GEN AI
NextDC’s latest results positively surprised with records set as the data centres operator continues to capture the massive AI-tailwinds of infrastructure demand and investment
Mar 13 2026
Interim results were well received against a backdrop of multiple moving parts and changes, while WiseTech’s growth and strategy update has boosted analysts’ confidence
Mar 11 2026
FY25 results for Dicker Data slightly disappointed investors, mainly due to a new dividend payout strategy, but management anticipates significant AI-related growth opportunities
Mar 09 2026
Life360’s share price has been unceremoniously shellacked on a multi-factor set of circumstances, not helped by updated 2026 guidance
Mar 05 2026
Previous Stories
Rudi’s View: Is Higher Volatility Now A Permanent Feature?
Feb 18 2026
At times, it’s the most difficult question to answer: if it’s such a great company, how come its shares keep falling?
Rudi Interviewed: February Is Less About Earnings
Feb 12 2026
Transcript of Pre-February results interview by Livewire Markets
AI Fears Overwhelm REA’s Operational Resilience
Feb 12 2026
Brokers agree a slight consensus miss for REA Group’s first half result does not justify such weak market reaction, pointing to market concerns around AI’s potential to disrupt online portal operators
Treasure Chest: AI Risks To Insurance Brokers
Feb 11 2026
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is about AI threats to insurance brokers as new AI-digital tools launch overseas
Behind The AI Threat Narrative(s)
Feb 11 2026
Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year
Treasure Chest: WiseTech Global
Feb 10 2026
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is WiseTech Global
Is AI Nemesis Or Opportunity For Xero?
Feb 05 2026
Xero’s latest presentation addressed central concerns around AI monetisation, disruption and a stronger growth outlook for recently acquired Melio, but markets globally are in the grip of collective AI disruption angst
Microcap Blackpearl Seeking AI Success In USA
Jan 29 2026
NZ-based Microcap Blackpearl is seeking greatness by marketing its AI-based solutions to SMEs in the USA
Silicon Shock: When AI Demand Broke The Supply Chain
Jan 15 2026
Ongoing AI development is creating a supply shock that simply cannot be circumvented or avoided in 2026, GenInnov CEO Nilesh Jasani explains
Ai: The Dawn of the Humanoid Robot Economy
Dec 19 2025
The development of humanoid robots is moving more mainstream, yet the household deployment could be 20-years away
