Ever moved into a new place and had no power? Data centre operator NEXTDC (ASX:NXT) has that problem on a giant scale. Work on the power lines feeding its big Melbourne data centre has been suspended, and NEXTDC doesn’t expect the next power boost until FY28. No power means no billing, so NEXTDC slashed revenue guidance by more than a fifth. Its shares fell sharply on the news. NEXTDC says the capacity is still under contract and building is continuing. But some contracts include penalties for late power, and in some cases, customers can walk away. Here’s TSN’s Take. Every boom has a bottleneck. For the AI boom, it was originally chips. Now it could also be power.

#tech #ASX #stock #finance #fintok

Do you know someone with diabetes? Almost 1.9 million Australians have it, and foot infections are one of its most dangerous complications. Recce Pharmaceuticals (ASX:RCE) just announced that its topical gel trial showed “strong efficacy" for treating those infections. But here’s the fine print. The trial is ‘double-blind’. That means some patients got the active gel, some got a placebo, and nobody knows who got what yet. The real test comes when an independent committee "unblinds" the data to separate the gel results from the placebo. Then it could recommend moving towards approval, changing the trial, or stopping it. Here’s TSN’s Take. A good result only counts when you know what it’s being compared against. Until the blind comes off, it’s a signal, not proof.

#diabetes #ASX #stock #health #medicine

AI Private Opportunities Trust (ASX:AIX) is building a portfolio of private AI companies that already earn revenue, with stakes in ByteDance, Databricks and one of the world`s leading AI laboratories. The trust raised more than $265 million ahead of listing in June, giving everyday investors access to companies usually reserved for large institutions. AI Private Opportunities Trust Investment Specialist Adam Myers joins The Stock Network`s Lel Smits to discuss how the portfolio is taking shape, how its holdings fit together and the trust`s move into physical AI.

🤖 Understanding recent AI market volatility
🏗️ Where are the opportunities in AI infrastructure
🚀 Moving from AI promise to meaningful revenue
🎯 What differentiates AIX

Pengana Investment Management Limited ACN 063 081 612, AFSL 219462 (Pengana) is the issuer of this information and units in AI Private Opportunities Trust ARSN 697 001 184 (AIX).

This information is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of AIX you should consider the PDS, TMD and ASX Announcements and assess whether AIX is appropriate given your objectives, financial situation and needs.

Neither Pengana nor any of its related entities, directors, partners or officers guarantees the performance of, or the repayment of capital, or income invested in AIX. An investment in AIX is subject to investment risk including a possible loss of income and principal invested. Past performance is not a reliable indicator of future performance, the value of investments can go up and down.

There are no guarantees that an active trading market with sufficient liquidity will develop or that such a secondary market will sustain a price representative of the NAV per AIX unit. In circumstances where AIX units are suspended from the ASX, unitholders may not be able to sell their AIX units via the ASX until trading recommences.

Alligator Energy (ASX:AGE) CEO and Managing Director Dr Andrea Marsland-Smith is speaking ahead of IMARC event in Sydney, discussing the company’s latest uranium drilling results at its Samphire Uranium Project in South Australia. Following the sale of its Northern Territory assets, Alligator Energy is focused entirely on South Australian uranium, progressing its feasibility study and mining lease application as it advances towards a potential mining decision.

TSN Interview:
🌏 Extending uranium mineralisation beyond previous drilling
⛏️ Progressing the Samphire feasibility study
⚒️ Advancing the path to a mining lease

Register for IMARC:
🗓️ 27–29 Oct 2026
📍 ICC Sydney
⚡ Promo code "tsn15"

Lode Resources (ASX:LDR) Managing Director Keith Mayes is speaking at the Rockstars Mining Investor Event this October, discussing the company’s wholly owned Montezuma silver-antimony project on Tasmania’s West Coast. With a maiden resource of 8.2 million ounces of silver equivalent that remains open at depth, recent drilling has identified a new high-grade tin-copper lode and extended the main deposit, with further assays pending. Keith joins The Stock Network’s Lel Smits to discuss the latest discoveries, the potential advantages of nearby brownfield infrastructure and the next steps towards resource growth and development.

TSN Interview:
⛏️ Discovering new lodes at the Montezuma silver-antimony project
🔎 Growing the resource through ongoing drilling

Rockstars Mining Investor Event:
📍 Hinchcliff House, Sydney
🗓️ Tuesday, October 27

Kaoko Metals (ASX:KAO) Managing Director and Founder Gerard O’Donovan is speaking at the Rockstars Mining Investor Event this October, discussing the company’s wholly owned Chalkos copper-silver project in north-western Namibia. The first drill holes at the Otniel discovery have returned broad, shallow copper mineralisation, with silver grades increasing alongside copper. Following a $20 million placement in September that brought new institutional investors onto the register and will fund further exploration, Gerard joins The Stock Network’s Lel Smits to discuss the initial assay results, ongoing drilling at Donkey Hill and the next steps in exploring the wider Chalkos landholding.

TSN Interview:
⛏️ Confirming shallow copper-silver mineralisation at Otniel
🔎 Expanding exploration across the Chalkos copper belt

Rockstars Mining Investor Event:
📍 Hinchcliff House, Sydney
🗓️ Tuesday, October 27

Corson Fiske Australia & New Zealand Managing Partner James Leslie-Watt is speaking at the Rockstars Mining Investor Event this October, discussing proposed changes to family trust taxation and the growing interest in moving personal wealth offshore. With the Federal Government proposing a 30% minimum tax on discretionary trust income from July 2028, business owners and investors are considering their options ahead of potential changes. James joins The Stock Network’s Lel Smits to discuss what the proposed reforms could mean for Australian families, how business owners are preparing and what to consider before moving wealth overseas.

TSN Interview:
⚖️ Understanding proposed family trust tax changes
🌏 Exploring the push to move personal wealth offshore

Rockstars Mining Investor Event:
📍 Hinchcliff House, Sydney
🗓️ Tuesday, October 27

Castile Resources Executive Chair and Managing Director Mark Hepburn is speaking at the Rockstars Mining Investor Event this October, discussing the company’s Rover 1 gold-copper project in the Northern Territory. A recently completed scoping study values the project at approximately A$1.1 billion before tax, with gold, copper, bismuth, cobalt and magnetite contributing to its development potential. With more than 100 exploration targets across the wider Rover field, Mark joins The Stock Network’s Lel Smits to discuss the drivers behind Rover 1’s valuation, the gap between the project’s value and Castile’s market valuation, and the funding strategy to advance the mine towards development.

TSN Interview:
⛏️ Valuing Rover 1 at approximately A$1.1 billion
🔎 Exploring the value of gold, copper and critical minerals

Rockstars Mining Investor Event:
📍 Hinchcliff House, Sydney
🗓️ Tuesday, October 27