The brokerage upgraded the stock after highlighting Twilio's expanding role in powering AI-driven voice and customer engagement services.
INFRASTRUCTURE
Infratil Data Centre Valuation Climbs as CDC Reaches A$18.5B
Infratil data centre valuation rose to A$18.5 billion after an independent review increased the value of CDC Data Centres, supported by higher contracted capacity, expanded development plans and stronger FY26 financial performance.
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ASML’s China exposure faces new questions After US warning
ASML is facing renewed attention after US officials reportedly expressed concerns that China may have gained access to advanced chipmaking equipment. The development comes as governments tighten semiconductor export controls and as the global technology sector remains heavily dependent on a small group of specialised equipment suppliers.
Kesko lands $1.7B Nordic deal as Saint-Gobain sells Dahl operations
Kesko will acquire Saint-Gobain’s Dahl operations across Sweden, Norway and Denmark in a €1.5 billion deal. The businesses generated €2.07 billion in 2025 revenue and employ around 2,700 people, expanding Kesko’s position in the Nordic building products and technical trade distribution market.
IFM makes final $5.2B push to acquire Atlas Arteria
Atlas Arteria has rebuffed IFM Investors' increased A$7.4 billion takeover proposal, extending a high-profile infrastructure acquisition battle. The toll-road operator argues the revised offer still falls short of its underlying value, citing strong revenue growth, cash generation and strategic assets across France and the United States.
$30B on the table: BlackRock-Led gulf infrastructure push gains momentum
BlackRock GIP joined ADNOC, Temasek and Abu Dhabi-based L’IMAD to target $30 billion in infrastructure investments across Gulf countries and Central Asia. The partnership comes as global investors increase spending on energy, logistics and transport assets amid rising electricity demand, AI-related infrastructure growth and expanding Gulf infrastructure pipelines.
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NTRO Infrastructure Measurement: Smarter Data, Safer Networks
Australia, New Zealand, and the wider Pacific region rely on safe, efficient, and resilient transport networks. As expectations rise and budgets tighten, traditional, occasional inspections are no longer enough. NTRO’s infrastructure measurement solutions are redefining how transport assets are understood,…
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Granor: Australia’s Leader in Structural Bearings & Expansion Joints
Granor Rubber & Engineering stands as a leading international designer, supplier, and manufacturer of structural bearings and expansion joints for Australia and the global market. Established in Melbourne in 1972, the company has evolved into a trusted name in the…
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ACCIONA Infrastructure: Sustainable Solutions for a Better Planet
ACCIONA Infrastructure represents one of the world's leading sustainable infrastructure development companies, operating across more than 40 countries on five continents. This Spanish multinational conglomerate has revolutionized the way infrastructure projects are conceived, designed, constructed, and maintained. The company's commitment…