Southern Cross Electrical Engineering is increasingly positioned as a leveraged beneficiary of Australia’s digital infrastructure buildout, rather than just a traditional electrical contractor. The company sits downstream of powerful structural drivers—AI workloads, cloud migration, enterprise digitalisation, and data sovereignty requirements—all of which are driving sustained demand for data centre capacity.Read more

A snack-and-soda giant tries to reinvent itself as more people look for healthier drinks and rethink what they buy. New brands like prebiotic soda, sparkling water, and energy drinks could help, but there’s a real chance they only make up for slowing demand in the old favorites.Read more

I am NOT an expert. The only point I make is that all of the recent price targets published were PRIOR to the earnings announcements, many of which put a $300 price target, before the blowout earnings numbers were known.Read more

Amazon is taking a hit to today’s profits on purpose as it pours money into AI data centers, chips, and automation it expects to power the next wave of growth. The bet is that cloud services and ads keep gaining momentum while the retail business gets more efficient, setting the stage for profits to start climbing again by late 2026.Read more

Commonwealth Bank’s strong brand and popular digital app face a tougher test as fintech rivals and new deposit options make it easier for customers to switch and hunt for better deals. See why rising tech and compliance costs, plus heavy exposure to the housing market, could put pressure on profits even if the bank stays a leader.Read more