We asked, you sent in your questions, then we sat down for one final video session to close off 2025. With AI summary for a quick read
NextDC’s contract utilisation and capex update highlights potential to far exceed FY25 numbers
The temptation to outsource investment decisions is real, but is it the right thing to do? Author and media commentator Tracy Sheen shares her thoughts
U308 markets remain becalmed into year end, while the nuclear and AI industries make a move to develop frameworks for collaboration
While transformative for society, many new technologies shift economic value from producers to consumers, resulting in lower-than-average profit margins.
My final Weekly Insights for 2025
Gentrack’s FY25 results calmed investor concerns with the future stock re-rating reliant on converting a robust pipeline to new contract wins, albeit delayed
Cool-headed expert voices are pushing back against the scaremongering narratives around irrational exuberance and AI excitement pushing equities into a bubble-like environment
Artificial intelligence is the most significant change to humanity in the 21st Century but the complexity, scale and needs for the technology create both opportunities and risks
In this week’s Weekly Insights:
-New Trends & Recurring Anxieties
-FNArena Talks