♟️ Saturday 7 November 2026 Sat, 7 Nov 2026

NEXTDC, Vintage Energy and Embelton recorded the week’s biggest moves, but each came with a different reason and level of risk.
Across resources, takeovers and healthcare, investors rewarded firm deals while selling companies that still need cash or approvals.

Hummgroup, AMP and COG delivered the week’s biggest share price moves, while investors weighed business exits, weaker profits and changing growth plans.
Macquarie posted a major profit rise, but NAB and Westpac faced higher loan-loss charges.

Funding news drove the biggest share moves, with sharp falls at Rokeby, ADX Energy and Avenira despite fresh project announcements. Drilling, resource upgrades and takeover deals kept the materials sector active, but many projects still need cash, approvals or stronger technical proof.

Healthcare shares delivered a mixed week as investors rewarded reimbursement and regulatory progress but punished cash calls and dilution. Noxopharm, Pacific Edge and Mayne Pharma led the largest moves, while several companies still face long waits before sales can grow.

Technology shares fell as weaker consumer demand, dilution and debt costs unsettled investors.
AI and software companies made progress, but now face the harder test of turning products into steady cash income.

DTE Energy plans to sell substantially all of its Vantage assets for about US$3 billion and redirect the proceeds into regulated utility infrastructure. The strategy lifts its five-year utility investment plan to US$44.2 billion and raises its long-term operating earnings growth target above 9%.

FOX has completed its acquisition of Roku, combining its news, sports and entertainment assets with one of the largest connected-TV platforms in the US. The US$14.1 billion cash component was supported by US$2 billion in term loans and an US$8.4 billion bridge facility.

WEC Energy Group has lifted its five-year capital plan to US$47.5 billion while securing a 9.50% authorised return on equity in Wisconsin’s 2027-2028 rate review. The plan is aimed at data-centre demand, new generation and grid expansion, but will require substantial debt and equity funding.

Franklin Templeton delivered sharply higher fiscal 2026 earnings, supported by $84.1 billion in long-term net inflows and an 8% increase in assets under management. The result also showed a sizeable gap between GAAP and adjusted profit, leaving the quality and durability of the improvement as the key investor question.