In afternoon trade, the S&P/ASX 200 Index (ASX: XJO) is on course to start the week with a small decline. At the time of writing, the benchmark index is down 0.2% to 8,744.2 points.

Four ASX shares that are falling more than most today are listed below. Here’s why they are dropping:

Boss Energy Ltd (ASX: BOE)

The Boss Energy share price is down 3% to $1.37. This uranium producer’s shares have been crushed this year following the release of its Honeymoon project review. That review has indicated an expected material and significant deviation from the assumptions underpinning its 2021 Enhanced Feasibility Study (EFS). Boss Energy’s managing director, Matthew Dusci, remains hopeful that there is still a way forward. He said: “Although Boss acknowledges this disappointing outcome, the Honeymoon Review and delineation drilling programs have enabled the identification of a potential pathway forward through a new wide-spaced wellfield design. While additional work is necessary to finalise a New Feasibility Study, this development presents an opportunity for Boss to potentially lower operating costs, optimise production profiles, and extend mine life compared to the current wellfield design.”

DroneShield Ltd (ASX: DRO)

The DroneShield share price is down 6% to $3.09. This is despite there being no news out of the counter drone technology company today. However, it is worth noting that DroneShield’s shares have been strong performers this month. So much so, despite today’s pullback, its shares remain up by 55% since this time last month. They are also up over 300% since the start of the year.

Electro Optic Systems Holdings Ltd (ASX: EOS)

The EOS share price is down 5% to $8.79. This could also be due to profit taking from some investors following a strong gain this month. EOS shares remain up over 90% since this time last month despite today’s weakness. In addition, optimism that Ukraine and Russia could soon sign a peace deal could be weighing on its shares. Investors may believe a peace deal would lessen demand for its defence products.

Netwealth Group Ltd (ASX: NWL)

The Netwealth share price is down over 5% to $25.43. This is despite there being no news out of the investment platform provider on Monday. Earlier this month, the company revealed that it had agreed to compensation payments of approximately $101 million to members impacted by the First Guardian Master Fund collapse.

The post Why Boss Energy, DroneShield, EOS, and Netwealth shares are falling today appeared first on The Motley Fool Australia.

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• Why Clarity, DroneShield, St Barbara, and Treasury Wine shares are charging higher today
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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended DroneShield, Electro Optic Systems, and Netwealth Group. The Motley Fool Australia has positions in and has recommended Netwealth Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shares in Treasury Wine Estates Ltd (ASX: TWE) have piled on more than 10% across the past two trading days after it emerged that French billionaire Olivier Goudet had acquired a significant stake in the company.

Treasury lodged a statement with the ASX on Christmas Eve, indicating that Mr Goudet had increased his stake to 41 million shares in the Penfolds producer, with that stake worth about $226 million at the company’s share price on Monday.

Corporate raider

Mr Goudet is well known in European business circles as the former head of JAB Holding, which managed the wealth of Germany’s Reimann family.

While in that role, Mr Goudet spearheaded the takeover of companies including Krispy Kreme and Pret a Manger, and according to a report in The Australian, he also personally bought a chateau in Bordeaux with his wife in 2021.

Mr Goudet, who was also the former Chief Financial Officer at Mars, stepped down from JAB Holding in 2023.

Buying the dip

The significant shareholder notice lodged with the ASX shows Mr Goudet’s Luxembourg-based company, Platin, started buying shares at $6.78 back in early October.

The purchases continued on an almost-daily basis right through to December 23, when Platin picked up 3.9 million shares for $5.

Treasury shares are down significantly from their 12-month highs of $11.48, achieved at about this time last year. The company recently wrote down the value of its US business by $687 million and warned in mid-December of ongoing weakness in its US and China businesses.

New Chief Executive Sam Fischer announced on December 17 that the company would launch a $100 million cost-cutting program, warning that “category dynamics have weakened in recent months”.

The company also said its ultra-luxury tiers, “while in growth globally, are performing below expectations, reflecting weakness in global fine wine markets”.

Mr Fischer said regarding the outlook:

We are currently experiencing category weakness in the US and China, two of our key growth markets, which will impact our business performance in the near-term. Maintaining the strength of our brands and the health of their respective sales channels is of critical importance to our Management team and our Board as we navigate through the current environment.

TWE is a high-quality business with strong foundations in place for sustainable, profitable growth. Our powerful portfolio of brands, leading market positions in attractive growth markets, unparalleled supply chain and highly engaged, capable team are all considerable strengths that position us strongly to deliver sustainable, profitable growth over the long-term.

Treasury shares traded as high as $5.54 on Monday before settling back to be 1.8% higher at $5.49.

The post Treasury Wine shares pile on the gains after French billionaire buys in appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Treasury Wine Estates. The Motley Fool Australia has positions in and has recommended Treasury Wine Estates. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

In the world of commodities, 2025 has been dominated by a relentless surge in the gold price.

So far this year, bullion has delivered more than 50 new all-time highs, adding another record this week after smashing through US$4,500 an ounce.

Overall, the gold price has now climbed by about 73% since the start of January.

Not surprisingly, it has comfortably outpaced the broader market with the All Ordinaries Index (ASX: XAO) up by 7% during the same period.

In turn, leading ASX 200 gold miners have been major beneficiaries from the price surge.

For example, shares in the world’s biggest gold producer Newmont Corporation CDI (ASX: NEM) have soared by more than 160% since early January.

Fellow gold mining heavyweight Evolution Mining Ltd (ASX: EVN) has also delivered similar gains.

However, despite dominating headlines, gold has not been the top-performing metal in 2025.

In fact, two other precious metals have handsomely outpaced the gold price since the start of January.

Below, we take a closer look at these surging metals and how ASX investors could potentially gain exposure through exchange traded funds (ETFs).

Platinum

Platinum is a rare metal best known for its use in jewellery.

However, its unique physical and chemical characteristics also play a key role in industrial sectors, including medical, electronic, automobile, defence, and aerospace.

Notably, 2025 marks the third year in a row where the platinum market has been in a supply deficit.

Against this backdrop, the platinum price has surged by about 180% since the start of January to more than US$2,500 an ounce.

However, investors seeking exposure to this rally have limited options on the ASX.

One practical solution could be the Global X Physical Platinum Structured (ASX: ETPMPT) ETF.

This ASX ETF is designed to generate returns that correspond with the platinum price, excluding fees and expenses.

Its shares have rocketed by 150% in 2025, reaching $339.99 apiece at the time of writing.

Silver

Silver is typically known for its use in jewellery, coins, and as bullion stored in vaults.

But this narrative is rapidly changing.

Silver also boasts superior electrical and thermal conductivity, making the metal an important component in solar panels, electric vehicles, and consumer electronics.

Since the start of the year, the silver price has climbed by about 188%, reaching new all-time highs just this week after breaking through US$80 per ounce.

Like with platinum, one avenue for exposure to the soaring silver price is through an ASX ETF, namely the Global X Physical Silver Structured (ASX: ETPMAG) ETF.

This ASX ETF aims to generate returns that mirror the silver spot price in Australian dollars, minus the fees. 

Shares in this ASX ETF are changing hands at $110.22 apiece at the time of writing, up by 153% just this year.

The post Forget gold! Meet the 2 metals up by +150% in 2025 and the ASX ETFs riding the wave appeared first on The Motley Fool Australia.

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Motley Fool contributor Bart Bogacz has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Argo Investments Ltd (ASX: ARG) share price is in focus after announcing a new on-market buy-back facility, with plans to repurchase up to 37 million shares over the next 12 months.

What did Argo Investments report?

• Maximum of 37 million shares to be bought back on market
• Total shares on issue: 758,789,060
• Buy-back will run from 2 January 2026 to 31 December 2026
• Macquarie Securities (Australia) Ltd appointed as broker
• Buy-back to be conducted in Australian dollars (AUD)
• No security holder approval required

What else do investors need to know?

The buy-back is intended as part of Argo Investments’ ongoing capital management strategy. By renewing its on-market buy-back facility for another 12 months, the company is providing itself an additional lever to support its share price and return surplus capital to shareholders when appropriate.

The buy-back does not specify a minimum number of shares to be purchased, giving the company flexibility to act in shareholders’ best interests depending on market conditions. Shareholders are not required to approve this buy-back.

What’s next for Argo Investments?

The buy-back program gives Argo Investments the ability to manage its capital more efficiently, potentially enhancing returns for existing shareholders. The company will review market opportunities throughout the year and adjust the pace and scale of buy-backs as needed.

Looking ahead, continued focus on disciplined capital management is likely to remain a core part of Argo’s strategy, with an eye on delivering steady returns for investors.

Argo Investments share price snapshot

Over the past 12 months, Argo Investments shares have risen 2%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 6% over the same period.

View Original Announcement

The post Argo Investments launches 12-month on-market buy-back for up to 37 million shares appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The All Ordinaries Index (ASX: XAO) is up 6.9% over the past 12 months, with this ASX All Ords copper stock racing ahead of those gains.

The strongly outperforming miner in question is Aeris Resources Ltd (ASX: AIS), with shares leaping higher again today.

Aeris Resources shares closed on Wednesday trading for 54.5 cents. In morning trade on Monday, following the four-day Christmas holiday trading break, shares are trading for 58 cents each, up 6.4%.

This sees the ASX All Ords copper stock up a whopping 241.2% since this time last year. Or enough to turn a $10,000 investment into $34,120. Not bad for a year’s work.

Part of the meteoric rise can be attributed to the surging copper price. Copper is currently fetching US$12,163 per tonne, up almost 39% over 12 months. This comes amid rising demand for the red metal to meet the needs of the global energy transition at a time of limited new supplies.

But Aeris Resources has hardly been sitting on its laurels.

Here’s what’s piquing renewed investor interest today.

ASX All Ords copper stock rips higher on project go-ahead

The Aeris Resources share price is surging again today after the company announced that its Constellation Project has been granted development consent from the NSW Department of Planning, Housing and Infrastructure.

Constellation is a copper-gold-silver project located in New South Wales.

The ASX All Ords copper stock labelled the consent a “critical step” that enables Constellation to move towards development.

The project sits in the Cobar Basin Region, approximately 45 kilometres from the Tritton Processing Plant.

Management highlighted that the open-pit Ore Reserve Estimate includes a Probable Ore Reserve of 2.3 Mt at 2.0% Cu, 0.6 g/t Au, 3 g/t Ag, containing 47 kt Cu, 49 koz Au, and 228 koz Ag.

(Note: Cu = copper; Au = gold; Ag = silver.)

The Total Mineral Resource Estimate for the project stands at: 7.6 Mt at 2.0% Cu, 0.7 g/t Au, and 2.5 g/t Ag.

What did management say?

Commenting on the development green light from the New South Wales government that’s boosting the ASX All Ords copper stock today, Aeris Resources executive chairman Andre Labuschagne said, “Receiving development consent represents a key milestone for the project.”

Labuschagne added:

Coupled with our recently declared Open Pit Ore Reserve, this places us in a strong position for Constellation to become the next major ore source for Tritton in the near term. We acknowledge and thank the NSW government for their continued support.

The post Up 241% in 12 months, why is this ASX All Ords copper stock leaping higher again on Monday? appeared first on The Motley Fool Australia.

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• Bell Potter names two base metals companies which are worth a look

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you are on the hunt for ASX 200 stocks with the potential to deliver big returns in 2026, then read on!

That’s because listed below are two that analysts are bullish on and believe could rise over 45% from current levels.

Here’s what they are recommending to clients:

Guzman Y Gomez Ltd (ASX: GYG)

Morgans sees major upside potential in this ASX 200 stock. The broker has a buy rating and $32.30 price target on the Mexican food focused quick service restaurant operator’s shares. Based on its current share price of $22.10, this implies potential upside of 46% for investors over the next 12 months.

It thinks that the company’s focus on menu innovation will support sales growth in the medium time. Morgans commented:

GYG has launched its latest limited-time offer (LTO): the BBQ Chicken Double Crunch (BBQ CDC). Early feedback suggests the item is one of GYG’s more indulgent menu items and taste tests have been overwhelmingly positive. The product leverages existing ingredients, meaning no incremental complexity or cost for stores, a margin-friendly innovation that aligns with GYG’s operational discipline. Management has repeatedly emphasised that menu innovation is a key lever for same-store sales (SSS) growth, and this launch reinforces that commitment. We reiterate our BUY rating.

Nickel Industries Ltd (ASX: NIC)

Another ASX 200 stock that analysts are tipping to rise strongly from current levels is Nickel Industries. It is a growing nickel producer with assets in Indonesia.

Bell Potter recently put a buy rating and $1.20 price target on its shares. Based on its current share price of 80 cents, this implies potential upside of 50% between now and this time next year.

The broker likes the company due to its long life and low cost assets, as well as its positive production growth outlook. Commenting on its buy recommendation, Bell Potter said:

Nickel Industries operations are located in Indonesia and are long-life, bottom-of-the-cost-curve projects. In 1HCY26 we anticipate the delivery of major positive growth catalysts. These include ore production rampup to a 19Mtpa run-rate (pending permits) at the Hengjaya Mine and the commissioning of the ENC HPAL project for ramp-up to full production of +70ktpa in1HCY26. We expect these developments to increase production, margins and EBITDA. While nickel prices are under pressure, NIC has shown the ability to make money through the cycle, which is a key attribute of attractive long-life assets.

The post Why these ASX 200 stocks could rise 45% to 50% in 2026 appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shares in 3d Energi Ltd (ASX: TDO) were trading more than 10% higher on Monday after the company announced its second gas discovery in as many months off the Victorian coast.

The junior explorer said in a statement to the ASX that its Charlemont-1 well, which started drilling on Christmas Day, “unexpectedly” hit a zone of gas above its intended target zone.

The company went on to say:

On 25 December 2025, the Charlemont -1 well intersected significant gas shows approximately 160 meters above the primary target. At 2,552 meters, pressures were higher than anticipated and drilling was temporarily paused to assess potential adjustments to the well design, including options to continue to drill to the primary target. Predrill evaluation of the Charlemont-1 prospect did not anticipate intersecting gas at this shallower level.

New well design might be needed

3D said activities were currently underway to assess potential adjustments to the well design to allow drilling to continue to the target zone.

3D Energy is a 20% equity holder in the drilling program, with the operator ConocoPhillips Australia holding 51% and Korea National Oil Company owning 29%.

The news follows 3d reporting in late November that ConocoPhillips had struck gas while drilling the Essington-1 well, also in the Otway Basin off the Victorian coast.

3D said in a statement to the ASX on November 17 that the Essington-1 drilling program had intersected two gas bearing reservoirs, with one having 58.5 metres of net gas pay while the second had 31.5 metres.

Analysis shows good recoverability

Follow-up testing of that discovery found that there was “moderate to excellent reservoir quality” at that site, “confirming the presence of moveable, producible gas-condensate within better- developed sandstone units of the Waarre A reservoir”.

3D chair Nowell Newell said at the time:

A gas-condensate discovery with strong support for reservoir deliverability in an incredible start to the Otway Exploration Program for the joint venture and 3D Energi shareholders. Ora testing has confirmed reservoir deliverability in key Waarre A intervals and delivered the type of high-quality subsurface data needed to progress our technical and commercial evaluation. This is the first time the Ora technology has been deployed in Australia, and its successful application has allowed us to acquire crucial reservoir insights while reducing environmental impact.

3D Energi shares traded as high as 14.7 cents on Monday morning, up 13.1% before settling back to be 7.7% higher at 14 cents.

The company was valued at $68.1 million at the previous trading day’s close.  

The post An “unexpected” gas discovery has this company’s shares rocketing higher appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

Artificial intelligence (AI) is responsible for adding trillions of dollars in value to a handful of companies over the last few years. Nvidia, for example, briefly touched a $5 trillion market cap this year, thanks to its dominant position in the market for graphics processing units (GPUs). Four other companies sit firmly above the $2 trillion threshold as we approach the new year. 

But three AI stocks currently have similar market caps around $1.6 trillion as of this writing, and are vying to become the first new $2 trillion company of 2026: Meta Platforms (NASDAQ: META), Tesla (NASDAQ: TSLA), and Broadcom (NASDAQ: AVGO). Here’s my prediction for the next company to top the milestone, and it could come as soon as next year. 

Artificial intelligence is fueling all three

Meta, Tesla, and Broadcom have all seen their stock prices heavily influenced by advances in AI this year.

Meta stock climbed higher early in the year as its efforts to improve its recommendation algorithms bore fruit. Ad revenue climbed higher as time spent on its apps increased, and ads became more effective. However, the stock took a step back recently as management shared plans to increase its AI-related spending.

Tesla’s value is heavily tied to its robotaxi service and AI innovations. The stock received a boost over the summer when it launched its robotaxi pilot in Austin, Texas. Investors added to those gains on promising progress on the company’s next-generation AI chip for its vehicles.

Broadcom’s custom AI accelerator business has gained momentum in 2025, as the company signed big contracts with OpenAI and Anthropic, the latter of which is buying Alphabet‘s Broadcom-designed tensor processing units (TPUs). To that end, Alphabet and Broadcom are seeing excellent progress in shifting more developer workloads to TPUs, which offer greater energy efficiency and cost savings versus Nvidia’s GPUs.

Broadcom stock took a step back after its last earnings report, as many analysts were disappointed with management’s expectation that greater AI chip sales would come at a lower gross margin.

While all three of these stocks have a path to a $2 trillion valuation in 2026, I expect Meta Platforms to reach the milestone first. Here’s why.

AI-powered earnings growth at an attractive valuation

Even with its run rate of $200 billion in annual revenue, Meta is still growing its bottom line quickly. Adjusted earnings per share climbed 20% in the third quarter, and improvements in AI are the reason.

Meta has seen an increase in both ad impressions and price per ad for eight straight quarters. That indicates that it’s increasing user engagement and opening new places within its apps for advertising while making ads more effective.

Management attributes a shift in its recommendation algorithm to make it more general across formats as the primary reason users are spending more time on its apps. Meta has seen similar improvements by applying the same methodology to its advertising algorithm. In other words, bigger models have directly translated into more revenue.

That trend should continue in 2026, as Meta opens up more opportunities for advertising, including on Threads and WhatsApp. It could also begin monetizing Meta AI, its generative AI chatbot. The improvements in its algorithms over the last couple of years should enable it to ramp up advertising quickly without as much negative impact on its pricing as we’ve seen in the past.

The bigger opportunity for Meta in 2026, though, may be the expansion of its generative AI features. It’s reportedly working on an AI agent that can manage advertising campaigns for small businesses. CEO Mark Zuckerberg repeatedly talks about the opportunity to handle everything involved with creating, testing, and optimizing ad campaigns on its platform through an AI agent.

And chatbots specializing in sales and customer service for a company could open the door for more businesses to push Facebook and Instagram users to start messaging them through Meta’s chat apps.

With small- and medium-sized businesses accounting for the bulk of advertisers on Meta’s platform, these innovations have the potential to dramatically increase the amount they’re willing to spend on ads. If the overhead for these clients is much lower, they can increase their ad spending and scale up their businesses faster.

Those efforts should fuel another year of strong revenue growth. And while depreciation expense from the increase in AI-related capital expenditures could eat into earnings growth, Meta should be able to manage continued improvements in earnings per share with the help of share repurchases.

The stock trades for just 26 times forward earnings expectations, which is much lower than Broadcom’s multiple and less than one-tenth the multiple Tesla stock trades for. I expect Meta to fetch a higher earnings multiple as it proves its AI spending to be well worth it once again in 2026, pushing its valuation to $2 trillion. 

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post Prediction: This AI stock could be the first new $2 trillion company in 2026 appeared first on The Motley Fool Australia.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

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Adam Levy has positions in Alphabet and Meta Platforms. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Meta Platforms, Nvidia, and Tesla. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Broadcom. The Motley Fool Australia has recommended Alphabet, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Weebit Nano Ltd (ASX: WBT) shares are starting the week with a bang.

In morning trade, the ASX tech stock is up almost 16% to $5.69.

Why is this ASX tech stock rocketing 16%?

Investors have been bidding the semiconductor company’s shares higher today after it made a couple of big announcements.

The first announcement reveals that the ASX tech stock has licensed its resistive random access memory (ReRAM) technology to Texas Instruments Inc. (NASDAQ: TXN). It is a US$160 billion global semiconductor company that designs, manufactures and sells analog and embedded processing chips.

According to the release, under the terms of the agreement, Weebit’s ReRAM technology will be integrated into Texas Instruments’ advanced process nodes for embedded processing semiconductors. The agreement includes intellectual (IP) licensing, technology transfer, design, and qualification of Weebit ReRAM in its process technologies.

Weebit ReRAM is a low-power, cost-effective non-volatile memory (NVM) that has proven excellent retention at high temperatures and has been qualified for AEC-Q100 150°C operation.

Commenting on the news, the ASX tech stock’s CEO, Coby Hanoch, said:

TI is one of the world’s foremost integrated device manufacturers, producing tens of billions of chips every year. This agreement is another strong signal that the industry is moving towards ReRAM as the successor to flash memory in SoC designs. It also reinforces Weebit’s position as the leading independent provider of ReRAM technology.

The company warned that this license agreement is expected to be long-term but its economic materiality is not known at this time. It stated that it views this commercial agreement as strategically important given Texas Instruments’ position in the global semiconductor industry.

Production orders and royalty payments will only commence in the medium term, at Texas Instruments’ discretion.

Texas Instruments’ Senior Vice President of Embedded Processing, Amichai Ron, said:

We are excited to collaborate with Weebit Nano to integrate ReRAM memory technology into our process technologies and products. The TI and Weebit Nano collaboration will enable our customers to get access to industry-leading NVM technology in performance, scale, and reliability which will enable us to enhance our position as a leading embedded processors provider.

Revenue guidance

In a separate announcement, the ASX tech stock revealed its revenue expectations for FY 2026.

It notes that in its annual general meeting presentation in November, it had a revenue goal of up to $10 million.

Following the signing of recent agreements, Weebit Nano now has IP licensing agreements with four fabs, as well as agreements with several product companies.

Based on these agreements, Weebit is now able to scrap this goal and announce revenue guidance for FY 2026 of a minimum of $10 million.

The post Guess which ASX tech stock is rocketing 16% on huge news appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Texas Instruments. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The All Ordinaries Index (ASX: XAO) is up 0.1% today, with plenty of help from this surging ASX All Ords share.

The high-flying company in question is Metallium Ltd (ASX: MTM).

Shares in the precious metals recovery company closed on Wednesday trading for 94 cents apiece. In early morning trade on Monday, following the four-day Christmas holiday trading break, shares are trading for $1.02 apiece, up 8.5%.

This sees the Metallium share price up an eye-popping 343.5% over 12 months.

Here’s what’s grabbing ASX investor interest today.

ASX All Ords share surges on milestone achievement

The Metallium share price is leaping higher after the company announced it has commenced commissioning at its Texas Technology Campus (Gator Point).

This follows the successful and safe completion of the first chlorine flash using the ASX All Ords share’s proprietary Flash Joule Heating (FJH) technology. Metallium highlighted that this is “a major step” in de-risking its United States-based critical metals recovery platform.

Commissioning activities were reported to be progressing in parallel with ongoing construction works to support future expansion at Gator Point. Those activities include feedstock preparation and handling circuits; environmental control and gas-scrubbing systems; and process controls and safety systems.

The ASX All Ords shares said that commissioning is aligned with its staged ramp-up strategy toward Stage-1 nameplate capacity of 8,000 tonnes per annum (TPA) of inbound printed circuit board (PCB) E-waste.

The company is targeting Stage-1 throughput by the third quarter of calendar year 2026.

Those operations will be focused on the recovery of gold, copper, silver, and tin from PCB feedstocks. Advanced planning was also reported to be underway for a future gallium/germanium process line, which remains subject to Metallium securing the required feedstock supplies.

What did management say?

Commenting on the successful completion of the first chlorine flash that’s boosting the ASX All Ords share today, Metallium CEO Michael Walshe said, “It confirms that the core FJH process is operating as designed under real operating conditions and marks the formal start of commissioning at Gator Point, exactly as planned.”

Clearly pleased, Walshe added:

Having a three-crucible demonstration line already dry and wet commissioned gives us a powerful platform for ongoing R&D, feedstock qualification and partner engagement while we commission the wider plant. Securing our TCEQ Permit-by Rule provides a key regulatory milestone and enables us to advance commissioning with confidence.

In parallel, we are in advanced negotiations to secure long-term PCB feedstock supply arrangements to support Stage-1 operations. Securing high-quality, contracted feedstock is a critical pillar of our operating strategy as we scale toward 8,000 tonnes per annum of inbound PCB capacity.

The post Up 344% in a year, guess which ASX All Ords share is rocketing again today on big news appeared first on The Motley Fool Australia.

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Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.