Two IPOs test the AI hype, Aussie property keeps falling & a closer look at Firmus

Podcast: Equity Mates Investing Podcast · Equity Mates Media

Opublikowano: 2026-10-07

Live from Central Park in New York, Bryce & Ren unpack a cooling Australian property market before turning to two enormous IPOs testing investor appetite for AI. Anthropic is chasing a potentially record-breaking US listing, while Australian data centre operator Firmus is targeting a valuation that would instantly put it among the ASX’s biggest companies. But, when Firmus is stacked up against global AI infrastructure peers, does the valuation make sense, or is the hype running ahead of the numbers? In this episode: 00:00 Live From Central Park: Property, AI & IPOs 04:06 Australian Property Pr...