GEN AI
Colossal Tech spending may not merely be a factor but instead the factor in forecasting the US economy
Aug 28 2025
A non-spectacular result and guidance from Goodman Group has some worried, but brokers laud a prudent, steady-as-she-goes approach, albeit valuation is always an issue
Aug 25 2025
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
Previous Stories
A Bite Of The “Refreshed” Apple
Jun 14 2024
Apple Intelligence has arrived and with it a whole new narrative around the extraordinary growth in market capitalisation and earnings being driven by generative Ai; what did Apple actually reveal to the market?
Amazing Nvidia Has Fans & Critics In Awe
May 27 2024
Nvidia didn’t save the markets, but it did silence the naysayers, for now. What may possibly lay ahead?
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 –…
