GEN AI
Pro Medicus shares surge on major contract wins and growing AI momentum, reinforcing its position as a high-margin healthcare tech leader against a background of eternal valuation debate
10:30 AM
In this week’s Weekly Insights: -The Megatrend You Simply Cannot Ignore -FNArena Talks -Ask FNArena By Rudi Filapek-Vandyck, Editor The…
Jul 09 2025
A personal experience about picking winners in today’s emerging megatrends
Jul 07 2025
In this week’s Weekly Insights: -Dicker Data; Megatrends Without Covid-Lockdowns-Ask FNArena By Rudi Filapek-Vandyck, Editor This week marks the end…
Jul 02 2025
Previous Stories
Uranium Week: AI Tech Fuses With Nuclear
Jul 01 2025
Positive news continued to flow for both the spot U308 price and support for the US and global nuclear power industry as big tech continues to flex its muscles
Australia’s Digital Infrastructure Opportunity
Jun 23 2025
Australia’s safe and stable backdrop makes it a target for data centre development in the Asia Pacific region, as the positive news keeps rolling on
FNArena Visits NextDC’s S3 Data Centre
Jun 19 2025
FNArena received a bird’s eye view on what it takes to develop critical infrastructure for Australia’s growing demand for cloud computing and AI
Rudi’s View: Macquarie Technology (Stock In Focus)
Jun 18 2025
In Weekly Insights this week: -Macquarie Technology’s Integrated Data Centre Services-FNArena Talks By Rudi Filapek-Vandyck, Editor Small cap stocks in…
Rudi’s View: The AI Promise Is Broadening
Jun 11 2025
By Rudi Filapek-Vandyck, Editor The race to become the world’s largest company by market capitalisation is now decided by day-to-day…
Goodman Group Revels In Data Centres Hot Seat
Jun 03 2025
Despite a slight miss against FY25 earnings guidance expectations, Goodman Group’s third quarter operational update signaled growth ahead
Uranium Week: Trump’s Agressive Nuclear Push
May 27 2025
President Trump’s latest executive orders have charged the demand dynamics for uranium, while short interests in Australian stocks have yet to budge
AI Investments Fuel Australia’s Data Centre Future
May 22 2025
Updated sector analysis and forecasts suggest fears of the demise of data centre stocks and the GenAI revolution are overblown
DUG Technology’s Multiple Growth Levers
May 09 2025
Third quarter results for DUG Technology impressed and brokers remain upbeat given a full order book and building international momentum
Megaport’s Quest Of Data Centre Agnostic Growth
Apr 03 2025
Post February interim results, analysts are warming to the operational outlook for Megaport
Analyse The Market From A Different Angle
Latest News
| 1 |
Australian Broker Call *Extra* Edition – Jul 10, 202512:55 PM - Daily Market Reports |
| 2 |
The Short Report – 10 Jul 202511:00 AM - Weekly Reports |
| 3 |
Strength To ‘AI’ Strength For Pro Medicus10:30 AM - Australia |
| 4 |
SRG Global: Building Australia10:00 AM - Small Caps |
| 5 |
The Overnight Report: Nvidia Tops US$4trn8:35 AM - Daily Market Reports |