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3 articles tagged Single Stock · clear filter

• NEXTDC: scaling Australia's AI infrastructure before the cash arrives

  Apr 26, 2026 | 13 minute read

  NXT.AXSingle Stock

  NEXTDC has 667 MW of contracted capacity against...

  

• Equinix: the neutral ground between every cloud

  Apr 25, 2026 | 8 minute read

  EQIXSingle Stock

  Equinix owns the buildings where cloud providers, carriers...

  

• Netflix: the price lever, the lost bid, and the defense

  Apr 23, 2026 | 7 minute read

  NFLXSingle Stock

  Netflix doubled its operating margin in three years...