GEN AI

By Rudi Filapek-Vandyck, Editor The race to become the world’s largest company by market capitalisation is now decided by day-to-day…

Jun 11 2025

Despite a slight miss against FY25 earnings guidance expectations, Goodman Group’s third quarter operational update signaled growth ahead

Jun 03 2025


President Trump’s latest executive orders have charged the demand dynamics for uranium, while short interests in Australian stocks have yet to budge

May 27 2025

Updated sector analysis and forecasts suggest fears of the demise of data centre stocks and the GenAI revolution are overblown

May 22 2025


Previous Stories

How Big The AI Boost For Harvey Norman?

Sep 03 2024

Harvey Norman’s FY24 sales performance was disappointing when compared to peers. But as cost of living pressures ease, the retailer is placing great faith in the AI revolution


In Brief: Gen.Ai & Star Stocks Shine This Week

Aug 16 2024

Weekly Broker Wrap: Reporting season rumbles on with the winners taking a victory lap; Pro Medicus flexes its reliable muscles; Temple & Webster delivers margins and market share; Ai PCs, the potential growth driver for JB HiFi


Treasure Chest: JB Hi-Fi

Jul 23 2024

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is JB Hi-Fi


Rudi’s View: Traditional Value Is A Flawed Narrative

Jun 26 2024

The decade past has challenged the narrative that buying ‘cheaply’ priced equities are a starting point for guaranteed success. Why would the decade ahead be any different?


ESG Focus: Do Data Centres Threaten ESG Targets?

Jun 24 2024

Will Investors, data centre developers and operators be forced to tackle the challenges and opportunities arising from increased cooling demand and energy use in our generative Ai world?


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?



Analyse The Market From A Different Angle