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Information Technology

AI Data Centre Boom: Why Megaport (ASX:MP1) Is Raising $827M

Megaport is raising A$827.3 million after securing major AI infrastructure contracts and outlining plans for a global inference cloud. The move places MP1 closer to the AI data-centre boom, but investors still need to weigh dilution, competition and execution risk.

Information Technology

Artificial Intelligence

Energy

Boss Energy (ASX:BOE): Costs Doubled on a Rainy Quarter. Should Investors Worry?

Boss Energy (ASX) reported record high costs after heavy rain disrupted chemical deliveries and reduced output. The company’s cash position remains strong, but investors are now watching whether production rebounds and the new feasibility study supports the long-term mine plan.

Energy

BOE

Information Technology

Industrials

Tasmea (ASX:TEA) Jumps 16% on A$254M Maxim Deal: Inside the ASX Data Centre Play

Tasmea (ASX:TEA) jumped 16% after announcing its A$254 million acquisition of Maxim Group Australia. The deal expands Tasmea's exposure to the booming data centre and energy infrastructure sectors while strengthening its presence in Victoria. Investors welcomed the expected earnings boost, although regulatory and integration risks remain.

Information Technology

Artificial Intelligence

Information Technology

DroneShield (ASX:DRO) Wins A$24.9m US Contract: Is the Stock Still Worth the Price?

DroneShield (ASX) secured a contract worth up to A$24.9 million for drone-defence systems and support. The deal is positive, but the stock already expects strong growth, so delivery, profits, and investor trust now matter most.

Information Technology

DRO

Materials

IperionX (ASX:IPX) Climbs as Virginia Titanium Plant Goes 24/7

IperionX rose after confirming its Virginia Titanium Manufacturing Campus is now running 24/7. The bigger investor focus is on its GenX platform, which could lower titanium production costs if commercial validation progresses in 2026.

Materials

Commodities

Market Wrap

ASX Stocks to Watch in June 2026: Reading the EOFY Tax-Loss Signal

June can create extra pressure on weak ASX stocks as investors sell before EOFY to realise tax losses. Some beaten-down shares may rebound once tax-loss selling ends, but others may keep falling due to deeper business issues, making stock selection important.

Market Wrap

Insights |

Market Updates

AI Data Centre Boom: Why Megaport (ASX:MP1) Is Raising $827M

Boss Energy (ASX:BOE): Costs Doubled on a Rainy Quarter. Should Investors Worry?

Tasmea (ASX:TEA) Jumps 16% on A$254M Maxim Deal: Inside the ASX Data Centre Play

DroneShield (ASX:DRO) Wins A$24.9m US Contract: Is the Stock Still Worth the Price?

IperionX (ASX:IPX) Climbs as Virginia Titanium Plant Goes 24/7

ASX Stocks to Watch in June 2026: Reading the EOFY Tax-Loss Signal

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