GEN AI

Markets are using a hammer where a scalpel is most appropriate, MFS’ Robert Almeida argues, offering active investors with opportunity among AI losers and beneficiaries.

Jun 19 2026

This weeks In Brief captures companies benefitting from the AI data centre buildout and commodities cycle, with EchoIQ leading an AI platform for under-diagnosed cardiovascular disease

Jun 19 2026


The Middle East conflict has significantly impacted the travel industry, and Flight Centre Travel is no exception. Peace, if that’s what it is, should drive a return to solid growth

Jun 18 2026

Wesfarmers’ Strategy Day highlighted growth in retail categories and digitalisation through AI adoption

Jun 12 2026


Previous Stories

AI In Practice: Airtasker, Kinatico & Pureprofile

Apr 02 2026

Research as a Service (RaaS) hosted a webinar titled “AI in Action, How ASX Companies Are Leveraging Artificial Intelligence” with three small cap CEO’s presenting


Market Concerns Eclipse NextDC’s Growth Outlook

Mar 13 2026

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


WiseTech Juggling AI Risks And Growth Levers

Mar 11 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


Dicker Data Counts On IT Spending, Data Centres

Mar 09 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


Life360, Growth Deferred Or Denied?

Mar 05 2026

Life360’s share price has been unceremoniously shellacked on a multi-factor set of circumstances, not helped by updated 2026 guidance


Rudi’s View: Is Higher Volatility Now A Permanent Feature?

Feb 18 2026

At times, it’s the most difficult question to answer: if it’s such a great company, how come its shares keep falling?


Rudi Interviewed: February Is Less About Earnings

Feb 12 2026

Transcript of Pre-February results interview by Livewire Markets


AI Fears Overwhelm REA’s Operational Resilience

Feb 12 2026

Brokers agree a slight consensus miss for REA Group’s first half result does not justify such weak market reaction, pointing to market concerns around AI’s potential to disrupt online portal operators


Treasure Chest: AI Risks To Insurance Brokers

Feb 11 2026

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is about AI threats to insurance brokers as new AI-digital tools launch overseas


Behind The AI Threat Narrative(s)

Feb 11 2026

Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year



Analyse The Market From A Different Angle