GEN AI
Exciting growth opportunities abound for New-Zealand based infrastructure play Infratil. Management has consistently generated value for shareholders over time
Sep 10 2025
Interim results and 2025 guidance for Dicker Data pleased. A recovery in SMB business spending could present upside risk for margins
Sep 05 2025
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
Previous Stories
Rudi’s View: Macquarie Technology (Stock In Focus)
Jun 18 2025
In Weekly Insights this week: -Macquarie Technology’s Integrated Data Centre Services-FNArena Talks By Rudi Filapek-Vandyck, Editor Small cap stocks in…
Rudi’s View: The AI Promise Is Broadening
Jun 11 2025
By Rudi Filapek-Vandyck, Editor The race to become the world’s largest company by market capitalisation is now decided by day-to-day…
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
Analyse The Market From A Different Angle
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