Australia Últimas notícias

Savita Subramanian, head of US equity and quantitative strategy at BofA Securities, says it seems that the idea that mega-cap tech stocks will continue to lead markets to new highs "is no longer the case."

Lisa Shalett, CIO at Morgan Stanley Wealth Management, sees a changing market narrative around capex spending by mega-cap tech companies ahead of earnings this week Microsoft, Apple, and others.

Nvidia is in discussions to provide a financing guarantee to help OpenAI lease a $500 billion, 10-gigawatt hub that SoftBank Group is overseeing in Ohio, people familiar with the matter said. Peter Elstrom reports on Bloomberg Television.

Plurimi Wealth CIO Patrick Armstrong discusses market moves as oil prices dropped after the US paused almost two weeks of daily strikes against Iran. "Even if we do get a relatively open Strait of Hormuz, it is going to be a restocking phase that'll support oil prices," Armstrong tells Bloomberg Television. He adds that oil around $90 a barrel is "a headwind for growth but not terribly so," but should prices go higher, it puts central banks in a "very difficult position."

AstraZeneca Chief Financial Officer Aradhana Sarin says the company is "very much on track" to reach its $80 billion sales target by 2030. "From a pharma standpoint, we are probably one of the most diversified from a product and pipeline, as well as probably the most diversified geographically," Sarin says. She speaks on Bloomberg Television as the company reported higher-than-expected profit, buoyed by blockbuster cancer medicines.

Affinity Funds Management and Yindjibarndi Water agreed to acquire the $1.1B Dampier desal plant from Rio Tinto (ASX:RIO) and the WA Government

Anna Edwards, Guy Johnson and Skylar Montgomery Koning break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

1414 Degrees (ASX:14D) signs a heads of agreement with an Australian operator to develop up to 1 GW of AI data centre infrastructure in South Australia.

Anax Metals (ASX:ANX) has commenced front-end engineering design work for its 80%-owned Whim Creek Copper Project.

AI is changing the game for regional consulting amid geopolitical uncertainty and rising competition between major economies. Tamer Charife, Technology and Transformation Growth Leader at Deloitte Middle East spoke to Bloomberg's Abeer Abu Omar on Horizons Middle East and Africa on the data center investments & AI push in the region.

Cue Energy Resources (ASX:CUE) has commenced drilling the PV14 appraisal well in the Northern Territory.

Brown University Professor of Practice, Yamini Aiyar, argues that the Indian Education Minister's resignation might not be enough to calm youth anger. Aiyar says the protests exposed a deeper crisis facing India's youth. She spoke with Paul Allen on Bloomberg's Insight with Haslinda Amin.