GEN AI
NextDC’s latest results positively surprised with records set as the data centres operator continues to capture the massive AI-tailwinds of infrastructure demand and investment
Mar 13 2026
Interim results were well received against a backdrop of multiple moving parts and changes, while WiseTech’s growth and strategy update has boosted analysts’ confidence
Mar 11 2026
FY25 results for Dicker Data slightly disappointed investors, mainly due to a new dividend payout strategy, but management anticipates significant AI-related growth opportunities
Mar 09 2026
Life360’s share price has been unceremoniously shellacked on a multi-factor set of circumstances, not helped by updated 2026 guidance
Mar 05 2026
Previous Stories
Video: FNArena Editor On 2025 ASX Bear Market
Dec 19 2025
We asked, you sent in your questions, then we sat down for one final video session to close off 2025. With AI summary for a quick read
No Respite For NextDC (Amidst General Inertia)
Dec 10 2025
NextDC’s contract utilisation and capex update highlights potential to far exceed FY25 numbers
Will AI Make Us Lazy Investors?
Dec 10 2025
The temptation to outsource investment decisions is real, but is it the right thing to do? Author and media commentator Tracy Sheen shares her thoughts
Uranium Week: AI And Nuclear Converge
Dec 09 2025
U308 markets remain becalmed into year end, while the nuclear and AI industries make a move to develop frameworks for collaboration
Technological Evolution And Financial Cycles: How AI Fits In
Dec 08 2025
While transformative for society, many new technologies shift economic value from producers to consumers, resulting in lower-than-average profit margins.
Rudi’s View: This Too Shall Pass
Dec 03 2025
My final Weekly Insights for 2025
FY26 Gentrack’s Show-Me-The-Money Moment
Dec 01 2025
Gentrack’s FY25 results calmed investor concerns with the future stock re-rating reliant on converting a robust pipeline to new contract wins, albeit delayed
Rudi’s View: Un-Bubbling The AI Bubble Talk
Nov 27 2025
Cool-headed expert voices are pushing back against the scaremongering narratives around irrational exuberance and AI excitement pushing equities into a bubble-like environment
AI’s Growth Meets Costs, Scale And Bottlenecks
Nov 20 2025
Artificial intelligence is the most significant change to humanity in the 21st Century but the complexity, scale and needs for the technology create both opportunities and risks
Rudi’s View: New Trends & Recurring Anxieties
Nov 12 2025
In this week’s Weekly Insights:
-New Trends & Recurring Anxieties
-FNArena Talks
