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Yesterday
What we learnt: Coles is thumping Woolies. Does a price war loom?
It was a case of duopolies at war on Thursday, with Coles toppling Woolworths and Medibank Private revealing much better numbers than Ramsay Health Care.
This Month
What we learnt: Behind the massive share price moves on manic Monday
Investors were brutal in their earnings assessments, leaving nowhere for the disappointers to hide.
NextDC unveils $150m bonus plan to keep star executives
CEO Craig Scroggie is in line for a $112 million bonus if shares rise 124 per cent in five years, making him one of the ASX’s top earners.
January
What Australia’s tech leaders think of DeepSeek’s AI
Prominent technology chiefs offer their views on the sudden rise of DeepSeek: it’s a game changer, competition is good and expect more market gyrations.
DeepSeek dents outlook for AI-fuelled power boom
NextDC’s CEO says data centre power use will not fall after US energy stocks were smashed by expectations DeepSeek will pierce AI-fuelled electricity demand.
The wall of money heading for data centres has short-sellers excited
High-profile fund manager Jim Chanos says there’s too much exuberance about the sector and developers see only growing demand driven by artificial intelligence.
November 2024
Nuclear ban holds Australia back from data centre opportunity
Craig Scroggie says without a ‘logical conversation’ on nuclear, Australia may miss an opportunity to grab an outsized chunk of the booming data centre industry.
From one wheelbarrow and a ute to a $437m ASX listing
Symal Group founder Joe Bartolo started from humble beginnings in 2001 to build his construction group into a large enough player to float on the exchange this year.
October 2024
Big banks fund Macquarie Technology bid to cash in on AirTrunk effect
The funding agreement came as new research showed investment in data centres was expected to hit $26 billion by 2030 amid booming demand from technology giants.
September 2024
NextDC raises $750m for Asia land grab, racing AirTrunk
NextDC is cashing in on investors’ exuberance for data centres, raising $750 million to ride the euphoric mood set by its rival AirTrunk’s $24 billion deal.
UBS, Morgan Stanley on the ticket for NextDC’s $550m placement
Funds will be raised for the data centre operator at a fixed price of $17.15 per share, representing a 3.9 per cent discount to the last close.
Inside Project Amidala: AirTrunk’s $24b deal
Four years ago, Blackstone missed its chance to buy up the data centre giant. It wasn’t about to make the same mistake twice, even if it cost $24 billion.
Khuda sets $100b valuation target for AirTrunk’s next trick
Billionaire Robin Khuda has praised his own foresight in investing in data centres tailor-made for tech giants after creating a $24 billion business in less than a decade.
AirTrunk’s $23.5b AI pay day
Blackstone emerged as the winning bidder in the year’s biggest merger and acquisition deal, netting its founder Robin Khuda a $1 billion-plus payday.
Robin Khuda is the ringleader of this year’s biggest M&A deal
The founder of AirTrunk has cashed in on the inexorable rise in demand for processing power and built a vast fortune on the rise of cloud computing.
August 2024
No sweetener for NextDC in AirTrunk’s $20b auction
The CEO of data centre group NextDC, Craig Scroggie, doesn’t expect AirTrunk’s sale to influence the way his company is valued by the sharemarket.
July 2024
Roaring Keith! Ex-mining minister buys booming coal stocks
Australian mining stocks are ripping, and former LNP federal resources minister Keith Pitt has added three mines to his investment properties.
May 2024
Nuclear, data centres are in a sweet spot for investors
Analysts are scouring sharemarkets for ways to profit from the rush of money into the data centres that will support the rise of AI.
CEOs to Labor: Cut taxes and tech investment will ramp up
Dennison Hambling of security monitoring company IMG says Australia is five to 10 years behind other countries and a corporate tax rate cut would free up capital to make bolder investments.
Rich Lister entrepreneur’s final start-up will build underwater robots
Bevan Slattery is arguably Australia’s most successful tech entrepreneurs of the last 20 years. He thinks he has one more start-up in him, and has big plans for reviving coral reefs.