Daily FNArena News

The market wanted an upgrade and fresh leasing announcements. Goodman Group’s Q3 update didn’t deliver. Analysts remain positive on the group’s expanding data centre pipeline, pricing power and long-term exposure to AI-driven demand

Enterprise software is undergoing its most significant reset in a generation. Franklin Equity believes investors who treat software as a uniform asset class will make costly mistakes

Overviews in raw numbers and calculations that might assist investors with assessing trends and currents that might not be apparent from daily volatility and movements

SaaS company TechnologyOne posted a slight revenue miss in its first half, but brokers shrug this off, focussing on the company’s AI software

A strategic simplification of Infratil’s corporate structure is paving the way for stronger growth from CDC and Longroad Energy’s renewables platform amid rising AI demand

Viewed as a key “picks and shovels” provider to Australia’s infrastructure build-out, Symal Group delivered several encouraging updates at its recent investor day

Alcidion is accelerating growth through UK contract wins, recurring revenue expansion and the acquisition of Kyra Patient Flow in A&NZ

A glance through the latest expert views and predictions about commodities. Expected growth in EV demand; impact on lithium prices; aluminium supply shock

Tony Sycamore, Market Analyst, IG shares his technical views on the Nasdaq, ASX200, gold and crude oil

Guzman y Gomez’s abrupt exit from Chicago ends a six-year US expansion push. The focus is now on stronger domestic growth and improving capital returns