Michael Hill International (ASX:MHJ) has delivered record FY26 results, marking a significant step forward in its turnaround and returning the business to growth across Australia, New Zealand and Canada. Under new leadership, the company has simplified its strategy, sharpened its focus on its core brands and strengthened retail execution, driving stronger sales momentum, improved profitability and the restoration of dividends. Bevilles has also returned to growth. CEO Jonathan Waecker joins The Stock Network`s @LelSmits to discuss the turnaround, customer strategy and next phase of growth.

💎 A turnaround gaining momentum
🛍️ Making jewellery more relevant to customers
💍 Building the next phase of growth

How much money can you make selling AI chips? Nvidia (NASDAQ:NVDA) just reported revenue of USD $96.2 billion for the June quarter, more than double what it made in the same quarter last year. Almost all of that revenue came from data centres, generating USD $89 billion. For the next quarter, Nvidia expects revenue to hit USD $108 billion.

But, here is the detail that got buried, that forecast assumes nothing from China. Not because the US won’t allow it - Nvidia says it has the licences, but China is restricting the sales. So Nvidia’s growth is happening while it remains effectively locked out of the world`s second-largest economy.

#AI #tech #investing #stocks #China

What happens when a company gets a second shot at going public? For Koala Company (ASX:KOA) it`s going pretty well. The Aussie furniture brand postponed its first IPO last year, when trade tensions threatened its US expansion, but listed on the ASX in March this year, and just dropped its first full-year results as a public company.

Koala beat the earnings forecast in its own prospectus, which matters more than it sounds, because plenty of new listings miss their own targets, and also saw strong results in the US. IPOs are important because they keep the market alive, even if takes two, or more attempts.

#money #ASX #IPO #investing #stocks

Metals Australia (ASX:MLS) is progressing a diverse portfolio of critical and strategic mineral projects across Australia and Canada, with new exploration and development opportunities emerging alongside its flagship Lac Carheil Graphite Project. CEO Paul Ferguson joins The Stock Network’s Lel Smits to discuss the company’s expanding exploration pipeline, the emerging Manindi Vanadium-Titanium-Magnetite opportunity and the key milestones ahead across its portfolio.

🪓 Expanding the exploration pipeline
🛘 Manindi VTM opportunity
⚒️ From exploration to development

Mesoblast (ASX:MSB, Nasdaq:MESO) has delivered a strong FY2026 result, with Ryoncil® driving a major lift in revenue and the company moving closer to a sustainable commercial model. At the same time, cash discipline has improved while Mesoblast continues to invest in its pipeline and next phase of growth. With Ryoncil® gaining traction, plans to expand into the adult market and its Phase 3 chronic low back pain trial complete, Mesoblast is entering its next stage of growth. Mesoblast CEO and Managing Director Dr Silviu Itescu joins Lel Smits from The Stock Network to discuss the results, Ryoncil® growth and key catalysts ahead.

🚀 FY26 Financial results highlights
💉 Ryoncil®: building commercial momentum
🧬 Unlocking the adult market
⚕️ The next big catalyst

Noxopharm (ASX:NOX) has generated new preclinical data showing its Sofra™ technology can activate immune cells in response to dying cancer cells. The study found that dying cancer cells alone did not trigger an immune response, but combining them with Noxopharm’s TLR8-amplifying oligonucleotide drug produced a strong immune activation, reaching seven times the untreated level. The result strengthens the case for using Sofra™ alongside treatments such as chemotherapy and radiotherapy, while moving Noxopharm’s oncology program closer to in vivo proof-of-concept studies. CEO Olivier Laczka speaks with The Stock Network`s Lel Smits about activating immune cells against dying cancer cells, producing a substantial immune response, complementing chemotherapy, radiotherapy, checkpoint inhibitors and mRNA vaccines, and moving Sofra™ towards in vivo studies.

🧬 Activating immune cells against dying cancer cells
🛡️Delivering a seven-fold immune response
⚕️ Moving Sofra™ towards in vivo studies

As AI and computing reshape how investors access, analyse and act on information, the human edge remains critical to long-term investing. Teaminvest Private Group (ASX) owns the Teaminvest investing platform, bringing together self-directed investors who collectively deploy more than $3 billion into equities. Ahead of presenting at the Australian Shareholders’ Association Investor Summit - Future fortunes, human edge, investing in the age of AI - Head of Funds Management and Education, Sanjee Narendran, joins Lel Smits from The Stock Network to discuss the human edge in investing as AI continues to transform markets.

🧠 The human edge in an AI world
📈 Beyond the data: judgement, patience and discipline

Australian Shareholders’ Association Investor Summit
🗓 Mon 14 - Tue 15 September 2026
📍 The Langham Hotel, Gold Coast

49 Metals (ASX:49M) has completed its maiden drilling program at Gold Mountain in Nevada, with all 22 holes returning gold and/or silver mineralisation. The latest results include the project’s thickest gold intersection to date, 170.7m at 0.9g/t gold, alongside high-grade zones including 10.7m at 8.4g/t and 3.0m at 20.0g/t. With the Adit Zone remaining open in all directions, CEO Phil Carter joins The Stock Network’s Lel Smits to discuss the results and plans to unlock Gold Mountain’s scale.

🇺🇲 Unlocking Gold Mountain’s scale in Nevada, U.S.A.
⛏️ Extending the high-grade corridor
🔩 Building the next drilling campaign