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
The AI Productivity Boom No One Is Talking About
Jul 31 2025
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 Has Truly Joined The Data Centre Race
Jul 17 2025
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?
Strength To ‘AI’ Strength For Pro Medicus
Jul 10 2025
Pro Medicus shares surge on major contract wins and growing AI momentum, reinforcing its position as a high-margin healthcare tech leader against a background of eternal valuation debate
Rudi’s View: The Megatrend You Simply Cannot Ignore
Jul 09 2025
In this week’s Weekly Insights: -The Megatrend You Simply Cannot Ignore -FNArena Talks -Ask FNArena By Rudi Filapek-Vandyck, Editor The…
Investing In AI & Growth; A Personal Experience
Jul 07 2025
A personal experience about picking winners in today’s emerging megatrends
Rudi’s View: Dicker Data (Stock In Focus)
Jul 02 2025
In this week’s Weekly Insights: -Dicker Data; Megatrends Without Covid-Lockdowns-Ask FNArena By Rudi Filapek-Vandyck, Editor This week marks the end…
Uranium Week: AI Tech Fuses With Nuclear
Jul 01 2025
Positive news continued to flow for both the spot U308 price and support for the US and global nuclear power industry as big tech continues to flex its muscles
Australia’s Digital Infrastructure Opportunity
Jun 23 2025
Australia’s safe and stable backdrop makes it a target for data centre development in the Asia Pacific region, as the positive news keeps rolling on
FNArena Visits NextDC’s S3 Data Centre
Jun 19 2025
FNArena received a bird’s eye view on what it takes to develop critical infrastructure for Australia’s growing demand for cloud computing and AI
Rudi’s View: Macquarie Technology (Stock In Focus)
Jun 18 2025
In Weekly Insights this week: -Macquarie Technology’s Integrated Data Centre Services-FNArena Talks By Rudi Filapek-Vandyck, Editor Small cap stocks in…
