Information Technology
Macquarie Technology Secures $200M Government Investment as AI Data Centre Demand Surges
The race for AI dominance begins with data centres.
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Further Analysis & Commentary
ASX Pauses as Gold Strengthens Ahead of Key Inflation Data
The Australian market stalled on Tuesday as investors shifted from last week's rate-cut optimism to a more cautious, data-dependent stance.…
Chronosphere’s $5B Sale Shows Palo Alto’s Push to Own the Future of Cloud Security
Palo Alto Networks' acquisition of Chronosphere for more than $5 billion is not just another headline-grabbing software deal, it's a…
DroneShield’s Rise and Collapse Exposes the Fragility of Defence-Tech Hype
DroneShield's trajectory this year has been as dramatic as it has been instructive. The company surged into the ASX 200,…
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
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