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 could get a boost as companies lean on AI to write more code and look to simplify how they build, test, and secure software across different clouds. But a big shift in how it charges for new AI features, plus tougher competition from larger tech players, could mean higher usage doesn’t turn into the growth investors expect.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

Key Points: Sparc AI (CSE:SPAI) is tackling a growing global problem: drones and aircraft failing when GPS is jammed or spoofed, a problem already driving massive government losses globally. Its Overwatch platform is a software solution to the hardware problem, using AI and existing sensors making it highly scalable across fleets.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