GEN AI

The AI Capital Cycle Is Splitting The Market

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

In Brief: Sims, EchoIQ & CleanSpace

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

Flight Centre To Regain Altitude

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

AI Helps Accelerate Wesfarmers’ Ambitions

Wesfarmers’ Strategy Day highlighted growth in retail categories and digitalisation through AI adoption

Jun 12 2026

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Analyse The Market From A Different Angle

ICARUS SIGNAL

Consensus price targets can be a useful tool to assess whether stocks are running too hard, or falling too deeply.
R-FACTOR

Relative ranking of ASX200 stocks in accordance with consensus forecasts for growth, valuation and yield.
SENTIMENT INDICATOR

Evaluate circa 400 ASX-listed stocks on the basis of High/Low expert sentiment, forecast dividend yield.

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