NextDC’s contracted utilisation reached 667 megawatts in April, up 60%, while its forward order book rose 83% to 544 megawatts. Westpac’s Australian mortgage portfolio was about A$536 billion at the end of March, with 90-day delinquencies and impaired mortgages still relatively low. Wesfarmers shares were trading around A$91.28, implying a forward P/E ratio of 33x on estimated FY27 earnings.

Neuren Pharmaceuticals reported record Q2 DAYBUE net sales of US$125 million, up 30% year on year, alongside Q2 royalty income of US$12.9 million, up 34%. The company said stronger penetration of its new STIX powder formulation in the US contributed to the result. Neuren shares rose 16% on the session following the update.

Whitefield Industrials Ltd (ASX: WHF) has launched a 12-month on-market share buyback for up to 12,046,891 ordinary shares, or about 10% of its issued capital. The company framed the move as a capital return aimed at optimising its capital structure and boosting shareholder returns. WHF shares have fallen 12% over the past year, lagging the All Ordinaries, which is up 4% over the same period. The buyback directly affects supply and demand for WHF stock.

In July 2024, Qantas (ASX: QAN) shares fell 6.3% to $9.95 from $10.62. Over the same period, Brent crude rose nearly 26% to US$90.12 a barrel from US$71.55. The airline has previously said it expected to spend around $2.5 billion on jet fuel in H2 FY 2026, leaving it exposed as fuel prices climbed. The rapid rise in oil prices lifted operating-cost pressure for airlines and weighed on Qantas and other aviation stocks in the near term.

Maas Group Holdings Ltd (ASX: MGH) said data centre company Firmus will make an additional A$300 million equity investment and has awarded A$855 million in new contracts. The deals lift work-in-hand at its wholly owned electrical infrastructure unit, JLE Group, to A$1.2 billion scheduled for delivery over the next 18 months. Maas Group also raised its full-year underlying EBITDA guidance to A$300–A$310 million from A$250–A$280 million. Shares rose 8.1% to A$5.36.

Credit Corp Group (ASX: CCP) reported FY2026 results for the year ended 30 June 2026, with revenue of A$586 million, up 7.4%, and net profit of A$105.5 million, up 12.1%. Net assets per share rose to A$13.18. The company paid A$46.26 million in fully franked dividends for the year. Over the past 12 months, its shares have underperformed the ASX 200 Index by 10%.

Boss Energy (ASX: BOE) reported a quarterly operating update, with Alta Mesa producing 362klb of uranium in 4Q FY2024, up 79% quarter on quarter, meeting its full-year production guidance. However, Alta Mesa’s output was just 45klb on a 100% basis, about 78% below market consensus, as permitting delays held back the start-up of new wellfields. The stock was kept at an ACCUMULATE rating, while the target price was cut to A$1.40 from A$1.55.

CSL will release an FY26 earnings update in August 2025 showing revenue of US$8.3 billion, down 4% year on year, and underlying NPATA of US$1.9 billion, down 7%. The stock is down 52% across FY26, making it one of the worst performers in the ASX 200. The company also announced large-scale job cuts, plans to demerge its influenza vaccine business, and expects about US$5 billion in noncash, pretax impairments across FY26–FY27. The developments have weighed on sentiment toward ASX 200 constituents and broader market mood.

Aeris Resources (ASX: AIS) issued FY27 guidance that keeps production broadly steady, with copper output forecast at 22–27 kt versus 23 kt in FY26 and gold at 42–51 koz versus 49 koz. Mine operating costs are guided at $320–390 million compared with $332 million in FY26. Growth and project capital is set to rise sharply to $170–210 million from $102 million, alongside higher exploration spending of $29–35 million versus $17 million.