data centres

Goodman doubles down on data centres with a $4B equity raise. Michael Wayne unpacks the risks, rewards, and what it means for investors.

The fundamentals for uranium appear strong, growing demand from nuclear power and AI versus limited scope for production increases.

Investors dumped their tech stocks overnight, with Nvidia down a staggering ~US$500 billion in market cap. Are local tech names in trouble?

Trump's presidency is driving transformative trends, creating lucrative opportunities for key industries and forward-thinking investors.

The latest Firetrail Equity Edge Podcast has just landed.

Data centres are shaping as crucial infrastructure for the AI boom, and there are several opportunities for Aussie investors to consider.

Citi believes there are several short and long term reasons to remain “tactically bullish” on uranium - and for a massive target prediction!

We knew the energy transition would add to demand, but AI and data centers will push the supply-gap wider in a perfect storm for copper

Large language models shrink, and become more useful

Megaport (ASX: MP1), a Brisbane-based business founded by Bevan Slattery in 2013, stands as an early pioneer in the provision of networking as a service, disrupting...

And that's not just over the year ahead...

In the following video, I join Macquarie Telecom Group (ASX: MAQ) chief executive, David Tudehope at the company's data centre in Macquarie Park to discuss the site...

Back in March, I wrote about WebCentral (ASX:WCG), the third-largest domain and hosting business in Australia. WCG had just been the subject of a complex bidding war,...

Macquarie Telecom (ASX:MAQ) is a leading Australian telecom and datacentre provider. Its datacentre business is booming as more and more organisations shift their...

When we started the Montgomery Small Companies Fund 12 months ago, data centre operator NEXTDC (ASX:NXT) was one of the first businesses we bought. On our analysis,...

Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government...

Back in October, we made the case that NEXTDC’s (ASX:NXT) material share price underperformance would be temporary and that there were catalysts ahead that would bring...

Technology was once a major competitive advantage for large companies, today that’s no longer the case, smaller companies can now compete on a level technology playing...

According to NextDC (NXT, $6.39) chief Craig Scroggie, in the next 18 months the world will create more data than that ever produced since mankind emerged from the...

When it comes to picking small caps, Australian investors are spoiled for choice with around 2,000 small caps listed on the ASX. Gary Rollo, Portfolio Manager of the...