GEN AI

Xero’s strong FY26 result highlighted accelerating US growth, Melio momentum and expanding AI capabilities, while investor concerns around AI disruption and competition weighed on sentiment

1:53 PM

Megaport’s AI positioning strengthens following to contract wins by recently acquired infrastructure-as-a-service provider Latitude

May 19 2026


This weeks’s thematic, the AI megatrend that continues to offer considerable tailwinds for those companies in the slip stream of build out and refurbishment demand

May 15 2026

Healthcare remains under pressure, and troubled CSL is not helping, but the market is warming yet again to future AI beneficiaries

May 13 2026


Previous Stories

Ai: The Dawn of the Humanoid Robot Economy

Dec 19 2025

The development of humanoid robots is moving more mainstream, yet the household deployment could be 20-years away


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



Analyse The Market From A Different Angle