GEN AI
Car Group’s market update was unspectacular in isolation, but sparked a strong rally as sentiment and market positioning had feared a much weaker outcome
Aug 13 2026
Despite growing investor scepticism, analysts believe the next phase of the AI investment cycle will be driven by productivity gains, data centre expansion and a widening group of ASX-listed beneficiaries
Jul 30 2026
A global study has found asset managers around the world are preparing for AI to transform all aspects of their businesses
Jul 29 2026
SaaS is most definitely dead and buried, argues GenInnov CEO Nilesh Jasani. Now the industry, and the world at large, must find out what sustainable future businesses will look like
Jul 27 2026
Previous Stories
Aristocrat’s Ongoing Double-Digit Growth Promise
May 21 2026
Strong momentum in North American gaming operations, plus improving AI-driven productivity gains and resilient earnings growth, helped ease concerns around softer social casino trends, AI disruption and US casino demand for Aristocrat Leisure
AI, Inflation, And Stock Selection
May 21 2026
AI is changing the world in many more ways than investors might realise. Time to adjust investment strategies, argues MFS’ Robert M. Almeida
AI Anxiety Continues Post Xero’s Strong Result
May 20 2026
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
Latitude Contracts Transform Megaport’s Outlook
May 19 2026
Megaport’s AI positioning strengthens following to contract wins by recently acquired infrastructure-as-a-service provider Latitude
In Brief: SKS Technologies, Adrad & Shape
May 15 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
Rudi’s View: AI Is Making A Come-Back
May 13 2026
Healthcare remains under pressure, and troubled CSL is not helping, but the market is warming yet again to future AI beneficiaries
Capital Markets: How AI Is Changing The Game
May 08 2026
Capital markets are changing with tectonic plates shifting at their greatest velocity for the past 40 years
Artificial Intelligence: Here, There & Everywhere
May 07 2026
FNArena’s latest AI deep dive reflects on the acceleration in spend, which companies are benefiting, and how AI is impacting productivity and sectors
The Great Rotation: End Of Easy Compounding
May 04 2026
As AI is creating a new world, financial markets are poised for change too, and well-diversified, active managers might find themselves in the new sweet spot, T. Rowe Price argues
AI’s Power Demand Is Rewiring Global Markets
Apr 27 2026
Analysts are increasingly toying with the idea that the AI infrastructure build out might just herald the next super cycle for commodities
