News zum Sektor Dienstleistungen aus Australien & Ozeanien

 

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Profit doubled. The shares halved. The post Brokers say SiteMinder shares can rise 90%. Is the sell-off overdone? appeared first on The Motley Fool Australia....

This tech stock could have plenty more upside from here. The post Megaport shares have surged 10% in a week to $18. I think they could hit $25 appeared first on The Motley Fool Australia....

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NEXTDC's AI ambitions face mounting capital demands. The post NEXTDC shares are falling despite $1.1 billion funding boost. Here's why appeared first on The Motley Fool Australia....

NEXTDC has raised $1.1 billion via convertible notes to support its ongoing data centre growth plans. The post NEXTDC secures $1.1bn in convertible notes for data centre growth appeared first on The Motley Fool Australia....

A record quarter, and a 30% fall. The post Life360 shares are 60% below broker targets. Here's why appeared first on The Motley Fool Australia....

Iren is leveraging its compute to capitalize on the booming demand for AI training and inference....

A former Bitcoin miner now holds billions in contracted AI cloud revenue and a direct NVIDIA investment commitment, but the path to capturing that upside runs through one of the most ambitious infrastructure buildouts in the sector's history....

Two AI infrastructure companies just reported earnings with the same tailwind behind them and completely opposite strategies in front of them, and only one of those playbooks survives a construction delay or a GPU slip....

NEXTDC launches a $1.1bn convertible note offer to fund its ongoing data centre expansion and strengthen its liquidity. The post NEXTDC launches $1.1bn convertible notes to fund data centre growth appeared first on The Motley Fool Australia....

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 […]...