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
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
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
Analyse The Market From A Different Angle
Latest News
| 1 | ASX Winners And Losers Of Today – 20-05-266:35 PM - Daily Market Reports |
| 2 | AI Anxiety Continues Post Xero’s Strong Result1:53 PM - Australia |
| 3 | Material Matters: Oil, Gold & Lithium11:00 AM - Commodities |
| 4 | Weekly Update On LICs & LITs – 19-May-202610:45 AM - Weekly Reports |
| 5 | Technical Views On Nasdaq, ASX200 & Oil10:30 AM - Technicals |