GEN AI
Xero’s latest presentation addressed central concerns around AI monetisation, disruption and a stronger growth outlook for recently acquired Melio, but markets globally are in the grip of collective AI disruption angst
Feb 05 2026
NZ-based Microcap Blackpearl is seeking greatness by marketing its AI-based solutions to SMEs in the USA
Jan 29 2026
Ongoing AI development is creating a supply shock that simply cannot be circumvented or avoided in 2026, GenInnov CEO Nilesh Jasani explains
Jan 15 2026
The development of humanoid robots is moving more mainstream, yet the household deployment could be 20-years away
Dec 19 2025
Previous Stories
Rudi’s View: The AI Promise Is Broadening
Jun 11 2025
By Rudi Filapek-Vandyck, Editor The race to become the world’s largest company by market capitalisation is now decided by day-to-day…
Goodman Group Revels In Data Centres Hot Seat
Jun 03 2025
Despite a slight miss against FY25 earnings guidance expectations, Goodman Group’s third quarter operational update signaled growth ahead
Uranium Week: Trump’s Agressive Nuclear Push
May 27 2025
President Trump’s latest executive orders have charged the demand dynamics for uranium, while short interests in Australian stocks have yet to budge
AI Investments Fuel Australia’s Data Centre Future
May 22 2025
Updated sector analysis and forecasts suggest fears of the demise of data centre stocks and the GenAI revolution are overblown
DUG Technology’s Multiple Growth Levers
May 09 2025
Third quarter results for DUG Technology impressed and brokers remain upbeat given a full order book and building international momentum
Megaport’s Quest Of Data Centre Agnostic Growth
Apr 03 2025
Post February interim results, analysts are warming to the operational outlook for Megaport
The GenAI Arms Race Is Just Getting Started
Mar 19 2025
Selling in public markets and tumbling tech equity valuations are not telling the full GenAI story, as private markets and China power on
A New Capital Cycle Is Driving US Exceptionalism
Mar 10 2025
Economic forecasting is challenging, but understanding the capital cycle can help, suggests MFS’ Robert M. Almeida
China’s ‘Sputnik Moment’
Feb 21 2025
China’s AI breakthrough already has made its mark across global financial markets, Federated Hermes’ James Cook reports
Temple & Webster Embraces The Future
Feb 20 2025
An exceptional earnings beat from Temple & Webster was driven by a simultaneous increase in both revenue and margins, with a little help from AI
