A delay to power upgrades at a Melbourne site sent NextDC shares tumbling and prompted a sharp cut to its revenue guidance. SBS Finance Editor Ricardo Gonçalves examines what the setback could mean for the wider data centre build-out, with Luke Laretive of Seneca Financial Solutions. Plus, SpaceX reports a 161 per cent jump in quarterly revenue, with AI revenue up nine-fold, as Elon Musk floats a possible merger with Tesla. Tom Kennedy speaks with Dan Ives of Yorkville Ives about the result and the wider AI trade.
SBS On the Money is a daily finance podcast where SBS Finance Editor Ricardo Gonçalves unpacks the ASX, the economy and the latest market moves with leading analysts and executives.
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