GEN AI

In this week’s Weekly Insights:

-New Trends & Recurring Anxieties
-FNArena Talks

Nov 12 2025

REA Group’s September quarter results broadly met expectations, though investors continue to question management over competition and AI-related risks

Nov 11 2025


‘Bubble’ or mostly ‘misunderstood’? The debate about the AI megatrend rages on with plenty of oomph and gusto — globally.

Nov 05 2025

Australia’s general insurance sector faces its biggest threat in decades as AI-powered ‘agentic commerce’ threatens to bypass established brands entirely, forcing billions in defensive technology spending

Nov 03 2025


Previous Stories

The 2024 Gen.Ai Xmas Special, Incl 2025 Outlook

Dec 12 2024

A Christmas special with a deep dive into why Generative Ai remains a growing tour de force for both enterprises, consumers, economies and investors. What’s in store for 2025?


Dicker Data’s Pick And Shovel AI Strategy

Dec 03 2024

New research suggests Dicker Data is set to benefit by providing tools enabling business access into the rapidly expanding generative AI market


Nuix Rises From The Ashes

Nov 08 2024

After a post IPO car crash for investors, Nuix has turned the corner as it hits its AI straps and draws comparisons to US tech stock Palantir


AGL Energy: Data Centres To The Rescue?

Nov 07 2024

Growth in electricity demand from the secular development in data centres could be the driving factor which tips in AGL Energy’s favour


Investing In The Era Of Hyper Change

Nov 06 2024

Interview: Nilesh Jasani, founder of the Geninnov Fund chatted with FNArena from Singapore about generative artificial intelligence, change and investing in innovation


Dicker Data Preps For PC Refresh Cycle Upswing

Sep 17 2024

Analysts see value in Dicker Data shares based on second quarter momentum and potential upside to PC sales


Gen.Ai: Infrastructure Arms Race Powers Ahead

Sep 16 2024

Behind the Gen.Ai megatrend is the growing demand for data centres with major news making events putting the sector back into the spotlight, alongside the adjacent industries being swept up in the infrastructure build out


Gen.Ai Update: Bubble-licious Or Not?

Sep 11 2024

Contrary to the naysayers and Gen AI “bubble” doomsters, major research houses remain upbeat, pragmatic and forward thinking on the megatrend, keeping an eye on the details for investors about what matters and where to find the winners


NextDC: Building A Generative AI Future

Sep 09 2024

Valuing a major infrastructure developer and operator with a growth tilt to generative artificial intelligence has caused some speed, or value humps for investors. What matters when it comes to assessing the case for a burgeoning data centre behemoth


IPD Group’s Future Remains Electrifying

Sep 06 2024

IPD Group’s FY24 earnings beat management guidance and analysts anticipate upside from organic growth and further M&A activity



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