A Megatrend like Generative AI creates an appealing top-down narrative, but how do investors understand the scope and size of the Generative AI market, alongside the opportunities versus the risks?
Fierce rallies in technology related share prices are eliciting calls of a new investment bubble a la Nasdaq 2000, but are such fears justified?
AI is a game-changer, analysts agree, but there remain questions over predicted productivity gains, potential job losses, costs, power requirements and how long AI adoption will take
A compilation of stories relating to the February 2024 corporate reporting season in Australia, including FNArena’s final balance for the season
The February result season was largely an average affair, assisted by underlying positive sentiment
Soft landing? Recession? Inflation falling? Central banks easing? There remain questions as to how 2024 will play out
It has not been a good year for bank earnings, and brokers see little change in the year ahead
There is no disagreement AI is here and is about to explode into our lives. As for how long it will take to change the world is up for debate, and not all implications are positive
As we begin a period of El Nino, analysts suggest Australia’s general insurers are set to enjoy a period of significant earnings upside
Most brokers assume lithium prices have further to fall before a supply deficit looms later this decade. Have lithium mining stocks been sufficiently de-rated?
