Latest

Anthropic weighs in on Australian productivity debate

The Edition

Cook out

Market Wrap

ASX closes flat; HUB24 falls 9%

Relief Order

ACCC granted leave to intervene in Epic v Apple proceedings

‘Absolutely not’: Hubspot CEO Yamini Rangan unfazed by SaaSpocalypse fears

Deal Secured

Federal government invests in AIM Defence, SYPAQ Systems

Flat feelings

Consumer confidence holds steady: ANZ-Roy Morgan

Low Traffic

Atlas Arteria shares drop after flat Q3 toll revenue

Political Capital

Housing ambitions hit council workforce wall

Partnership Pact

TAL expands five-year partnership with Microsoft to boost AI capabilities

Market Open / Update

ASX edges down on doubts over second round of US-Iran peace talks

Asset advance

MA Financial posts 44% annual jump in assets under management

Canva farewells

Canva’s head of design departs a week after Canva AI 2.0 release

Strong Demand

Lynas Rare Earths Q3 sales revenue hits $265m

Production boost

Rio Tinto posts 7% rise in Q1 copper production

Funds Fall

Challenger tightens guidance as Middle East conflict delivers FUM hit

Chipping In

Amazon to put up to USD25b in Anthropic as Claude maker pledges USD100b on AWS

Positive Flows

Hub24 posts 9% lift in Q3 inflows to $4b

Market Open

Australian shares to edge higher despite Wall St dip as US-Iran ceasefire hangs by thread

Termus time

Apple shares edge lower as Cook steps aside and hardware chief Ternus named CEO

Standup

Trump says highly unlikely to extend US-Iran ceasefire

Protecht acquires AI-enabled tool VISO Trust in fight against SaaSpocalypse

‘I’ve never seen that in my life’: Big name fundies flock to Firmus’ IPO showcase

Ideas

Small business will decide whether AI delivers on productivity

AI Rivals

Google launches strike team to improve AI coding models: The Information

Biotech Buy

Eli Lilly to buy cancer biotech Kelonia Therapeutics for up to USD7b

Supply warning

Yancoal warns of diesel supply uncertainty post May, lower coal output

Le Link-up

Nuix completes acquisition of French AI platform Linkurious

Outgoing ASX CEO Helen Lofthouse leaves questions unanswered on tokenisation

The Edition

Reformation era

Data Deal

AirTrunk enters Indian data centre market by acquiring Lumina CloudInfra

Market Wrap

ASX ends flat as Viva Energy leads energy selloff, NAB sinks on credit impairment charge

Negative Outlook / Update

Worley shares fall after downgrading FY26 earnings guidance

Fire Fallout / Update

Viva Energy shares slump in the aftermath of fire incident

Ideas

The Australian company helping power the manosphere

Credit Crunch / Update

NAB shares fall after flagging $705m hit in credit impairment charges

May budget / Update

Underlying cash deficit to remain largely unchanged in May budget: ANZ

Digital world

ASIC unveils new digital assets reform roadmap

NextDC’s Craig Scroggie throws shade at Firmus, casts doubt on its build cost claims

Capital Gains

Banks confront the new AI threat