GEN AI

‘Bubble’ or mostly ‘misunderstood’? The debate about the AI megatrend rages on with plenty of oomph and gusto — globally.

Nov 05 2025

Australia’s general insurance sector faces its biggest threat in decades as AI-powered ‘agentic commerce’ threatens to bypass established brands entirely, forcing billions in defensive technology spending

Nov 03 2025


Hyperscalers’ ambitious capital spending on generative AI projects represents a once-in-a-decade cycle, ClearBridge Investments suggests

Oct 27 2025

GenInnov Global Innovation Fund founder Nilesh Jasani counters today’s doom and gloom environment when it comes to AI and the next technological revolution is primarily the result of lazy and ignorant commentary. Investors beware!

Oct 24 2025


Previous Stories

Infratil’s Growing (Undervalued) Digital Exposure

Sep 10 2025

Exciting growth opportunities abound for New-Zealand based infrastructure play Infratil. Management has consistently generated value for shareholders over time


Dicker Data: Asia, SMBs, Margins & AI Megatrend

Sep 05 2025

Interim results and 2025 guidance for Dicker Data pleased. A recovery in SMB business spending could present upside risk for margins


‘Colossal’ Tech Spending & The Multiplier Effect

Aug 28 2025

Colossal Tech spending may not merely be a factor but instead the factor in forecasting the US economy


Relax, Goodman’s Playing The Long Game

Aug 25 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


Roaring Twenties 2.0: AI & Clean-Energy Transformations Shaping Global Markets

Aug 11 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


The AI Productivity Boom No One Is Talking About

Jul 31 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.


Australia Has Truly Joined The Data Centre Race

Jul 17 2025

Australia is well and truly catching up on investments into AI supporting data centre infrastructure. Is there also an ambition to become a regional powerhub for this emerging technology megatrend?


Strength To ‘AI’ Strength For Pro Medicus

Jul 10 2025

Pro Medicus shares surge on major contract wins and growing AI momentum, reinforcing its position as a high-margin healthcare tech leader against a background of eternal valuation debate


Rudi’s View: The Megatrend You Simply Cannot Ignore

Jul 09 2025

In this week’s Weekly Insights: -The Megatrend You Simply Cannot Ignore -FNArena Talks -Ask FNArena By Rudi Filapek-Vandyck, Editor The…


Investing In AI & Growth; A Personal Experience

Jul 07 2025

A personal experience about picking winners in today’s emerging megatrends



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