News zum Sektor Dienstleistungen aus Australien & Ozeanien

 

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....

Morgans has given its verdict on these shares following earnings season. The post Buy, hold, sell: Boss Energy, Magellan, and NextDC shares appeared first on The Motley Fool Australia....

IREN targets over $4B in ARR by December, but late-quarter capacity additions push most revenue gains into March 2027....

Is IREN's contracted AI demand, broader cloud model and lower price-to-sales multiple making it the stronger AI play versus Cipher's lease-focused approach?...

Shares of IREN (NASDAQ:IREN) are rising Monday afternoon after co-founder and co-CEO Daniel Roberts said the AI cloud operator's fiscal 2027 capital plan doesn't require a large equity raise. IREN stock is up 4% to $36.76 at midday, extending a run that had shares up 21% over the past month through Friday's close. This move […]...

AI infrastructure has entered the phase where the numbers are getting almost comically large. Data centers require billions of dollars, artificial intelligence companies need increasingly powerful GPUs, and investors are trying to determine which spending represents future revenue and which represents an expensive bet.  Those competing interests took on new importance after IREN's (NASDAQ:IREN) fiscal […]...

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Two AI infrastructure companies just reported earnings that look nothing alike, and the worse-looking quarter might belong to the better buy....

AI cloud revenue surged to $70.5M as company pivots from Bitcoin mining to GPU infrastructure....

A respected analyst just slapped a Street-high price target on a stock that cratered after reporting a $684 million loss, and the reasoning has Wall Street genuinely divided on whether this is the buying setup of the year or a value trap in disguise....