ASAP and Chile’s nimbler junior copper plays could be better placed than majors to bridge the gap.
The Serbian government reinstated Rio’s licence to develop the 58,000tpa Jadar lithium mine, but protesters have environmental concerns.
APRA has mandated ANZ to raise risk capital by $250 million for ongoing management issues, while Tabcorp gets a $4.6 million fine.
Benchmark flatlines despite strong Resources surge, while Star sinks like a stone.
Stockhead has stuffed a collection of ASX lithium companies with plenty of exploration upside into a stocking for you.
Copper is looking red hot out to 2050, with demand tipped to hit 50Mt and prices set to soar to US$17,000/t.
The ASX rebounded, with mining and energy stocks up. Meanwhile Star also bounced, thanks to a Macau backer, and TikTok may sell US arm to Elon Musk.
A potash company backed by Owen Hegarty’s EMR Capital received a boost as FIRB approved an investment from China Inc.
The ASX has bounced back a bit with energy and mining stocks rallying, while a mystery Macau investor scoops up Star Entertainment.
Mesoblast shares fell about 7% after a $260m placement following FDA approval for its cell therapy treatment remestemcel-L in December.
Battery metals king Tim Goyder, largest shareholder of Minerals 260, raises the gold banner with a blockbuster project acquisition.
In this episode, host Sarah Hughan recaps the past 12 months for Lumos Diagnostics and discusses what it has coming up in 2025.
Big Tech is paying dividends on Wall Street and ASX tech stocks Dicker Data and Reckon, among others, are jumping on the bandwagon.
Kingsrose Mining believes BHP’s Xplor accelerator program will help drive much needed greenfields exploration.
Equinox Resources has shown the multi-commodity potential of its Mata da Corda project in Brazil with high-grade titanium hits.
The ASX dropped on Monday on US jobs data. Banks and Myer were hammered, but energy stocks soared and Star Entertainment Group rebounded.
Telix enters into an asset purchase agreement with antibody engineering company ImaginAb.
In this episode, Fraser Palamara details the major green tick Australian Vanadium received today from the EPA.
ASX slips as rate cut hopes fade, Myer and Premier tank on sales slump, while energy stocks rise.
As the world shifts to sustainable packaging, Australian leader SECOS looks positioned to capitalise.
The restaurant industry is rebounding, prompting discussions on its environmental impact through food waste.
Several ASX companies are focused on reducing CO2 emissions through their technologies and products. Here are just a few.
Origin and Cochlear both dropped heavily after reporting their earnings; while Australian unemployment rate edged higher.
As carbon emissions rise, these five ASX companies are innovating with sustainable materials.
Weebit Nano, Secos Group, Fatfish Group and iCandy Interactive are among ASX tech companies reporting positive quarterly results this week.
Magnetic Resources is playing the hits with drilling and studies at its 1.88Moz Lady Julie gold project, with suitors and analysts watching closely.
Nvidia’s all in on AI and robotics with a multi-trillion-dollar vision, plus what are the GeForce 50 series and Project Digits?
In this episode, host Sarah Hughan recaps the past 12 months for CBL and discusses what it has coming up in 2025.
Australia faces a massive green mining challenge, with tailings and precision tech set to revolutionise the game.
US-based Lantheus Holdings has become the largest shareholder in Radiopharm Theranostics after a US$5 million private placement.
ASX gold producers lifted the lid this week, with some living up to the hype and others failing to capitalise on record bullion prices.
The ASX dipped on Friday as banks slid and Star tanked. Meanwhile, all eyes (well, plenty of them anyway) are on the incoming US jobs data.
Terra Metals is awaiting further assays from its Dante Reefs discovery where drilling has already demonstrated consistent mineralisation.
Morgans analyst Scott Power said investors have dealt with Avita Medical “fairly harshly” after it downgraded its earnings guidance.
The ASX has dipped on Friday, while mining holds. Meanwhile Goldman sees 30% chance of crash in 2025, and the Aussie dollar has hit a two-year low.
The ASX dipped on Thursday as retail data cooled rate cut hopes. Meanwhile Star fell (again) on cash burn, Bitcoin stumbled and China faces deflation.
Lithium prices could remain subdued in 2025 with supply continuing to grow, even as demand for the electric vehicle ingredient rises.
Axel REE has surged on a hit of up to 2.8% total rare earth oxides from its Caladao project in Brazil’s Lithium Valley.
Lithium Americas has unveiled a massive 85-year mine life for the Thacker Pass project, with a host of ASX juniors in the neighbourhood.
An AI-powered explorer backed by Bill Gates and Jeff Bezos is bringing tech money to mining. What does KoBold’s US$537 million raising mean?
Telcos and energy are strong, while retail and healthcare show promise. So says Morningstar as it seeks value, breaking down all 11 sectors on the ASX.
BHP has given an ASX-listed explorer a shot in the arm, backing Firetail Resources to find a world-class copper project in Peru.
Host Tony Locantro of Alto Capital shares his top stocks to watch for 2025 in this episode of Tony’s Takeaway.
In this episode, Sarah Hughan takes a look at lithium explorer Future Battery Minerals and what’s in sight in 2025.
In this episode, host Sarah Hughan recaps the past 12 months for Hipages and discusses what it has coming up in 2025.
Percheron’s board has written a letter to shareholders following failure of its phase 2b trial of lead candidate avicursen into non-ambulant boys with Duchenne muscular dystrophy.
Just ministerial approval sits between VRX and a final pass for its Arrowsmith North silica sand mine in WA.
Gold prices could rise to fresh highs again in 2025, with a big dog investor saying US$3100/oz could be on the cards.
The ASX has slipped on Thursday as energy stocks drag. Meanwhile Wall Street has stalled and Star Entertainment Group has a cash burn crisis.
The stage is set for 2025 to be a transformative year for global capital investment. For investors, this presents a wealth of opportunities.
Canaccord raises Emerald’s target, and it still rates Bellvue a solid speculative buy despite a slight downgrade.
In this episode, host Sarah Hughan recaps the past 12 months for BB1 and discusses what it has coming up in 2025.
The ASX popped on Wednesday as inflation rose, miners ripped, and Energy Transition Minerals rocketed on Trump’s Greenland talk.
The Nasdaq tumbled over 2pc overnight as concerns grow over big tech’s ability to turn AI investments into immediate profits.
Good morning, and Happy Monday! Here’s everything you need to know before the ASX opens today.
Original URL: https://www.news.com.au/finance/business/stockhead/news/page/4