From chip demand to geopolitics, there are plenty of risks lurking that could bring Big Tech’s extraordinary run to a halt.
From hyperscalers to AI labs, demand for data centres is exploding. GMG and NXT are Australia’s best exposure to the trend.
Volatility aside, CargoWise momentum and the recent E2open acquisition could set up a stronger future for WiseTech.
Even the “safe and boring” grocers aren’t immune from results season volatility – Coles up 11%, Woolworths down 13%.
A disappointing set of numbers and a CEO departure saw Monash IVF slump 18%, with industry headwinds adding to the pain.
A 147% profit jump and record transaction growth sent ZIP shares soaring 22% as the company eyes a Nasdaq dual listing.
NWL and GMG both reported this week, with strong growth numbers, sector tailwinds, and a few surprises for investors.
BHP’s dividend hit an eight-year low, yet the share price rose. What matters now is where iron ore, coal and copper go next.
Every unimaginative 20-stock portfolio held CSL for its growth. A 12% plunge and restructure shows that story has changed.
Suncorp, Origin and Pro Medicus posted results that kept sentiment strong and share prices moving higher.