GEN AI
Post February interim results, analysts are warming to the operational outlook for Megaport
Apr 03 2025
Selling in public markets and tumbling tech equity valuations are not telling the full GenAI story, as private markets and China power on
Mar 19 2025
Economic forecasting is challenging, but understanding the capital cycle can help, suggests MFS’ Robert M. Almeida
Mar 10 2025
China’s AI breakthrough already has made its mark across global financial markets, Federated Hermes’ James Cook reports
Feb 21 2025
Previous Stories
Rudi’s View: GenAi, The Super-Megatrend, Part 2
Jun 20 2024
Part Two of this week’s deep dive into GenAi for Australian investors
Rudi’s View: GenAi, The Super-Megatrend, Part 1
Jun 19 2024
Part One of a deep dive into GenAi, the modern day industrial revolution
A Bite Of The “Refreshed” Apple
Jun 14 2024
Apple Intelligence has arrived and with it a whole new narrative around the extraordinary growth in market capitalisation and earnings being driven by generative Ai; what did Apple actually reveal to the market?
Amazing Nvidia Has Fans & Critics In Awe
May 27 2024
Nvidia didn’t save the markets, but it did silence the naysayers, for now. What may possibly lay ahead?
Part Three: Generative AI, Investing in the 21st Century Megatrend
May 14 2024
How are global Generative AI tailwinds impacting on Australian companies, and which stocks are in the sweet-spot to benefit?
Part Two: Generative AI, Investing in the 21st Century Megatrend
May 09 2024
A Megatrend like Generative AI creates an appealing top-down narrative, but how do investors understand the scope and size of the Generative AI market, alongside the opportunities versus the risks?
Rudi’s View: Opportunity In Data Centres
May 08 2024
Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment…
Generative AI, Investing In The 21st Century Megatrend, Part One
May 02 2024
Fierce rallies in technology related share prices are eliciting calls of a new investment bubble a la Nasdaq 2000, but are such fears justified?
Uranium Week: Nuclear Power And AI
Apr 30 2024
The extensive power required to run AI models at data centres has brought nuclear energy clearly into focus
Is AI All It’s Cracked Up To Be?
Apr 10 2024
AI is a game-changer, analysts agree, but there remain questions over predicted productivity gains, potential job losses, costs, power requirements and how long AI adoption will take
