GEN AI
Colossal Tech spending may not merely be a factor but instead the factor in forecasting the US economy
Aug 28 2025
A non-spectacular result and guidance from Goodman Group has some worried, but brokers laud a prudent, steady-as-she-goes approach, albeit valuation is always an issue
Aug 25 2025
AI and clean energy investing are starting a new, exciting time that feels like the ‘Roaring Twenties 2.0’. A guide about smart ways to invest, how the market can change, and good options for the future
Aug 11 2025
The AI productivity revolution is already underway, but investors who focus on capturing the investment potential solely through tech companies and infrastructure providers may miss the bigger opportunity.
Jul 31 2025
Previous Stories
Goodman Group Revels In Data Centres Hot Seat
Jun 03 2025
Despite a slight miss against FY25 earnings guidance expectations, Goodman Group’s third quarter operational update signaled growth ahead
Uranium Week: Trump’s Agressive Nuclear Push
May 27 2025
President Trump’s latest executive orders have charged the demand dynamics for uranium, while short interests in Australian stocks have yet to budge
AI Investments Fuel Australia’s Data Centre Future
May 22 2025
Updated sector analysis and forecasts suggest fears of the demise of data centre stocks and the GenAI revolution are overblown
DUG Technology’s Multiple Growth Levers
May 09 2025
Third quarter results for DUG Technology impressed and brokers remain upbeat given a full order book and building international momentum
Megaport’s Quest Of Data Centre Agnostic Growth
Apr 03 2025
Post February interim results, analysts are warming to the operational outlook for Megaport
The GenAI Arms Race Is Just Getting Started
Mar 19 2025
Selling in public markets and tumbling tech equity valuations are not telling the full GenAI story, as private markets and China power on
A New Capital Cycle Is Driving US Exceptionalism
Mar 10 2025
Economic forecasting is challenging, but understanding the capital cycle can help, suggests MFS’ Robert M. Almeida
China’s ‘Sputnik Moment’
Feb 21 2025
China’s AI breakthrough already has made its mark across global financial markets, Federated Hermes’ James Cook reports
Temple & Webster Embraces The Future
Feb 20 2025
An exceptional earnings beat from Temple & Webster was driven by a simultaneous increase in both revenue and margins, with a little help from AI
DeepSeek Fuels AI Technology Advances
Feb 06 2025
The pace of artificial intelligence innovation was reinforced with DeepSeek and it’s all systems go with software and hardware working in combination
Analyse The Market From A Different Angle
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ASX Winners And Losers Of Today – 02-09-25Sep 02 2025 - Daily Market Reports |
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FNArena Corporate Results Monitor – 02-09-2025Sep 02 2025 - Australia |
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Stockland Firing On All CylindersSep 02 2025 - Australia |
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Bannerman Energy Starting Next Major RallySep 02 2025 - Technicals |
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Weekly Update On LICs & LITs – 02-Sep-2025Sep 02 2025 - Weekly Reports |