GEN AI

NextDC’s contract utilisation and capex update highlights potential to far exceed FY25 numbers

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

Dec 10 2025


U308 markets remain becalmed into year end, while the nuclear and AI industries make a move to develop frameworks for collaboration

Dec 09 2025

While transformative for society, many new technologies shift economic value from producers to consumers, resulting in lower-than-average profit margins.

Dec 08 2025


Previous Stories

Infratil’s Growing (Undervalued) Digital Exposure

Sep 10 2025

Exciting growth opportunities abound for New-Zealand based infrastructure play Infratil. Management has consistently generated value for shareholders over time


Dicker Data: Asia, SMBs, Margins & AI Megatrend

Sep 05 2025

Interim results and 2025 guidance for Dicker Data pleased. A recovery in SMB business spending could present upside risk for margins


‘Colossal’ Tech Spending & The Multiplier Effect

Aug 28 2025

Colossal Tech spending may not merely be a factor but instead the factor in forecasting the US economy


Relax, Goodman’s Playing The Long Game

Aug 25 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


Roaring Twenties 2.0: AI & Clean-Energy Transformations Shaping Global Markets

Aug 11 2025

AI and clean energy investing are starting a new, exciting time that feels like the ‘Roaring Twenties 2.0’. A guide about smart ways to invest, how the market can change, and good options for the future


The AI Productivity Boom No One Is Talking About

Jul 31 2025

The AI productivity revolution is already underway, but investors who focus on capturing the investment potential solely through tech companies and infrastructure providers may miss the bigger opportunity.


Australia Has Truly Joined The Data Centre Race

Jul 17 2025

Australia is well and truly catching up on investments into AI supporting data centre infrastructure. Is there also an ambition to become a regional powerhub for this emerging technology megatrend?


Strength To ‘AI’ Strength For Pro Medicus

Jul 10 2025

Pro Medicus shares surge on major contract wins and growing AI momentum, reinforcing its position as a high-margin healthcare tech leader against a background of eternal valuation debate


Rudi’s View: The Megatrend You Simply Cannot Ignore

Jul 09 2025

In this week’s Weekly Insights: -The Megatrend You Simply Cannot Ignore -FNArena Talks -Ask FNArena By Rudi Filapek-Vandyck, Editor The…


Investing In AI & Growth; A Personal Experience

Jul 07 2025

A personal experience about picking winners in today’s emerging megatrends



Analyse The Market From A Different Angle