Bubs Australia Ltd (ASX: BUB) shares have returned from their trading halt with a bang on Monday.

At the time of writing, the infant formula stock is up 40% to 14 cents, after trading as high as 14.5 cents earlier this morning.

That is quite a turnaround. Bubs shares were down around 27% in 2026 when trading was halted on Friday. After today’s jump, the stock is now slightly higher for the year.

So, what has sent Bubs shares flying today?

The wait is finally over

According to the release, Bubs has secured permanent regulatory authorisation from the US Food and Drug Administration (FDA).

The approval covers 3 infant formula products: Bubs Goat, Bubs 365 Day Grass Fed, and Bubs Essential.

It confirms that the products, manufacturing systems, and supporting scientific evidence meet US requirements around safety, nutritional adequacy, and quality.

It also makes Bubs the only Australian infant formula brand, and one of a limited number of international manufacturers, permanently authorised to supply the US market.

CEO Joe Coote called it a “transformational milestone” and said the approval gives Bubs a platform to accelerate its US growth strategy.

The decision could also support a broader product range and possible entry into the US private-label infant nutrition market.

Why this is such a big deal

The US is already Bubs’ biggest market.

US revenue rose 24% to $65.8 million in FY26, out of total group revenue of $111.9 million. Its products are also now sold in more than 10,000 stores across the country.

Until now, Bubs had been able to continue selling in the US while the FDA worked through its review.

That process is now complete, removing one of the biggest uncertainties hanging over the business.

With well over half of group revenue now coming from the US, securing permanent approval is a major step for the company.

The director buying is worth a look

There’s another detail here that stands out.

Bubs chair Paul Jensen bought 1.5 million shares across 31 August and 1 September, paying between 8.55 cents and 8.7 cents per share.

In total, he spent around $130,500 just days before today’s FDA announcement.

And Jensen has been buying Bubs shares for some time. He also bought 1 million shares across 3 on-market trades in March, after picking up another 630,890 shares across 2 trades last September.

At today’s 14-cent share price, his latest 1.5 million shares are worth around $210,000. That’s roughly $80,000 more than he paid.

But he wasn’t the only director buying last week. Pascal De Petrini bought 800,000 shares, while Lori Tauber Marcus purchased her first 100,000 shares at 9.5 cents each.

The post Bubs shares just rocketed 40%. Here’s the news investors were waiting for appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Teboneras 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.

Boresight Ltd (ASX: BST) shares traded more than 10% higher early on Monday after the company announced a repeat order from a major North American military contractor worth more than half a million dollars.

The purchase order is three times larger than previous orders from this customer, Boresight said, and consists of more than 340 BQ-400 swarming-capable aerial target drones, multiple ground control stations and an operator training course.

Drone warfare training the focus

Boresight, which listed on the ASX in June, supplies militaries and other customers with target drones for use in battlefield training.

The company said the new purchase was the large single order to date from a North American military.

Boresight Managing director Justin Olde said:

This repeat order is testament to the ongoing effectiveness of Boresight’s aerial target drones in providing cost-effective, reliable and repeatable mission counter drone training. We have a number of North American military customers however this particular client is a standard setting, training focused organisation that has broad influence over their entire military. They’ve looked at the available options and they keep coming back to Boresight. The ability to service this and other North American customers directly from our US facility means that our delivery lead times and costs are reduced, providing more responsiveness whilst driving down overheads. Support for this delivery will be provided from our Australian HQ where required, while we continue to ramp up operations at our expanded US facility.  

Delivery and payment is expected in the second quarter of FY27.

ASX listing designed to spur growth

Boresight, which was incorporated in 2020, raised $8 million ahead of its June listing on the ASX.

The company said its goal was, “to provide low-cost aerial drone targets to service western and allied militaries as they tackle how to respond to the rapidly changing battlespace”.

The company said further:

Military customers require a cost-effective and reliable way to evaluate counter drone technologies. Once these capabilities are deployed, they must develop effective tactics, techniques and procedures (TTP’s) for their use, and undertake continuous training to ensure that personnel are properly trained, and maintain those skills, throughout the life of the technology. To achieve this, customers require low-cost, disposable training drones (targets) – and lots of them. Boresight was created to meet that need.

Boresight said at the time it had sold more than 6,000 drones to customers globally since its launch and had offices in the US, the United Kingdom, and Australia.

Boresight shares were changing hands for 36 cents on Monday morning, up 14.3%.

The company is valued at $39.9 million.

The post Which ASX drone company is surging more than 10%? 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.

Investors continue to pour serious money into two of the ASX’s most popular Vanguard exchange-traded funds (ETFs).

The Vanguard Australian Shares Index ETF (ASX: VAS) and Vanguard MSCI International Shares ETF (ASX: VGS) now collectively oversee roughly $40 billion in funds under management.

For many Australian investors, the pair represents the foundation of a long-term portfolio. VAS provides broad exposure to the local market, while VGS looks beyond Australia’s borders to developed international markets, including the US.

But with markets shifting and returns differing across regions, are these Vanguard ETFs still worth buying in September?

VAS: The Australian market workhorse

VAS is designed to provide exposure to the 300 largest companies listed on the ASX, making it a straightforward way to own a slice of Australia’s corporate sector through a single investment.

The ETF has gained around 4% in 2026 and about 1% over the past 12 months. That’s hardly spectacular, but its appeal isn’t necessarily about chasing the strongest short-term returns.

Instead, VAS offers diversification across major Australian industries and a relatively attractive income stream. Commonwealth Bank of Australia (ASX: CBA) and BHP Group Ltd (ASX: BHP) are among its largest holdings, each accounting for more than 10%.

The fund’s dividend yield is around 3.7%, reflecting Australia’s traditionally strong dividend culture.

There is, however, a catch. This Vanguard ETF is heavily tilted towards financials and resources. That means investors are indirectly making a sizeable bet on Australia’s banks, commodity prices and domestic economy.

VGS: Taking the portfolio global

VGS tackles one of the biggest weaknesses of an Australia-only portfolio: concentration.

The Vanguard ETF invests across developed international markets, giving Australian investors exposure to hundreds of companies outside the local market. It has returned around 9% over the past year.

The US makes up a significant portion of the portfolio, with technology giants such as Apple Inc (NASDAQ: AAPL) and Nvidia Corp (NASDAQ: NVDA) among its largest holdings, each representing more than 5% at the time of writing.

That global exposure can help reduce reliance on Australia’s relatively small and concentrated share market. It also gives investors access to industries and businesses that have a much smaller presence on the ASX.

But VGS isn’t risk-free. International markets can experience sharp corrections, while geopolitical developments and movements in the Australian dollar can affect returns for local investors.

Are they still buys?

For long-term investors, there’s a strong case for both Vanguard ETFs.

VAS can provide domestic exposure and a healthy income stream, while VGS adds international diversification and greater exposure to global growth companies.

Rather than viewing them as competing ETFs, investors could see the two as complementary building blocks.

Neither is guaranteed to outperform from here. But for investors focused on building wealth over decades rather than months, the combination of broad diversification, established companies and relatively simple portfolio construction remains compelling.

The post Are these top Vanguard ETFs still a buy in September? appeared first on The Motley Fool Australia.

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Motley Fool contributor Marc Van Dinther has positions in BHP Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Apple and Nvidia. The Motley Fool Australia has recommended Apple, BHP Group, Nvidia, and Vanguard Msci Index International Shares ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.