GEN AI

Dicker Data’s record backlog, accelerating AI sales and expanding software business have prompted substantial upgrades to earnings forecasts

Sep 09 2026

This story analyses ASIC and APRA regulatory priorities affecting major banks, general insurers, wealth platforms, buy-now-pay-later providers, and unlisted fund governance

Sep 07 2026


After three years of heavy data centre investment, NextDC has reached an inflection point from which earnings are set to accelerate

Sep 03 2026

Excerpt from The AI Instinct: The Future of AI and Human Decision-Making by Rana Gujral

Aug 27 2026


Previous Stories

Silicon Shock: The Macro Of Tech Inflation

Jul 13 2026

Technology is no longer the world’s deflationary force, highlights GenInnov CEO Nilesh Jasani. That fundamental reversal is reshaping the world as we think we know it


The AI Backdoor Financial Institutions Need To Close

Jul 09 2026

Financial institutions using AI without proper monitoring risk being exposed to unintended consequences, warns Jason Duerden, Area Vice President ANZ at SentinelOne


Rudi’s View: AI To The Rescue

Jun 25 2026

In today’s edition: AI To The Rescue; All-Weather Or Not?; RBC Likes Zip Co


The AI Capital Cycle Is Splitting The Market

Jun 19 2026

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.


In Brief: Sims, EchoIQ & CleanSpace

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


Flight Centre To Regain Altitude

Jun 18 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


AI Helps Accelerate Wesfarmers’ Ambitions

Jun 12 2026

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


Lottery Corp Bets On Digital

Jun 11 2026

Lottery Corp’s digital-led transformation is centred on product innovation, customer engagement and data-driven growth. Analysts see significant earnings upside


Rudi’s View: Market Momentum & Investor Dilemmas

Jun 10 2026

Are markets fundamentally changing? If so, investors might need to change their approach and strategy too


AI, Data Centres Fire Up Dicker Data’s Growth

Jun 02 2026

Strong trading momentum, accelerating data centre investment and growing AI-related demand strengthen broker confidence in Dicker Data. Second-half supply and demand risks are also noted



Analyse The Market From A Different Angle