GEN AI

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is REA Group

Car Group’s market update was unspectacular in isolation, but sparked a strong rally as sentiment and market positioning had feared a much weaker outcome

Despite growing investor scepticism, analysts believe the next phase of the AI investment cycle will be driven by productivity gains, data centre expansion and a widening group of ASX-listed beneficiaries

A global study has found asset managers around the world are preparing for AI to transform all aspects of their businesses

SaaS is most definitely dead and buried, argues GenInnov CEO Nilesh Jasani. Now the industry, and the world at large, must find out what sustainable future businesses will look like

The arrival of AI is fundamentally re-shaping industries. GenInnov CEO Nilesh Jasani believes investors have to update their views, and valuations, for the world’s leading memory manufacturers

AI monetisation is becoming measurable as Australian banks, businesses and data centre investment accelerate adoption, supporting productivity gains while reshaping the economy and labour market

In an era of significant disruption, everything ‘old’ needs to be questioned and re-assessed, including the concept of All-Weather stocks

Artificial intelligence is poised to change the world, but identifying who will ultimately create shareholder value out of this new technology remains a challenge, says Robert M. Almeida, Portfolio Manager and Global Investment Strategist MFS Investment Management

Mike Fox, Head of Equities at Royal London Asset Management, argues labeling AI a ‘bubble’ is not doing investors any favours. Better to keep an open mind