What the Flux

Firmus, the Aussie AI factory builder, has put a near $44 billion price tag on its IPO…which would make it the second-largest IPO in Australian history.

Marley Spoon, the meal kit company, has seen a major turnaround in sales after selling new meal kits for people on Ozempic.

Mattel, the toy maker of Barbie and Hot Wheels, has received takeover interest from a buyer…which could value the biz at $6 billion USD.

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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.

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This is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision. Neither Franklin Templeton Australia, nor any other company within the Franklin Templeton group guarantees the performance of any Fund, nor do they provide any guarantee in respect of the repayment of your capital. 

Please read the relevant Product Disclosure Statement (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations requirements we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via www.franklintempleton.com.au or by calling 1800 673 776. 

Issued by Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827). 

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The ATO has revealed that more than a quarter of Australia's biggest companies paid zero income tax in FY25.

Getty Images, the company behind basically every stock photo of people shaking hands in an office, is being kicked off the New York Stock Exchange.

The credit card surcharge is officially dead as of yesterday in Australia, but experts reckon that sneaky surcharges might just pop back up somewhere else.

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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.

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The RBA has hiked rates for the fourth time this year, pushing the cash rate to 4.60%, its highest level since 2011.

Cochlear, the Aussie hearing implant maker, has been hit with a shareholder class action five months after its share price fell off a cliff.

Instinct, the AI assistant that does your life admin for you, has quadrupled its valuation to $10 billion in a month… and it doesn't even have an app yet.

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Download the free app (App Store): http://bit.ly/FluxAppStore

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Flux on TikTok: https://www.tiktok.com/@flux.finance  

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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.

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Myer is hoping Santa can pull its sleigh out of the red, after it made a near-$300 million loss.

An OpenAI agent has hacked into a Medicare data portal… and the government didn't find out for three months.

Vietjet has registered its first Aussie-plated plane and now there’s rumours that Qantas and Virgin could soon have a third wheel on the Golden Triangle.

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Want to learn how to go from a Saver to Investor in just 7 days - watch our new series here

Download the free app (App Store): http://bit.ly/FluxAppStore

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Daily newsletter: https://bit.ly/fluxnewsletter  

Flux on Instagram: http://bit.ly/fluxinsta  

Flux on TikTok: https://www.tiktok.com/@flux.finance  

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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.

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David Jones is losing its luxury glow-up, with Gucci, Dior and Chanel shoes all walking out the door over unpaid bills.

Meta's share price jumped 11% in a single day, which is its biggest pop since early 2025 after its new AI agent hit No. 1 on the US App Store.

Kylian Mbappé has dumped Nike after 20 years to become the face of On, the Swiss sneaker brand that's coming for football's biggest name.

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Want to learn how to go from a Saver to Investor in just 7 days - watch our new series here

Download the free app (App Store): http://bit.ly/FluxAppStore

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Daily newsletter: https://bit.ly/fluxnewsletter  

Flux on Instagram: http://bit.ly/fluxinsta  

Flux on TikTok: https://www.tiktok.com/@flux.finance  

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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.

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See omnystudio.com/listener for privacy information.

Nine Entertainment has doubled down on the English Premier League until 2034 for its streaming platform Stan as it goes harder on live sport.

Miro, the digital sticky-note platform, has agreed to sell itself to Bending Spoons for just over $1.3 billion enterprise value… or less than 90% of its previous value.

Insurance company Zurich is offering Australian Tesla owners discounts… if they take their hands off the wheel.

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Want to learn how to go from a Saver to Investor in just 7 days - watch our new series here

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  

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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.

Woolworths is allegedly telling suppliers it’ll wipe their products from supermarket shelves… if they don’t agree to lower their prices.

Cricket Australia has announced plans to open up the Big Bash League to private investors that will turn the league into a “billion dollar opportunity”.

Anthropic's CEO has asked the AI industry to slow down in its “reckless” development.

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Want to learn how to go from a Saver to Investor in just 7 days - watch our new series here

Download the free app (App Store): http://bit.ly/FluxAppStore

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Daily newsletter: https://bit.ly/fluxnewsletter  

Flux on Instagram: http://bit.ly/fluxinsta  

Flux on TikTok: https://www.tiktok.com/@flux.finance  

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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 apologised to accountants after it paid a small business influencer to promote Xero…and replace accountants altogether with AI.

Apple has just launched its latest iPhone called the “iPhone Duo” and it's already Apple's most expensive iPhone ever.

Firmus, the Australian AI data centre company has announced a six-year deal to sponsor the Tasmanian Devils AFL team.

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Want to learn how to go from a Saver to Investor in just 7 days - watch our new series here

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  

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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 Australian Tax Office has ruled that Amazon, Google, Netflix and other tech giants need to pay extra tax in Australia…and this could cost them billions of dollars every year.

Nike has been dropped from the S&P 100… after losing around 76% of its market cap..

Volkswagen's board has signed off on 50,000 job cuts and halving its car models over the next 9 years.

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Want to learn how to go from a Saver to Investor in just 7 days - watch our new series here

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  

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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.

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See omnystudio.com/listener for privacy information.

In this series, Going Deep, we'll be doing bite-sized explorations into the most interesting industries, businesses and economic events… in Australia and around the world.

For today's episode, we're looking at AI… but not the version you're probably thinking of. We’re looking at the version that actually keeps the world fed.

In particular, how a New Zealand startup built a two-billion-dollar business by putting a GPS collar on a cow - and why that might be one of the most important tech bets of the decade.

In this episode, Brett and Justin explore why agriculture is one of the least digitised industries on earth despite feeding eight billion people, and whether the "AI in farming" dream is finally real.

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Note: This recording took place in February 2026. All numbers noted were accurate as of this date.

Want to learn how to go from a Saver to Investor in just 7 days - watch our new series here

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.