GEN AI
Markets are using a hammer where a scalpel is most appropriate, MFS’ Robert Almeida argues, offering active investors with opportunity among AI losers and beneficiaries.
Jun 19 2026
This weeks In Brief captures companies benefitting from the AI data centre buildout and commodities cycle, with EchoIQ leading an AI platform for under-diagnosed cardiovascular disease
Jun 19 2026
The Middle East conflict has significantly impacted the travel industry, and Flight Centre Travel is no exception. Peace, if that’s what it is, should drive a return to solid growth
Jun 18 2026
Wesfarmers’ Strategy Day highlighted growth in retail categories and digitalisation through AI adoption
Jun 12 2026
Previous Stories
Rudi’s View: Opportunity In Data Centres
May 08 2024
Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment…
Generative AI, Investing In The 21st Century Megatrend, Part One
May 02 2024
Fierce rallies in technology related share prices are eliciting calls of a new investment bubble a la Nasdaq 2000, but are such fears justified?
Uranium Week: Nuclear Power And AI
Apr 30 2024
The extensive power required to run AI models at data centres has brought nuclear energy clearly into focus
Is AI All It’s Cracked Up To Be?
Apr 10 2024
AI is a game-changer, analysts agree, but there remain questions over predicted productivity gains, potential job losses, costs, power requirements and how long AI adoption will take
Rise Of The Machines: AI Has Arrived
Nov 16 2023
There is no disagreement AI is here and is about to explode into our lives. As for how long it will take to change the world is up for debate, and not all implications are positive
Rudi’s View: Bull, Bear & Bubble; AI Is The New Kingmaker
Jun 07 2023
In This Week’s Weekly Insights: -Bull, Bear & Bubble; AI Is The New Kingmaker-No Weekly Insights Next Week-Undiscovered Jewel –…
Healthcare Meets Technology: A New Age
May 31 2023
AI has its supporters and its critics, but one area in which AI can be a force for good is healthcare
Analyse The Market From A Different Angle
Latest News
| 1 | Australian Broker Call *Extra* Edition – Jun 22, 202610:48 AM - Daily Market Reports |
| 2 | Weekly Ratings, Targets, Forecast Changes – 19-06-2610:00 AM - Weekly Reports |
| 3 | The Monday Report – 22 June 20268:37 AM - Daily Market Reports |
| 4 | Today’s Financial Calendar – 22-06-20268:15 AM - Daily Market Reports |
| 5 | The Market In Numbers – 20 Jun 2026Jun 20 2026 - Australia |