GEN AI
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
Aug 11 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.
Jul 31 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?
Jul 17 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
Jul 10 2025
Previous Stories
Part Three: Generative AI, Investing in the 21st Century Megatrend
May 14 2024
How are global Generative AI tailwinds impacting on Australian companies, and which stocks are in the sweet-spot to benefit?
Part Two: Generative AI, Investing in the 21st Century Megatrend
May 09 2024
A Megatrend like Generative AI creates an appealing top-down narrative, but how do investors understand the scope and size of the Generative AI market, alongside the opportunities versus the risks?
Rudi’s View: Opportunity In Data Centres
May 08 2024
Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment…
Generative AI, Investing In The 21st Century Megatrend, Part One
May 02 2024
Fierce rallies in technology related share prices are eliciting calls of a new investment bubble a la Nasdaq 2000, but are such fears justified?
Uranium Week: Nuclear Power And AI
Apr 30 2024
The extensive power required to run AI models at data centres has brought nuclear energy clearly into focus
Is AI All It’s Cracked Up To Be?
Apr 10 2024
AI is a game-changer, analysts agree, but there remain questions over predicted productivity gains, potential job losses, costs, power requirements and how long AI adoption will take
Rise Of The Machines: AI Has Arrived
Nov 16 2023
There is no disagreement AI is here and is about to explode into our lives. As for how long it will take to change the world is up for debate, and not all implications are positive
Rudi’s View: Bull, Bear & Bubble; AI Is The New Kingmaker
Jun 07 2023
In This Week’s Weekly Insights: -Bull, Bear & Bubble; AI Is The New Kingmaker-No Weekly Insights Next Week-Undiscovered Jewel –…
Healthcare Meets Technology: A New Age
May 31 2023
AI has its supporters and its critics, but one area in which AI can be a force for good is healthcare
Analyse The Market From A Different Angle
Latest News
| 1 |
ASX Winners And Losers Of Today – 11-08-25Aug 11 2025 - Daily Market Reports |
| 2 |
FNArena Corporate Results Monitor – 11-08-2025Aug 11 2025 - Australia |
| 3 |
Australian Listed Real Estate Tables – 11-08-2025Aug 11 2025 - Weekly Reports |
| 4 |
Roaring Twenties 2.0: AI & Clean-Energy Transformations Shaping Global MarketsAug 11 2025 - International |
| 5 |
Monthly Listed Investment Trust Report – Aug 2025Aug 11 2025 - Australia |