Mixed AI messages – NextDC plunges as SpaceX rises

Podcast: NAB Morning Call · Phil Dobbie

Opublikowano: 2026-10-21

Thursday 22nd October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil and NAB's Taylor Nugent discuss how market sentiment around AI is rebounding following strong Q3 earnings from SpaceX, even as local infrastructure bottlenecks loom large—highlighted by NextDC's 42% stock plunge following delays to its Melbourne data centre rollout. Domestically, RBA Deputy Governor Andrew Hauser emphasized that the inflation backdrop has "materially worsened" relative to August projections, pushing market pricing for a November rate hike to nearly 50%, while NAB's monthly spend tracking showed resilient consumer sp...