Core Viewpoint - Genius Group Limited has appointed DLA Piper as an advisor for its application for a dual listing on the Australian Securities Exchange (ASX) to enhance shareholder value and accessibility [1][5]. Group 1: Dual Listing Process - The Board of Directors approved the pursuit of a dual listing on August 8, 2025, focusing on enhancing shareholder value and accessibility [2]. - The Company has shortlisted three potential exchanges: ASX, KRX (South Korea), and HKEX (Hong Kong), ultimately selecting ASX as the preferred venue [3][4]. - DLA Piper will prepare and lodge an In Principle Advice Application with ASX within the next 45 days, with the dual listing process expected to take approximately four months, pending ASX approval [5][6]. Group 2: ASX Advantages - ASX provides a streamlined pathway for NYSE Amex listed companies to access a deep Asia-Pacific investor base while maintaining their primary U.S. listing [3]. - The ASX framework allows for trading through CHESS Depositary Interests (CDIs), enabling local investors to trade economic interests in GNS shares registered in the U.S. [4]. - ASX has over 2,000 listed entities and a daily trading volume exceeding US$3 billion, making it an ideal exchange for an international education company like Genius Group [7]. Group 3: Company Overview - Genius Group is a Bitcoin-first business offering AI-powered education and acceleration solutions, serving 6 million users across over 100 countries [8]. - The Company focuses on personalized, entrepreneurial AI pathways that integrate human talent with AI skills and solutions at various levels, including individual, enterprise, and government [8].

Group 1: Semiconductor Industry Overview - The semiconductor industry is expected to benefit from recent developments, including U.S. government policies that balance trade with China while restricting access to advanced technology [3][4] - Semiconductor stocks have gained significantly from the AI boom since 2022, although they remain vulnerable to the ongoing U.S.-China AI trade tensions [5] Group 2: Investment Opportunities in Semiconductor Stocks - A screening of semiconductor companies with a market cap of at least $2 billion identified the 10 most undervalued stocks, focusing on those trading at least 25% below the NASDAQ forward P/E ratio of 26.35 [2] - ON Semiconductor Corporation (NASDAQ:ON) has a potential upside of 3.63% and is extending its partnership with FORVIA HELLA to enhance automotive applications [6][8] - Synaptics Incorporated (NASDAQ:SYNA) shows a potential upside of 6.9%, with a strong growth outlook driven by its Core IoT portfolio, which grew 74% YoY [11][13] - Qualcomm Inc. (NASDAQ:QCOM) has a potential upside of 8.39% and is expanding into the data center market following its acquisition of Alphawave Semi [16][18] - Skyworks Solutions, Inc. (NASDAQ:SWKS) has a potential upside of 9.89%, but faces regulatory risks due to its merger with Qorvo [20][22] - NXP Semiconductors NV (NASDAQ:NXPI) has a potential upside of 15.33% despite plans to exit the radio power market due to lack of ROI [24][25] - Cirrus Logic Inc (NASDAQ:CRUS) has a potential upside of 19.66% as it expands into the automotive market with new product launches [26][27] - Micron Technology Inc. (NASDAQ:MU) has a significant potential upside of 20.42%, with analysts predicting strong demand for DRAM and NAND products [30] - ASE Technology Holding Co. (NYSE:ASX) reported stable revenue growth, with a potential upside of 20.85% [32][34] - Photronics Inc. (NASDAQ:PLAB) has a potential upside of 26.6% following strong earnings and analyst upgrades [36] - Silicon Motion Technology Corp. (NASDAQ:SIMO) has a potential upside of 41.89%, driven by its new power-efficient SSD controller [37]

Core Viewpoint - Queensland and New South Wales gaming authorities have approved a US-led rescue package for Star Entertainment Group, allowing Bally's Corporation and Investment Holdings to convert their $300 million debt into equity, significantly increasing their ownership stake in the company [1][5][10]. Regulatory Approvals - Queensland Attorney-General Deb Frecklington announced the necessary regulatory approvals for Bally's and Investment Holdings, confirming their suitability following an investigation by the Office of Liquor and Gaming Regulation [2][4]. - The NSW Independent Casino Commission (NICC) also granted approvals for Bally's to become a substantial shareholder of The Star, indicating that Bally's and its associated entities passed a rigorous assessment [5][7]. Financial Implications - The approvals will enable Bally's and Investment Holdings to convert their $300 million investment into equity, allowing them to have significant influence over The Star's casino operations in Queensland [5][8]. - Star Entertainment Group will also be able to nominate new members to its board as part of this deal, which is seen as a critical step towards financial stability [10][11]. Future Outlook - NICC chief commissioner Philip Crawford expressed anticipation that Bally's and Investment Holdings would soon proceed with their financial and operational commitments regarding The Star [8]. - Star's chair Anne Ward emphasized the importance of these regulatory approvals for the company's progress towards returning to suitability and achieving financial stability [10].

Core Insights - Taiwan Semiconductor Manufacturing Company Limited (TSM) has gained significant attention following the construction of its first advanced semiconductor factory in the United States, located in Phoenix, Arizona [1] Company Overview - TSM is recognized as a high-octane stock, reflecting its pivotal role in the semiconductor industry and its strategic expansion into the U.S. market [1] Industry Context - The company operates within the technology sector, specifically focusing on semiconductor manufacturing, which is crucial as the world transitions towards more advanced technologies [1]

Core Viewpoint - Rheinmetall expects significant sales growth, projecting revenues to reach approximately 50 billion euros ($58 billion) by 2030, driven by increased demand for defense systems amid geopolitical tensions and the ongoing war in Ukraine [1][2]. Group 1: Sales and Financial Projections - The company forecasts sales to quintuple from about 10 billion euros in 2024 to around 50 billion euros by 2030 [1]. - Rheinmetall anticipates an expansion of its operating margin to about 20%, up from 15.2% in 2024 [1]. - Revenue has nearly doubled over the past three years, with shares rising approximately 190% so far this year [3]. Group 2: Market Context and Demand - The rise in Rheinmetall's shares by 3.4% to 1,782 euros reflects strong performance compared to the broader German blue-chip DAX index, which was mostly negative [2]. - The company benefits from increased defense spending in Europe, particularly following Russia's invasion of Ukraine [2]. - NATO allies have committed to raising defense spending to 5% of GDP by 2035, up from a previous target of 2% [2]. Group 3: Organizational Changes - Rheinmetall announced a reorganization of its units, including the establishment of a new naval unit expected to generate 5 billion euros in sales by 2030 [3]. - The CEO, Armin Papperger, expressed hopes for the new naval unit to be operational by January [3].

Market Performance - On November 7, 2025, the Australian stock market experienced a decline, with all major indices ending in negative territory. The S&P/ASX 200 fell to 8,769.70 from 8,828.30, a decrease of 0.7% [1][6] - The S&P/ASX 20 also dropped to 4,863.80 from 4,900.00, marking a 0.7% decline [1][6] - Broader indices such as the S&P/ASX 50 and S&P/ASX 100 saw declines of 0.6%, closing at 8,451.90 and 7,308.00 respectively [6] Futures Market - The S&P/ASX 200 futures for December 2025 declined by 0.62%, trading at 8,788.5, down 54.5 points [2][6] Top Gainers - AUB Group Limited (AUB) led the gainers, increasing by $2.30 or 6.285% to close at $38.890 [4][6] - ASX Limited (ASX) rose by $2.17, representing a 3.773% increase to $59.680 [4][6] - News Corporation (NWS) gained $1.36 or 3.022%, finishing at $46.350 [4][6] - GPT Group (GPT) added $0.16, lifting its share price by 2.996% to $5.500 [4][6] - Lynas Rare Earths Limited (LYC) rounded out the top five performers, up $0.38 or 2.891% to $13.520 [4][6] Top Decliners - Block, Inc. (XYZ) recorded the steepest decline, tumbling $17.79 or 15.756% to $95.120 [5][6] - Zip Co Limited (ZIP) dropped $0.24, a 6.649% decline to $3.370 [5][6] - Qantas Airways Limited (QAN) lost $0.67, down 6.582% to $9.510 [5][6] - Domino's Pizza Enterprises Limited (DMP) slipped $1.17 or 5.839% to close at $18.870 [5][6] - Macquarie Group Limited (MQG) fell $12.48, a 5.745% decrease to $204.770 [5][6]

Core Insights - Stardust Power Inc. has signed a Letter of Intent with Mandrake Resources Limited to secure 7,500 metric tons per annum of lithium carbonate equivalent from Mandrake's Utah Lithium Project, enhancing its supply chain for battery-grade lithium carbonate [1][5] - The agreement is non-binding and covers a twelve-year term with an optional six-year extension, potentially providing up to 18 years of supply [5] - The Utah Lithium Project is strategically located in a region known for lithium-rich brines, with an Inferred Resource of 3.3 million tonnes of lithium carbonate equivalent [6][9] Company Strategy - The partnership with Mandrake aligns with Stardust Power's vision for a fully integrated American lithium supply chain, leveraging the project's scale and existing infrastructure [3][4] - The geographic advantage of the Utah project allows for efficient sourcing from multiple suppliers, reinforcing Stardust Power's role as a critical hub for domestic lithium supply [4][6] - The agreement enhances financing options and reduces development risk, demonstrating progress toward full-scale operations at the Muskogee site [5] Market Context - The Utah project benefits from regulatory stability and federal support for domestic critical minerals development, making it a compelling jurisdiction for lithium growth [3][9] - The partnership aims to support the growing North American electric vehicle and energy storage markets by ensuring a reliable supply of battery-grade materials [7][8]

Core Viewpoint - ASE Technology Holding Co., Ltd. (NYSE:ASX) has shown significant performance improvement, with a 23.3% increase in stock value week-on-week, driven by better-than-expected earnings for Q3 [1][3]. Financial Performance - The net income attributable to shareholders increased by 11.7%, reaching NT$10.87 billion compared to NT$9.73 billion in the same period last year [2]. - Net revenues grew by 5.2% year-on-year, amounting to NT$168.5 billion, with packaging operations contributing 47%, EMS operations 41%, testing operations 11%, and other segments 1% [3]. - For the full year, ASE Technology expects to exceed its revenue target of $1.6 billion from assembly and testing services, projecting a 20% year-on-year growth [4]. Future Outlook - The company anticipates a 1-2% revenue growth for Q4, with gross margins expected to increase by 70 to 100 basis points [3]. - ASE Technology plans to increase its full-year capital expenditures (CAPEX) by several hundred million US dollars to support business momentum and customer demands, particularly in wafer probing for AI and non-AI chips [5].

Core Viewpoint - Lexston Mining Corporation has entered into a Marketing Consulting Services Agreement with Spark Newswire Inc. to enhance investor engagement and market awareness, with a budget of CAD 100,000 [1][3]. Group 1: Company Overview - Lexston Mining Corporation is a Canadian mineral exploration company focused on acquiring and developing mineral projects to enhance stakeholder value [6]. - The company has a mineral exploration project located in British Columbia, Canada [6]. Group 2: Agreement Details - The agreement with Spark Newswire does not involve any compensation in securities of Lexston Mining Corporation [1]. - Spark Newswire is an independent party and does not own any securities of Lexston [1]. Group 3: Spark Newswire's Role - Spark Newswire is selective in its client partnerships, working only with organizations that have a strong reputation for quality and credibility [2]. - The goal of Spark Newswire is to integrate with its clients' values and assist in building shareholder and brand equity [2][4]. - Spark Newswire aims to help Lexston Mining Corporation share its story across capital markets and increase investor engagement [4]. Group 4: Previous Agreements - Lexston Mining Corporation has decided not to proceed with a previously announced Digital Marketing Agreement with Danayi Capital Corp. [5].

Core Insights - The automaker's net profit has decreased by 33% compared to the previous year, indicating significant challenges in its strategy to be recognized for high-quality electric vehicles (EVs) rather than competing on low-cost offerings [1] Financial Performance - The net profit decline of 33% highlights the financial difficulties faced by the company as it transitions its brand perception in the EV market [1] Strategic Challenges - The company is struggling to shift its market positioning from low-cost EVs to a focus on high-quality products, which is essential for long-term sustainability and competitiveness in the automotive industry [1]