GEN AI

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

Mar 13 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

Mar 11 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

Mar 09 2026

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

Mar 05 2026


Previous Stories

Rudi’s View: AI Boom Reveals Our Inner Bias

Oct 01 2025

A strong rise in price does not by default mean irrational investors have created an unsustainable bubble, or that a sharp price reversal is but the sole logical outcome, inevitably, and just around the next bend in the relentless up-trend


ESG Focus: The Little Big Things – 23-09-2025

Sep 29 2025

Little Big Things focuses on some of today’s biggest ESG issues, from challenges around Data Centre growth, to emissions targets and sustainable seafood


Treasure Chest: Megaport

Sep 23 2025

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is Megaport


OpenAI: Tech Boom, Bubble & Disruption

Sep 18 2025

OpenAI represents a suite of opportunities and risks for Big Tech and investors as AI adoption is changing the world as we know it


The Quiet Revolution: How AI And Embedded Finance Are Rewiring Australian Money

Sep 18 2025

Australia’s Big Four banks face their biggest existential threat since deregulation; fintech companies systematically stealing customer relationships and turning banks into commoditized “dumb pipes”


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



Analyse The Market From A Different Angle