Daily FNArena News

The arrival of AI is fundamentally re-shaping industries. GenInnov CEO Nilesh Jasani believes investors have to update their views, and valuations, for the world’s leading memory manufacturers

South32’s transformation into a copper and zinc-focused miner is gathering pace, with analysts highlighting production growth, a stronger balance sheet and an increasingly attractive valuation

Telix has continued to outperform operationally in 2026, but future upside is increasingly dependent on pipeline execution, regulatory approvals and therapeutic progress.

AI monetisation is becoming measurable as Australian banks, businesses and data centre investment accelerate adoption, supporting productivity gains while reshaping the economy and labour market

Tony Sycamore, Market Analyst, IG shares his technical views on the Nasdaq, ASX200, gold and crude oil

A glance through the latest expert views and predictions about commodities: Despite weaker lithium prices and renewed supply concerns, leading brokers believe resilient demand, improving cash flow and attractive valuations continue to support the sector’s longer-term investment case

Dalrymple Bay Infrastructure shares remain in an uptrend, reports Fairmont Equities’ Michael Gable, with support at the 50-day moving average reinforcing the positive outlook

After a solid FY26, BHP’s FY27 production guidance has missed consensus across commodities with copper the standout on lower grades and maintenance

Analysts believe Elevra Lithium’s funded North American expansion and the underappreciated Moblan project provide substantial long-term production growth

Overviews in raw numbers and calculations that might assist investors with assessing trends and currents that might not be apparent from daily volatility and movements