GEN AI

Artificial intelligence remains a polarising subject, but Australia is strategically well positioned to benefit. So, how should investors be positioned in the AI cycle?

Oct 01 2026

As Alpha HPA builds its new plant in Gladstone, AI investment is opening new semiconductor and thermal management markets

Sep 28 2026


After materially and persistently underperforming Hub24, Netwealth is turning to AI-powered adviser productivity through its Paradino acquisition

Sep 22 2026

Dicker Data’s record backlog, accelerating AI sales and expanding software business have prompted substantial upgrades to earnings forecasts

Sep 09 2026


Previous Stories

ASIC Watch: AI Governance As Board Priority

Sep 07 2026

This story analyses ASIC and APRA regulatory priorities affecting major banks, general insurers, wealth platforms, buy-now-pay-later providers, and unlisted fund governance


NextDC’s $1bn Profit By FY30

Sep 03 2026

After three years of heavy data centre investment, NextDC has reached an inflection point from which earnings are set to accelerate


Book Excerpt: The AI Instinct

Aug 27 2026

Excerpt from The AI Instinct: The Future of AI and Human Decision-Making by Rana Gujral


Treasure Chest: REA Group

Aug 19 2026

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


Car Group Confidence Counters Market Fears

Aug 13 2026

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


AI Infrastructure: From Capex To Productivity

Jul 30 2026

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


AI To Transform Asset Management

Jul 29 2026

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


The Second Death Of SaaS

Jul 27 2026

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


Is DRAM At A Permanently Higher Plateau?

Jul 23 2026

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’s Show Me The Money Moment

Jul 22 2026

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



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