GEN AI

Xero’s strong FY26 result highlighted accelerating US growth, Melio momentum and expanding AI capabilities, while investor concerns around AI disruption and competition weighed on sentiment

1:53 PM

Megaport’s AI positioning strengthens following to contract wins by recently acquired infrastructure-as-a-service provider Latitude

May 19 2026


This weeks’s thematic, the AI megatrend that continues to offer considerable tailwinds for those companies in the slip stream of build out and refurbishment demand

May 15 2026

Healthcare remains under pressure, and troubled CSL is not helping, but the market is warming yet again to future AI beneficiaries

May 13 2026


Previous Stories

Roaring Twenties 2.0: AI & Clean-Energy Transformations Shaping Global Markets

Aug 11 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


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



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