Join our daily newsletter At The Bell to receive exclusive market insightsASX today – We may well end W51 without much of anything really changing, considering Australian shares are again heading for a very flat open. Right now, at time of writing, there’s barely even a point’s change in futures.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.It’s arguably impressive that Australian traders are keeping t ...

PresentationSuzanne EnnisHead of Investor Relations [Audio Gap] Asher Genoot, CEO of Hut 8. So today, Hut 8 announced 2 major announcements. We announced an AI infrastructure partnership with Anthropic and Fluidstack, where Hut will develop at least 245 megawatts of infrastructure and up to 2.3 gigawatts of AI data center infrastructure for Anthropic, one of the leading AI labs who will be leveraging Fluidstack's clusters. We also announced the signing of a 15-year 245-megawatt AI data center lease at our R ...

Core Viewpoint - The volatility in Oracle Corp.'s stock has led to significant movements in newly launched leveraged ETFs, highlighting investor reactions to funding concerns related to a major data center project [1][2][3]. Group 1: Stock Performance and ETF Reactions - Oracle shares fell 4.8% amid news of stalled funding talks for a $10 billion data center, leading to contrasting performances in its ETFs [1][2]. - The Direxion Daily ORCL Bear 1X ETF (ORCS) gained 4.7%, while the Direxion Daily ORCL Bull 2X ETF (ORCU) dropped 9.6% [2]. - Over the past month, Oracle's stock has declined 18.3%, despite an 8.2% year-to-date gain [3]. Group 2: Funding and Debt Concerns - Blue Owl Capital's withdrawal from backing Oracle's Michigan data center is attributed to concerns over Oracle's rising debt and AI infrastructure spending [3]. - Oracle disputes the report, stating that negotiations for the equity deal are progressing as planned [4]. - The company has disclosed $248 billion in lease obligations for data centers, a 148% increase since August, with net debt reaching $105 billion [7]. Group 3: ETF Inflows and Performance - ORCS has attracted $2.68 million in net flows over the past month, with a one-month return of nearly 17% [5]. - ORCU has seen stronger inflows of $24.71 million despite a nearly 33% decline over the past month, now managing $16.7 million in assets [6].

Tightening spreads is also proof that the outlook for bond fundamentals have improved. Some also view them as safer bets than government debt, giving them even more appeal as their risk premium is relatively low compared to previous years. More rate cuts are forecasted for 2026, which could bring further tightening in credit spreads for fixed income investors pondering whether they should opt for corporate bond options for added yield in lieu of or alongside Treasuries exposure. If so, Vanguard has four opt ...

I'll turn to you Mike for the last moments that we have. It's going to be an important one I guess at an important time just to figure out what the world's going on. Anytime you can hear from anybody related to this >> and you wonder what uh Micron or another one of these players in the food chain can say that kind of gives people confidence going out several quarters that it's not been double ordering and that in fact all the demand is going to be there.one of those days today where, you know, we're unable ...

Madison Square Garden Sports Corp. ( MSGS ) operates sports teams. The company is primarily known for its ownership of the New York Knicks in the NBA and of the New York Rangers in the NHL. MSGI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and u ...

Just when you thought the innovation ecosystem was absorbing bubble fears associated with artificial intelligence, the anxieties have come roaring back, taking down sector giants like Marvell Technology Inc (NASDAQ:MRVL) . From the start of September to the beginning of December, MRVL stock went on a remarkable run, gaining approximately 41%. Unfortunately, since the close of Dec. 3, MRVL has dropped by around 18%.What happened? To stay consistent with my prior analyses, no one truly knows the formulation o ...

Goldman Sachs Group has hired Brian Cayne, a co-founder of boutique tech investment bank Qatalyst Partners, as a global co-head of its software investment banking group, according to people familiar w... ...

The proposed $85 billion merger of Union Pacific and Norfolk Southern railroads has lost the support of two unions that represent more than half their workers over concerns it will jeopardize safety and jobs, raise shipping rates and consumer prices, and cause significant disruptions. But after months of meetings with Vena and other executives, the presidents of the Brotherhood of Locomotive Engineers and Trainmen and the Brotherhood of Maintenance of Way Employes Division unions—both affiliated with the Te ...

"Equifax patents protect the unique innovations created for the benefit of the customers and consumers we serve in 24 countries around the world," said Harald Schneider, Chief Data & Analytics Officer at Equifax. "We are focused on continuous innovation. Our growing suite of EFX.AI-powered solutions, made possible by the Equifax Cloudâ"¢ , our unique differentiated data, and our patented capabilities are driving higher-performing solutions and processes to help our customers get to the insights they need fa ...