Materials & Mining
Why data centres are becoming the ASX’s new growth engine
The ASX's hottest trade is no longer miners, it is AI infrastructure
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Further Analysis & Commentary
China Halts BHP Iron-Ore Cargoes: What It Means for ASX Miners
China Pulls the Plug on BHP Cargoes China bans BHP iron ore cargoes in a pricing dispute as Bloomberg (via…
Fortescue Metals Group (ASX: FMG): Signals of a Transformative Phase
Stock Summary: Rationale & Analysis: Fortescue Metals Group is undergoing a significant transformation, moving beyond its traditional iron ore mining…
Australia’s Regulatory Overhaul: A Turning Point for M&A Activity Amidst Telecom Crisis
In a week marked by significant developments, Australia’s business landscape has been reshaped by a series of events that underscore…
InfraBuild’s $600 Million Refined Strategy: Steel Expansion Amidst Financial Overhaul
InfraBuild, the steel manufacturing arm of Sanjeev Gupta’s GFG Alliance, has unveiled plans to expand its Melbourne and Sydney steel…
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