News zum Sektor Dienstleistungen aus Australien & Ozeanien

 

Company realigns its Australian operations following the loss of subcontracted scopes of work while continuing to pursue opportunities under broader Austal collaboration and commercialization of ac......

Contracted capacity tripled. The shares fell anyway. The post NextDC shares have fallen 14% in a month. Is the AI data centre boom over? appeared first on The Motley Fool Australia....

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Grid interconnection is emerging as the scarcest input in the AI compute buildout, and IREN Limited (NASDAQ:IREN) landed a headline Texas milestone this morning. The company said its Sweetwater Hub cleared a key early step in the state's queue for very large power users, a permitting checkpoint the AI infrastructure trade cares about deeply. The […]...

Find insight on Gamuda, Megaport, Soitec and more in the latest Market Talks covering Technology, Media and Telecom....

A top Wall Street analyst is standing behind a bold price target on IREN while the stock sits deep in the red, and the gap between where shares trade today and where the bulls say they belong tells a story worth understanding before the next earnings catalyst hits....

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One divides brokers, one divides everyone else. The post Xero and Megaport: 2 ASX tech shares the market can't agree on appeared first on The Motley Fool Australia....

$25 Million Per Megawatt Changes the IREN Math The consequential number in IREN (NASDAQ:IREN)'s Q4 FY26 report sits outside the income statement. It is approximately $25 million per megawatt of IT load, the price CEO Daniel Roberts said is showing up “consistently across live conversations with customers at the moment.” That is the run rate […]...

Let's check out some new ratings on ASX shares today. The post Buy, hold, sell: Megaport, Xero, AMP shares appeared first on The Motley Fool Australia....

Applied Digital's revenue has doubled in two quarters, while IREN's has fallen 43% from its peak — a widening gap that reshapes the competitive picture....

Applied Digital trades at a lower valuation multiple, but IREN's transition to AI services comes with lower leverage, a key tradeoff for growth investors....

The company now has more than 100 million users, and I think the recent share price fall deserves a closer look. The post Down 55%: Should I buy Life360 shares in September? appeared first on The Motley Fool Australia....

Cloud and AI infrastructure names are pushing higher midday Friday against a softer broad tape. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.4% to $769.81, while the Invesco QQQ Trust (NASDAQ:QQQ) is down 0.1% to $717.34. Capital continues to flow into specific corners of the AI buildout. IREN (NASDAQ:IREN) stock is up 4% […]...

Bitcoin miners turned data center operators are surging today, but the rally reveals a strange disconnect: these stocks still chase the coin even as billion-dollar AI lease deals rewrite what these companies actually are....

Brokers retained a positive view on CSL, BHP, Flight Centre, NextDC, and other shares post-results. The post 11 ASX 200 shares with reaffirmed buy ratings post-results appeared first on The Motley Fool Australia....

IREN's Bitcoin mining exit accelerates as AI Cloud scales rapidly, but revenue timing, heavy capital spending and GPU delivery remain key tests....

IREN plans $25B-$30B in CapEx for its AI cloud expansion, backed by $14B in existing funding and a push for more GPU financing and prepayments....

Rising Treasury yields are carving through Bitcoin mining and AI infrastructure stocks Tuesday, but the real story is what a single basis point shift in long-term rates actually costs a company running a $25 billion capex pipeline....

It could be time to buy the dip on Megaport shares. The post This broker is tipping 33% upside for Megaport shares appeared first on The Motley Fool Australia....