GEN AI

Interim results and 2025 guidance for Dicker Data pleased. A recovery in SMB business spending could present upside risk for margins

Colossal Tech spending may not merely be a factor but instead the factor in forecasting the US economy

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

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

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 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?

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

In this week’s Weekly Insights: -The Megatrend You Simply Cannot Ignore -FNArena Talks -Ask FNArena By Rudi Filapek-Vandyck, Editor The…

A personal experience about picking winners in today’s emerging megatrends

In this week’s Weekly Insights: -Dicker Data; Megatrends Without Covid-Lockdowns-Ask FNArena By Rudi Filapek-Vandyck, Editor This week marks the end…