GEN AI

Updated sector analysis and forecasts suggest fears of the demise of data centre stocks and the GenAI revolution are overblown

Third quarter results for DUG Technology impressed and brokers remain upbeat given a full order book and building international momentum

Post February interim results, analysts are warming to the operational outlook for Megaport

Selling in public markets and tumbling tech equity valuations are not telling the full GenAI story, as private markets and China power on

Economic forecasting is challenging, but understanding the capital cycle can help, suggests MFS’ Robert M. Almeida

China’s AI breakthrough already has made its mark across global financial markets, Federated Hermes’ James Cook reports

An exceptional earnings beat from Temple & Webster was driven by a simultaneous increase in both revenue and margins, with a little help from AI

The pace of artificial intelligence innovation was reinforced with DeepSeek and it’s all systems go with software and hardware working in combination

The rapid pace of AI evolution continues, what’s new, and which sectors/stocks are in focus

Paul Greene, portfolio manager, US equities at T. Rowe Price, advocates investors should refine their approach to AI and growth stocks investing this year