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



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