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Each company stands to benefit from booming cloud growth in its own way.
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Key PointsAGNC pays one of the market’s highest dividends.
Key PointsCentrus’ backlog is nearly 10 times its projected 2026 revenue.
Market-cycle analyst Martin Armstrong warns political instability could accelerate capital flows and fuel a gold rally.
In his final column before retiring from the ABC, Alan Kohler reflects on the stories that shaped him, plus those that shaped Australia in ways he could not predict.
Key PointsQuantinuum, backed by Honeywell's continued majority-voting stake, is still working through post-IPO price discovery following its June Nasdaq debut.
Forty-three local economists see no more rate hikes in 2026, with spending set to slow.
