GEN AI
Analysts are increasingly toying with the idea that the AI infrastructure build out might just herald the next super cycle for commodities
Apr 16 2026
Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape
Apr 09 2026
AI impacts on real estate assets are expected to be multi-functional, both positive efficiency/growth as well as disruptive depending on end user demand
Apr 09 2026
Research as a Service (RaaS) hosted a webinar titled “AI in Action, How ASX Companies Are Leveraging Artificial Intelligence” with three small cap CEO’s presenting
Apr 02 2026
Previous Stories
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
Rudi’s View: Macquarie Technology (Stock In Focus)
Jun 18 2025
In Weekly Insights this week: -Macquarie Technology’s Integrated Data Centre Services-FNArena Talks By Rudi Filapek-Vandyck, Editor Small cap stocks in…
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
Analyse The Market From A Different Angle
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