GEN AI
China’s AI breakthrough already has made its mark across global financial markets, Federated Hermes’ James Cook reports
Feb 21 2025
An exceptional earnings beat from Temple & Webster was driven by a simultaneous increase in both revenue and margins, with a little help from AI
Feb 20 2025
The pace of artificial intelligence innovation was reinforced with DeepSeek and it’s all systems go with software and hardware working in combination
Feb 06 2025
The rapid pace of AI evolution continues, what’s new, and which sectors/stocks are in focus
Jan 28 2025
Previous Stories
Looking For Durable, Needle-Moving Growth In AI
Jan 13 2025
Paul Greene, portfolio manager, US equities at T. Rowe Price, advocates investors should refine their approach to AI and growth stocks investing this year
The 2024 Gen.Ai Xmas Special, Incl 2025 Outlook
Dec 12 2024
A Christmas special with a deep dive into why Generative Ai remains a growing tour de force for both enterprises, consumers, economies and investors. What’s in store for 2025?
Dicker Data’s Pick And Shovel AI Strategy
Dec 03 2024
New research suggests Dicker Data is set to benefit by providing tools enabling business access into the rapidly expanding generative AI market
Nuix Rises From The Ashes
Nov 08 2024
After a post IPO car crash for investors, Nuix has turned the corner as it hits its AI straps and draws comparisons to US tech stock Palantir
AGL Energy: Data Centres To The Rescue?
Nov 07 2024
Growth in electricity demand from the secular development in data centres could be the driving factor which tips in AGL Energy’s favour
Investing In The Era Of Hyper Change
Nov 06 2024
Interview: Nilesh Jasani, founder of the Geninnov Fund chatted with FNArena from Singapore about generative artificial intelligence, change and investing in innovation
Dicker Data Preps For PC Refresh Cycle Upswing
Sep 17 2024
Analysts see value in Dicker Data shares based on second quarter momentum and potential upside to PC sales
Gen.Ai: Infrastructure Arms Race Powers Ahead
Sep 16 2024
Behind the Gen.Ai megatrend is the growing demand for data centres with major news making events putting the sector back into the spotlight, alongside the adjacent industries being swept up in the infrastructure build out
Gen.Ai Update: Bubble-licious Or Not?
Sep 11 2024
Contrary to the naysayers and Gen AI “bubble” doomsters, major research houses remain upbeat, pragmatic and forward thinking on the megatrend, keeping an eye on the details for investors about what matters and where to find the winners
NextDC: Building A Generative AI Future
Sep 09 2024
Valuing a major infrastructure developer and operator with a growth tilt to generative artificial intelligence has caused some speed, or value humps for investors. What matters when it comes to assessing the case for a burgeoning data centre behemoth
