GEN AI

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

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

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”

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

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

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

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

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 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 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?