Macquarie’s latest results show a broad-based lift across all its major divisions, with much of its income coming from outside Australia, which can help soften bumps in the local economy. The key question is whether steadier parts of the business can keep offsetting the more unpredictable swings in markets, commodities, and one-off asset sales.Read more

Key Takeaways Giftify (GIFT) is building an incentives and rewards platform anchored by CardCash, the nation’s leading secondary gift card marketplace, processing over $154 million in annual transaction volume. The global gift card market is projected at $680 billion in 2026, growing to $1,259 billion by 2031.Read more

GitLab is betting that the rush to build software with AI pushes teams to run more work through its all-in-one platform—and that new AI features become the glue companies rely on to ship safely. The big question is whether customers embrace its new pay-for-usage approach before larger cloud and AI players crowd it out.Read more

Microsoft is spending heavily to build out the computing power behind its AI push, and the market is treating that like a problem even though the core business stays strong. If that spending starts paying off, investors could get a rare chance to buy a high-quality tech giant when sentiment is unusually cautious.Read more

Military and civilian drones can get lost or taken down when GPS is jammed, and Sparc AI says its software can keep them on course using the sensors they already have. Early trials with defence-linked groups and a push into the U.S. market set up a near-term test: can the tech prove itself in the field and turn pilots into wider rollouts?Read more

Microsoft looks less like a one-off tech bet and more like a long-term business built around tools and cloud services that companies rely on every day, with newer AI features becoming part of that bundle. The big question is whether its heavy spending to meet AI demand keeps paying off, or starts to drag on returns as competition and regulation heat up.Read more

Nvidia’s next chapter depends on whether data centers keep racing to build more AI capacity—and whether Nvidia can stay the default choice for the chips and software that run it. The big question is what happens if rivals catch up, customers slow spending, or politics and power constraints make it harder to expand data centers.Read more