Friday 30th January 2026

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Microsoft was hammered overnight on fears it’s pushing too hard, too fast on AI investment, a sharp contrast to Meta, which is spending heavily too but can point to AI‑driven ad revenue as proof it’s paying off; add in rising speculation that Washington is preparing to strike Iran unless a new nuclear deal materialises, a tension clearly visible in a 3% jump in oil, while iron ore is climbing on China’s effective scrapping of its property‑sector borrowing limits. NAB’s Rodrigo Catriul joins Phil to talk through all this and more, with a lot of data due today, including Australian private‑sector credit.

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