GEN AI

In this week’s Weekly Insights:

-Tech1 Delivers AI First
-Trade Tension Flares Up? UBS Responds

CommBank’s transition to the cloud is symbolic of the systemic shifts across enterprises as they position in the cloud for the AI era

AI investment has collided with a technology stock market melt-up prompting a cri-de-coeur of ‘bubble’

Infratil outlined ambitious plans at its recent investor day. A subsequent data centre contract win and AUKUS anticipation raised market expectations further

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

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

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