GEN AI
Behind the Gen.Ai megatrend is the growing demand for data centres with major news making events putting the sector back into the spotlight, alongside the adjacent industries being swept up in the infrastructure build out
10:30 AM
Contrary to the naysayers and Gen AI “bubble” doomsters, major research houses remain upbeat, pragmatic and forward thinking on the megatrend, keeping an eye on the details for investors about what matters and where to find the winners
Sep 11 2024
Valuing a major infrastructure developer and operator with a growth tilt to generative artificial intelligence has caused some speed, or value humps for investors. What matters when it comes to assessing the case for a burgeoning data centre behemoth
Sep 09 2024
IPD Group’s FY24 earnings beat management guidance and analysts anticipate upside from organic growth and further M&A activity
Sep 06 2024
Previous Stories
Macquarie Technology: Just A Flesh Wound
Sep 05 2024
A supplier price hike is proving a setback for Macquarie Technology’s cloud services business, but increasing data centre capacity is where the value lays
How Big The AI Boost For Harvey Norman?
Sep 03 2024
Harvey Norman’s FY24 sales performance was disappointing when compared to peers. But as cost of living pressures ease, the retailer is placing great faith in the AI revolution
In Brief: Gen.Ai & Star Stocks Shine This Week
Aug 16 2024
Weekly Broker Wrap: Reporting season rumbles on with the winners taking a victory lap; Pro Medicus flexes its reliable muscles; Temple & Webster delivers margins and market share; Ai PCs, the potential growth driver for JB HiFi
Treasure Chest: JB Hi-Fi
Jul 23 2024
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is JB Hi-Fi
Rudi’s View: Traditional Value Is A Flawed Narrative
Jun 26 2024
The decade past has challenged the narrative that buying ‘cheaply’ priced equities are a starting point for guaranteed success. Why would the decade ahead be any different?
ESG Focus: Do Data Centres Threaten ESG Targets?
Jun 24 2024
Will Investors, data centre developers and operators be forced to tackle the challenges and opportunities arising from increased cooling demand and energy use in our generative Ai world?
Rudi’s View: GenAi, The Super-Megatrend, Part 2
Jun 20 2024
Part Two of this week’s deep dive into GenAi for Australian investors
Rudi’s View: GenAi, The Super-Megatrend, Part 1
Jun 19 2024
Part One of a deep dive into GenAi, the modern day industrial revolution
A Bite Of The “Refreshed” Apple
Jun 14 2024
Apple Intelligence has arrived and with it a whole new narrative around the extraordinary growth in market capitalisation and earnings being driven by generative Ai; what did Apple actually reveal to the market?
Amazing Nvidia Has Fans & Critics In Awe
May 27 2024
Nvidia didn’t save the markets, but it did silence the naysayers, for now. What may possibly lay ahead?
