This is what keeps Macquarie’s Viktor Shvets up at night
Trade wars. Real wars. Stanley Druckenmiller’s spat with Scott Bessent. Macquarie strategist Viktor Shvets says they all go to the biggest risk in markets.
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Trade wars. Real wars. Stanley Druckenmiller’s spat with Scott Bessent. Macquarie strategist Viktor Shvets says they all go to the biggest risk in markets.
Highlights Reporting season has put Macquarie Technology Group (ASX:MAQ) back into the Australian market conversation, with the full-year update offering a fresh test of network demand, recurring services and customer retention. Within the [All Ordinaries] backdrop, the more useful reading will come from how the business addresses subscriber quality, infrastructure utilisation, service mix and competitive intensity. The next useful checkpoint for Macquarie Technology Group is whether its latest...
Highlights For Australian equities, What Macquarie Technology Group (ASX:MAQ) brings a company-specific lens to a market still sorting through reporting-season signals. The [All Ordinaries] context matters, but the more useful reading will come from how the business addresses customer concentration, recurring work, data quality and operating discipline. The next useful checkpoint for What Macquarie Technology is whether its latest disclosure adds clearer evidence on execution, operating discipl...
KPMG faces another round of job cuts after Macquarie dumped the firm from the most lucrative audit contract in Australia.
Macquarie Technology (ASX:MAQ) in Spotlight as Investors Track AI Infrastructure and Cyber Growth Kalkine
Macquarie Technology (ASX:MAQ): Cloud and Data Centre Growth Keeps the Stock in Demand kalkine.com.au
Macquarie Technology Group (ASX:MAQ): Why Is Stock On Investor Radar? kalkine.com.au
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Highlights Macquarie Technology is attracting attention as sovereign cloud demand and artificial intelligence workloads increase the importance of secure local infrastructure. Data-centre utilisation, cyber resilience and capacity execution are becoming more important than broad enthusiasm around artificial intelligence. Funding discipline and customer demand remain central as the company expands capital-intensive digital infrastructure. Macquarie Technology remains in focus as sovereign ...
Highlights Macquarie Technology Group remains in focus as demand for data centres and cloud infrastructure continues evolving. Capacity expansion, customer contracts and funding discipline are shaping the company's market narrative. Technology sector discussions are increasingly centred on execution, recurring revenue and operational resilience. Macquarie Technology Group remains central to Australia's technology discussion as cloud services,...
Macquarie Technology Group (ASX:MAQ): Should You Keep This Stock on Radar? Kalkine
Why Macquarie Technology Group's (ASX:MAQ) Pullback Is Worth Watching Kalkine
Highlights Macquarie Technology Group (ASX:MAQ) is nearing the launch of its flagship IC3 Super West data centre in Sydney. The company has secured major support through a National Reconstruction Fund Corporation investment. Government relationships and AI infrastructure exposure are strengthening MAQ's position within Australia's technology sector. Macquarie Technology Group is gaining attention as a sovereign AI infrastructure provider, combining government-backed support, strong public-sec...
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