GEN AI

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

Aug 13 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

Jul 30 2026


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

Jul 29 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

Jul 27 2026


Previous Stories

Part Three: Generative AI, Investing in the 21st Century Megatrend

May 14 2024

How are global Generative AI tailwinds impacting on Australian companies, and which stocks are in the sweet-spot to benefit?


Part Two: Generative AI, Investing in the 21st Century Megatrend

May 09 2024

A Megatrend like Generative AI creates an appealing top-down narrative, but how do investors understand the scope and size of the Generative AI market, alongside the opportunities versus the risks?


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