Australian Semiconductors Stock News

Vault Minerals recently reported its December 2025 quarter, delivering 76,520 ounces of gold and generating A$12,000,000 in free cash flow while advancing major growth projects including the Stage 1 King of the Hills processing plant expansion and the Deflector mine transition to owner-operator mining. The company’s reiteration of FY26 group production guidance of 332,000 to 360,000 ounces and its articulated pathway to higher output by FY28 underline a clear operational roadmap that may...

Telstra’s upcoming earnings and dividend in focus Interest in Telstra Group (ASX:TLS) has picked up as investors look toward the half year earnings announcement on February 19 and the upcoming March dividend, especially after recent declines across the ASX. See our latest analysis for Telstra Group. At a recent share price of A$4.74, Telstra’s short term share price returns have been soft, with 1 month and 3 month share price returns slightly negative. However, the 1 year total shareholder...

What triggered the latest move in Core Lithium shares? Core Lithium (ASX:CXO) has drawn attention after a near 10% share price drop, one of the largest moves on the ASX. Weaker lithium prices and technical selling pressure contributed to the decline amid broader market volatility. See our latest analysis for Core Lithium. Despite the latest drop, Core Lithium’s recent 90 day share price return of 176.19% and 1 year total shareholder return of 190% show strong past momentum. However, the 3...

Regis Resources reported strong Q2 2026 operational performance with gold sales of 96,600 ounces, boosting cash and bullion to A$930 million and allowing the company to resume fully franked dividends at A$0.05 per share. The decision to restart dividends while funding projects such as the Buckwell open-pit and ongoing exploration highlights management’s confidence in sustaining cash generation alongside growth initiatives, even as the McPhillamys judicial review remains pending. Next, we’ll...

In recent months, Pro Medicus has drawn heightened attention as a premium health-tech provider, with its radiology imaging software underpinning long-term contracts at major US hospitals and clinics. An important angle for investors is how Pro Medicus’ advanced imaging and AI capabilities have helped it compete against much larger legacy vendors in a highly specialised market. We’ll now examine how this growing US hospital footprint and premium positioning shape Pro Medicus’ broader...

Record flows and product launches put HUB24 in focus HUB24 (ASX:HUB) has drawn fresh attention after reporting record December quarter net inflows of A$5.6b, lifting first half flows to A$10.7b and funds under administration to A$152.3b. The platform now holds 9.3% of the Australian platform market, up from 7.9% a year earlier. It has led quarterly net inflows for eight consecutive quarters, while also rolling out new retirement and advice technology offerings. See our latest analysis for...

Boss Energy Limited recently announced that Non-Executive Chair Wyatt Buck intends to step down from the Chair role after three years guiding the company through the development, commissioning and early operation of the Honeymoon Project, while remaining on the Board as a Non-Executive Director to support an orderly leadership transition. The decision to retain Buck on the Board while recruiting a new Non-Executive Chair during the first half of 2026 highlights the company’s focus on...

Lynas Rare Earths Limited announced that long-serving Managing Director and CEO Amanda Lacaze, who has led the company for 12 years, intends to retire and will remain until the end of the current financial year to support a smooth succession process. This leadership transition, with a global search underway for internal and external CEO candidates, marks an inflection point for how Lynas may set its next phase of corporate priorities and execution focus. We’ll now explore how the planned...

Quarterly update: sales, production and guidance in focus Alkane Resources (ASX:ALK) has drawn fresh attention after reporting consolidated third quarter and half year sales and production figures, while keeping its 2026 group production guidance unchanged. The company reported quarterly consolidated gold equivalent sales of 42,709 ounces and production of 43,663 ounces, alongside reaffirmed full year 2026 guidance of 160,000 to 175,000 gold equivalent ounces at an all in sustaining cost of...

Domino's Pizza Enterprises has appointed Merrill Pereyra as CEO for Australia and New Zealand, effective 23 January 2026, and expanded Group CFO George Saoud’s remit to include the Group COO role overseeing technology and supply chain. These changes mark a further step in Domino’s ongoing turnaround effort, concentrating decision-making around leaders with deep quick-service restaurant experience and a clear mandate for operational improvement. We’ll now examine how this leadership...

In January 2026, Mesoblast reported that the FDA’s review of Phase 3 data for its cell therapy rexlemestrocel-L in chronic discogenic low back pain found pain outcomes favoring the active treatment and confirmed that 12‑month pain reduction could support a future Biologics License Application. The FDA also indicated that robust opioid reduction data from Mesoblast’s trial might be reflected in product labeling, highlighting the therapy’s potential relevance to chronic pain management during...

Leadership change and why it matters for Deep Yellow Deep Yellow (ASX:DYL) has confirmed Greg Field will step in as both Chief Executive Officer and Managing Director from 2 February 2026, marking a fresh leadership phase for the uranium explorer. The move ends the interim period under Acting CEO Craig Barnes, who will return to his CFO role. It also gives investors a clear reference point for assessing how new leadership aligns with Deep Yellow’s existing projects and capital plans. See our...

Pantoro Gold recently held a special call to update investors on operations at the Norseman Gold Project, following the release of its December 2025 Quarterly Activities Report. This focused operational briefing signals the central importance of Norseman to Pantoro Gold’s current project pipeline and production plans. We’ll now explore how the detailed Norseman operational update might influence Pantoro Gold’s investment narrative and future project expectations. The end of cancer? These 29...

BHP Group (ASX:BHP) has paired record copper and iron ore production with an updated 2026 copper guidance range, while also lifting the investment estimate for its Jansen Stage 1 potash project to US$8.4b. See our latest analysis for BHP Group. At a share price of A$48.48, BHP Group’s recent operational and guidance updates, including record iron ore and copper output, higher copper guidance and the Jansen cost review, have come alongside a 30 day share price return of 7.57%, a 90 day share...

Paladin Energy (ASX:PDN) is back in focus after its December quarter update, where uranium output and sales at the Langer Heinrich mine rose strongly and management indicated that production is tracking towards the upper end of guidance. See our latest analysis for Paladin Energy. The strong quarterly update has arrived alongside rapid share price momentum, with a 1 month share price return of 35.35% and a 90 day gain of 56.97%. The 1 year total shareholder return of 43.31% and very large 5...

The Department of Mines, Petroleum and Exploration has approved Brightstar Resources’ mining development and closure proposal for the Lady Shenton gold project at Menzies, allowing the company to begin mining operations, while recent drilling at the Lord Byron deposit returned encouraging results to feed into an updated feasibility study. This combination of regulatory progress and exploration success strengthens the development pathway for Brightstar’s Menzies assets, potentially enhancing...

Beach Energy (ASX:BPT) has drawn investor attention after reporting a 9% quarter-on-quarter production fall linked to Otway Basin gas, alongside first gas export from the Waitsia Gas Plant and a new A$300 million term loan. See our latest analysis for Beach Energy. Despite the operational updates and new funding, Beach Energy’s recent price action has been weak, with a 90 day share price return of a 9.6% decline and a 1 year total shareholder return of an 18.1% loss. This suggests momentum...

The Australian stock market is poised for a boost, mirroring Wall Street's gains, as geopolitical tensions ease and economic indicators remain in focus. In this context, penny stocks—often seen as a gateway to growth opportunities in smaller or newer companies—continue to capture investor interest despite their somewhat outdated moniker. These stocks can offer significant returns when backed by strong financial health, and today we spotlight three such promising picks on the ASX that could...

Institutional exit puts West African Resources in focus First Sentier Group’s exit as a substantial shareholder, formalized via an Australian Corporations Act Form 605 on 16 January 2026, has put West African Resources (ASX:WAF) on many investors’ watchlists. See our latest analysis for West African Resources. At a share price of A$3.80, West African Resources has recently seen a 1-day share price return of 4.40%, a 7-day share price return of 10.47% and a 30-day share price return of 24.18%...

Qoria Limited recently released its latest quarterly and half-year results, reporting strong growth in annual recurring revenue and reiterating its longer-term guidance while still posting negative free cash flow and higher marketing expenses. The combination of rapid subscription growth, resilient customer retention, and rising spend to acquire and support users has sharpened investor focus on margins and cash conversion. We'll now examine how Qoria's push for growth amid elevated marketing...

Operational update at Okvau puts production and pricing in focus Emerald Resources (ASX:EMR) has put fresh numbers on the table, reporting December 2025 quarter output of 25,030 ounces from its 100% owned Okvau Gold Mine in Cambodia, with gold sales priced at an average of US$4,118/oz. See our latest analysis for Emerald Resources. The operational update appears to have come alongside strong recent momentum, with the share price at A$7.96 after a 64.12% 90 day share price return and a very...

Amaero Ltd ( ASX:3DA ), is not the largest company out there, but it saw a significant share price rise of 79% in the...

Earlier in January 2026, Sandfire Resources released production guidance for fiscal 2026, forecasting Group CuEq output of 149–165 kt and detailed copper, zinc, lead and silver volumes from 10.2 Mt of ore processed. This guidance gives investors a clearer view of Sandfire’s planned copper and zinc profile ahead of its Q2 2026 results, scheduled pre-market on 22 January 2026. Next, we’ll examine how Sandfire’s 2026 copper production outlook may influence its investment narrative and the way...

Betr Entertainment Limited ( ASX:BBT ) shares have had a really impressive month, gaining 41% after a shaky period...