What the Flux

SPC, the fruit and veg processor, has been a major beneficiary as Aussies are stocking up on baked beans and canned goods. Uniqlo is heading for another record year, with global expansion driving a surprise surge in profits. Anthropic is holding back its most powerful AI mode… and only giving it to Big Tech… to stop hackers winning the AI arms race. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —-   The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. —- Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13006 165 975, AFSL 230 523 on 1 April 2026. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction. ------- S&P Dow Jones Indices does not sponsor, endorse, sell, or promote any product based onan S&P Dow Jones index nor does it make any representation regarding the advisability ofinvesting in the products. Before making any investment decisions, you should assesswhether the product or service is appropriate for you and read the PDS and TMD availableat blackrock.com.au.See omnystudio.com/listener for privacy information.

Canva has acquired two new startups as it tries to reposition itself from design-software to AI-marketing company. AustralianSuper has dumped nearly $1 billion from its ESG fund as it tightens ethical investing rules. Levi Strauss has seen its shares jump 10% after its strongest sales in 4 years…because baggy jeans are back. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —-   The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. —-See omnystudio.com/listener for privacy information.

Aussie data centre operator, NextDC is issuing a 100-year, $1 billion bond to fund its booming data centre expansion. SafetyCulture kicks off its acquisition spree by buying Sydney-based AI start-up Twine as it prepares for the AI era. AI rivals OpenAI, Anthropic, and Alphabet’s Google have begun working together to clamp down on Chinese competitors stealing their models. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —-   The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. —- Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders) is the product issuer for Schroders Global Equity Alpha Fund (ARSN 678 278 370). This document does not contain and should not be taken as containing any financial product advice or financial product recommendations. This document does not take into consideration any recipient’s objectives, financial situation or needs. Before making any decision relating to a Schroders fund, you should obtain and read a copy of the product disclosure statement available at www.schroders.com.au or other relevant disclosure document for that fund and consider the appropriateness of the fund to your objectives, financial situation and needs.  You should also refer to the target market determination for the fund at www.schroders.com.au. All investments carry risk, and the repayment of capital and performance in any of the funds named in this document are not guaranteed by Schroders or any company in the Schroders Group.  The material contained in this document is not intended to provide, and should not be relied on for accounting, legal or tax advice.  Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this document. To the maximum extent permitted by law, Schroders, every company in the Schroders plc group, and their respective directors, officers, employees, consultants and agents exclude all liability (however arising) for any direct or indirect loss or damage that may be suffered by the recipient or any other person in connection with this document. Opinions, estimates and projections contained in this document reflect the opinions of the authors as at the date of this document and are subject to change without notice. “Forward-looking” information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection will be realised. Past performance is not a reliable indicator of future performance. All references to securities, sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold. Telephone calls and other electronic communications with Schroders representatives may be recorded.See omnystudio.com/listener for privacy information.

Telstra has just lost one of its key marketing angles as it’s forced to cut its mobile coverage claims by one-third. Canva has released its latest Australian financial results… very delayed.. And it’s local revenue has cracked over $2 billion USD. Shein has rolled out a supply-chain-as-a-service offering and is trying to get Aussie fashion brands to jump on board. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. —-See omnystudio.com/listener for privacy information.

Xero has announced a new partnership with Anthropic to bring AI into accounting… and prove that its business won’t be eaten by AI. Indian Premier League cricket team, the Royal Challengers Bengalaru, has just sold to a private equity giant for nearly $1.8 billion USD sale. David Jones is delaying payments to suppliers… giving itself up to 60 days after a sale to actually hand over the cash. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. —-See omnystudio.com/listener for privacy information.

Qantas could see profits drop by $500 million as it struggles to balance its flights and the huge spike in oil pieces. Apple is putting ads on Apple Maps… and quietly turning your next cafe search into an advertising battle with Google. Pop Mart’s Labubu empire is booming… but a 20% share price drop shows hype doesn’t always equal happily ever after. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. —-See omnystudio.com/listener for privacy information.

A new-look Domain has promised to put a cap on price hikes as part of its new plan to take it up to REA. Halter, a New Zealand-based agtech company has been valued at $2 billion as it builds AI-powered smart collars for cows. Cuttable, an Aussie AI ad business has just cracked the $100 million valuation with just 8 software engineers. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. —-  See omnystudio.com/listener for privacy information.

Premier Investments, the owner of Smiggle and Peter Alexander, has announced flat profit for the last half… with one of its brands carrying the weight of the world on its shoulders. Lamborghini has ditched its plans for a full Electric Vehicle…apparently after customer backlash because it wouldn’t have an engine roar?! Flight Centre’s share price has taken off after acquiring a creative agency buy… as it looks to sell more than just flights. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. —-See omnystudio.com/listener for privacy information.

The ACCC has launched a public investigation into whether major fuel suppliers have been committing anti-competitive conduct in regional Australia Meta is pulling Horizon Worlds off its VR headsets as it shifts further and further away from its expensive metaverse dream Microsoft is threatening legal action against its partner OpenAI after a $50 billion USD Amazon deal risks turning an exclusive partnership into a very awkward cloud throuple _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. —- Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders) is the product issuer for Schroders Global Equity Alpha Fund (ARSN 678 278 370). This document does not contain and should not be taken as containing any financial product advice or financial product recommendations. This document does not take into consideration any recipient’s objectives, financial situation or needs. Before making any decision relating to a Schroders fund, you should obtain and read a copy of the product disclosure statement available at www.schroders.com.au or other relevant disclosure document for that fund and consider the appropriateness of the fundto your objectives, financial situation and needs. You should also refer to the target market determination for the fund at www.schroders.com.au. All investments carry risk, and the repayment of capital and performance in any of the funds named in this document are not guaranteed by Schroders or any company in the Schroders Group. The material contained in this document is not intended to provide, and should not be relied on for accounting, legal or tax advice. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this document. To the maximum extent permitted by law, Schroders, every company in the Schrodersplc group, and their respective directors, officers, employees, consultants and agents exclude all liability (however arising) for any direct or indirect loss or damage that may be suffered by the recipient or any other person in connection with this document. Opinions, estimates and projections contained in this document reflect the opinions of the authors as at the date of this document and are subject to change without notice. “Forward-looking” information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection will be realised. Past performance is not a reliable indicator of future performance. All references to securities, sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold. Telephone calls and other electronic communications with Schroders representatives may be recorded.See omnystudio.com/listener for privacy information.

The RBA has lifted interest rates to 4.1%… as war, petrol prices and inflation all collide into a global domino effect. Google is adding a new AI chatbot to Google Maps in its biggest software update to the product in over a decade. Peloton is rolling into gyms with new commercial-grade bikes and treadmills as it tries to pedal past at-home business. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. —- Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders) is the product issuer for Schroders Global Equity Alpha Fund (ARSN 678 278 370). This document does not contain and should not be taken as containing any financial product advice or financial product recommendations. This document does not take into consideration any recipient’s objectives, financial situation or needs. Before making any decision relating to a Schroders fund, you should obtain and read a copy of the product disclosure statement available at www.schroders.com.au or other relevant disclosure document for that fund and consider the appropriateness of the fundto your objectives, financial situation and needs. You should also refer to the target market determination for the fund at www.schroders.com.au. All investments carry risk, and the repayment of capital and performance in any of the funds named in this document are not guaranteed by Schroders or any company in the Schroders Group. The material contained in this document is not intended to provide, and should not be relied on for accounting, legal or tax advice. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this document. To the maximum extent permitted by law, Schroders, every company in the Schrodersplc group, and their respective directors, officers, employees, consultants and agents exclude all liability (however arising) for any direct or indirect loss or damage that may be suffered by the recipient or any other person in connection with this document. Opinions, estimates and projections contained in this document reflect the opinions of the authors as at the date of this document and are subject to change without notice. “Forward-looking” information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection will be realised. Past performance is not a reliable indicator of future performance. All references to securities, sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold. Telephone calls and other electronic communications with Schroders representatives may be recorded.See omnystudio.com/listener for privacy information.

Qantas will pay $105 million to settle a class action over delayed COVID flight refunds… as it tries to move on from the major reputational hit. McDonald’s CEO went viral for awkwardly eating a burger… and somehow it boosted sales of the burger he was eating. Bumble’s share price has surged more than 30% after its latest results beat expectations… even though revenue and users are still sliding. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. —- Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders) is the product issuer for Schroders Global Equity Alpha Fund (ARSN 678 278 370). This document does not contain and should not be taken as containing any financial product advice or financial product recommendations. This document does not take into consideration any recipient’s objectives, financial situation or needs. Before making any decision relating to a Schroders fund, you should obtain and read a copy of the product disclosure statement available at www.schroders.com.au or other relevant disclosure document for that fund and consider the appropriateness of the fundto your objectives, financial situation and needs. You should also refer to the target market determination for the fund at www.schroders.com.au. All investments carry risk, and the repayment of capital and performance in any of the funds named in this document are not guaranteed by Schroders or any company in the Schroders Group. The material contained in this document is not intended to provide, and should not be relied on for accounting, legal or tax advice. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this document. To the maximum extent permitted by law, Schroders, every company in the Schrodersplc group, and their respective directors, officers, employees, consultants and agents exclude all liability (however arising) for any direct or indirect loss or damage that may be suffered by the recipient or any other person in connection with this document. Opinions, estimates and projections contained in this document reflect the opinions of the authors as at the date of this document and are subject to change without notice. “Forward-looking” information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection will be realised. Past performance is not a reliable indicator of future performance. All references to securities, sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold. Telephone calls and other electronic communications with Schroders representatives may be recorded.__See omnystudio.com/listener for privacy information.

Atlassian is cutting 10% of its workforce as AI reshapes its business… and it tries to fight back against its plummeting share price. Australia’s biggest super fund wants to borrow billions… which could be the biggest shake up in the super industry in over 30 years. Better Beer, the low-carb brewer backed by The Inspired Unemployed, is raising up to $15 million to double down on the boom in low-strength beer. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

The Iconic has finally turned a profit after 15 years as it shifts away from growth at any costs…and focuses on the margins. Mattress maker Koala is heading to the ASX in a $305 million IPO… but it’s a far cry from the valuation it once dreamed of. Robinhood, the US trading platform, has launched a fund to give retail investors access to private companies …but the market isn’t exactly rushing in. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

ARN Media, the radio company behind KIIS and Gold FM, has seen its share price jump over 5% after the fallout of The Kyle and Jackie O show. Audible, Amazon's audiobook giant, has launched a cheaper subscription plan for the first time as it faces a major threat from Spotify. Australia's major airports are made over $400 million in profit from carparking alone in 2025. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

News Corp has declared itself an AI “input” powerhouse as it expects to hit record profits in 2026… thanks to a big OpenAI deal. Lyka, the Aussie premium pet food company, has raised $67 million as it  has grand plans for global expansion. OpenAI, the creator of ChatGPT, has landed a record-breaking $110 billion funding round, which includes a cheeky $50 billion from the Zon. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Commonwealth Bank has dobbed itself in after spotting $1 billion in home loans were backed by dodgy, AI-generated documents. Woolworths’ AI assistant Olive has gone rogue… and shoppers aren’t loving the family drama. Budget Direct lands in hot water as ASIC alleges “vanishing discounts” for 39,000 customers. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Qantas half-year underlying profits hit nearly $1.5 billion as it plans to shake up its Frequent Flyer program to keep customers loyal Chemist Warehouse’s parent Sigma has posted an 18.7% earnings jump… and clearly it hasn’t taken its foot off the pedal since going public WiseTech Global plans to slash 2,000 jobs in an AI overhaul… and investors have cheered the move _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Southern Cross Media suffered a 17% drop in profit in its first result since merging with Seven West Media… but its CEO didn’t deliver the update. Adore Beauty’s profit has faceplanted 70% after Black Friday blowout… but it’s betting on bricks and mortar to save its glow. Donald Trump has promised to hike global tariffs to 15% across the board - after the US Supreme Court blocked his earlier tariffs. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay   Daily newsletter: https://bit.ly/fluxnewsletter   Flux on Instagram: http://bit.ly/fluxinsta   Flux on TikTok: https://www.tiktok.com/@flux.finance   —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.