Blogs
Most lithium explorers are falling — why is Atlantic Lithium (ASX: A11) holding up, and what does it signal?
Atlantic Lithium is holding up while many lithium explorers fall because it is further advanced toward production, with permitting progress at Ewoyaa, funding support, and improving lithium prices underpinning confidence. Strong drilling results and a clear path to FID differentiate it from early-stage peers. Technically, the stock remains in an uptrend with solid volume support, signalling accumulation rather than distribution and suggesting investors are backing execution, not just sentiment.
How much should we be scared of the recent gap down in CSL's (ASX: CSL) share price?
CSL Limited’s recent gap down reflects a sharp reset in market confidence rather than a collapse in its core business. The fall was driven by weaker-than-expected H1 FY26 results, plasma division margin pressure, policy headwinds in the US and China, a surprise CEO change, and earlier guidance cuts. While the stock is technically in a clear downtrend and deeply oversold, the long-term investment case now hinges on execution, margin recovery, and whether management can rebuild credibility.
Brainchip Holding's (ASX: BRN) downtrend is in full force. How much lower can it go?
Brainchip Holdings (ASX: BRN) is in a clear downtrend, with persistent selling pressure keeping it near lows and preventing sustained gains, as weak technicals and broader tech sector headwinds continue to weigh on the stock.
Rio Tinto (ASX/LSE: RIO) - A Global Materials Engine Re Accelerating into a New Cycle
Rio Tinto appears to be entering a strategically attractive new phase, evolving beyond its historic reliance on Pilbara iron ore into a diversified, multi-commodity growth platform. With expanding exposure to copper, lithium, high-grade iron ore and aluminium, alongside a stabilising cost base and strong balance sheet, the company increasingly looks positioned for asymmetric upside through 2026–2028 rather than a mature, iron ore–centric producer.
Atlantic Lithium’s (ASX: A11) uptrend is holding amid heavy market turbulence. How significant is this show of resilience?
Atlantic Lithium has managed to hold its uptrend despite broader market turbulence, a sign of underlying strength in a weak environment for resource stocks. Steady buying at key support levels suggests confidence has not collapsed, supported by progress at its Ewoyaa lithium project in Ghana. This combination of solid fundamentals and constructive chart behaviour highlights resilience in a volatile, sentiment-driven sector.
European Lithium's (ASX: EUR) share price has bounced off its support level nicely. How much higher can it go?
European Lithium (ASX: EUR) has rebounded from a well-established support level on its daily chart, a move that suggests buyers continue to defend this key zone. While the company’s Wolfsberg project underpins its long-term European battery supply narrative, the recent lift is largely technical, driven by market psychology and historical buying interest.
Appen (ASX: APX) - One of the few AI stocks on the ASX with a currently rising share price
Appen Limited (ASX: APX), founded in 1996 and listed since 2015, is an Australian AI data specialist providing dataset sourcing, annotation, and model evaluation. Operating the Global Services and New Markets segments, it serves major tech clients across multiple industries, leveraging a 1M+ global workforce that spans 180+ languages in 130 countries.
Arafura Rare Earths's (ASX: ARU) share price is trading at a strong support level, is it a buying opportunity?
Arafura Rare Earths (ASX: ARU) is trading near a key support zone after recent volatility, where buyers have previously stepped in. Strength in rare earth prices adds sector momentum. While this mix may signal opportunity, confirmation depends on support holding and the company delivering meaningful project progress.
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Macroeconomic Report for the Week Ending 6 February 2026 – Australian Market Outlook
Markets faced a “soft-landing but sticky” backdrop: growth held up, yet inflation and policy uncertainty kept risk elevated and dispersion high. The US stayed resilient but uneven as labour demand cooled and the Fed remained cautious. The ECB stayed meeting-by-meeting. Australia felt higher-for-longer, rotating into defensives.
Atomo Diagnostics (ASX: AT1) uptrend is your friend!
Atomo Diagnostics (ASX: AT1) is showing a steady uptrend after a long quiet phase. Rising prices from recent lows, backed by stronger volume, suggest buyers are gradually absorbing supply. This persistent move higher points to improving sentiment and a technically supportive trend for now.
Waratah Mineral (ASX: WTM) has made multiple higher lows. Is it building the base for another leg up?
Waratah Minerals, an Australian gold-copper explorer in NSW, has rebounded strongly from last year’s lows. A clear pattern of higher lows suggests growing accumulation, easing selling pressure and sustained market interest, positioning the stock to potentially break higher if a catalyst emerges.
Why is SportsHero's (ASX: SHO) share price rising and how much higher can it go?
SportsHero (ASX: SHO) is an early-stage Australian sports gamification and media company focused on mobile-first prediction and gaming platforms across Southeast Asia, primarily Indonesia. It offers leveraged exposure to regional digital gaming growth but carries high execution, funding and profitability risk typical of small-cap platform build-outs.
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How much higher can Korvest (ASX: KOV) share price go after the recent breakout?
Korvest Ltd (ASX: KOV) is a South Australian industrial manufacturer specialising in cable and pipe support systems and corrosion protection services, with earnings linked to infrastructure, resources, energy and industrial activity, as well as ongoing maintenance demand.
Can the recent rally in nickel prices last, and where can one get exposure on the ASX?
Global nickel prices have surged to near US$18,000 per tonne on supply concerns, particularly around potential production cuts in Indonesia and regulatory uncertainty. The rally has been amplified by speculative flows and broader base-metals momentum, despite elevated inventories and mixed demand fundamentals.
Xero Limited (ASX: XRO): From Accounting Software to Global Small Business Operating System
Xero is transitioning from a high-growth SaaS accounting platform into a global small business operating system with improving earnings quality and rising operating leverage. FY26 interim results show resilient revenue growth, margin expansion from cost discipline, and deeper monetisation across payments, payroll and financial services. We believe the market still applies an outdated growth-at-any-cost lens, underestimating Xero’s emerging cash generation and embedded optionality.
Transurban Group (ASX: TCL)- Infrastructure Quality at Scale: Cash Flow Compounding Through Cycles
Transurban is a high-quality global infrastructure franchise with long-duration, inflation-protected cash flows, strong pricing power and irreplaceable assets. The market remains overly focused on macro headwinds, overlooking the durability of its concessions, recovering mobility and improving cash-flow conversion. As operational risk declines and cost pressures fade, Transurban is well positioned to deliver asymmetric upside through FY26–FY28 via compounding distributions and operating leverage.
Megaport Limited (ASX: MP1), Re-Establishing Structural Growth Leverage
Megaport has evolved from a cash-intensive growth story into a more disciplined, cash-generative digital infrastructure business, with FY25 marking a clear structural turning point as costs reset, churn stabilised and balance-sheet risk reduced. While the market still views the company through outdated perceptions, we see improved unit economics, renewed credibility and emerging operating leverage, positioning Megaport for growing free cash flow and ongoing relevance in an increasingly hybrid, multi-cloud world.
Zinc prices are quietly rising - which ASX stocks can benefit the most?
Zinc prices are edging higher as physical markets tighten, supported by steady demand from steel, infrastructure and renewable energy projects alongside shrinking exchange inventories, particularly on the LME. With supply growth limited and visibility low, declining stocks are increasing concerns around future availability, which can underpin higher prices. For ASX investors, this environment favours zinc-exposed producers, developers and explorers, as well as diversified miners with meaningful base-metal exposure, all of which stand to benefit from improving project economics and margins as zinc’s outlook strengthens.
Telstra Group (ASX: TLS) - A Defensive Cash Compounder with Embedded Digital Optionality
We view Telstra as a highly resilient, structurally advantaged cash-generating business within the Australian equity market, offering strong earnings quality and downside protection despite limited headline growth. Its focus on network leadership, disciplined capital management and monetisation of digital and infrastructure assets supports stable free cash flow and reliable capital returns, particularly in a softer macro environment. We believe the market continues to undervalue Telstra’s leverage to long-term data demand, the durability of its mobile economics, and the embedded optionality in InfraCo and enterprise digital services.
These ASX stocks have recently had major share price breakouts
When a share price breaks out after a long period of consolidation, it often signals a meaningful shift in market sentiment, marked by rising volume, improving momentum and former resistance turning into support. In recent weeks, several ASX stocks have shown these clean, technically supported breakouts, suggesting these are not short-lived spikes but structured moves that technical analysts closely watch as potential early signs of a new trend.
Fortescue (ASX: FMG)- A Tier One Iron Ore Cash Machine with Deep-Cycle Energy Optionality
In our assessment, FMG is neither a simple iron ore beta nor a speculative green-energy experiment. It is a structurally low-cost, high-free-cash-flow industrial platform that deliberately uses surplus mining rents to accumulate long-dated strategic options in energy and decarbonisation. FY25 and the September 2025 quarterly update reinforce our view that Fortescue remains one of the most financially resilient miners globally, even as it operates in a more volatile commodity and macro environment.