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

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


DeepSeek Fuels AI Technology Advances

Feb 06 2025

The pace of artificial intelligence innovation was reinforced with DeepSeek and it’s all systems go with software and hardware working in combination


DeepSeek & More AI Excitement For 2025

Jan 28 2025

The rapid pace of AI evolution continues, what’s new, and which sectors/stocks are in focus


Looking For Durable, Needle-Moving Growth In AI

Jan 13 2025

Paul Greene, portfolio manager, US equities at T. Rowe Price, advocates investors should refine their approach to AI and growth stocks investing this year


The 2024 Gen.Ai Xmas Special, Incl 2025 Outlook

Dec 12 2024

A Christmas special with a deep dive into why Generative Ai remains a growing tour de force for both enterprises, consumers, economies and investors. What’s in store for 2025?


Dicker Data’s Pick And Shovel AI Strategy

Dec 03 2024

New research suggests Dicker Data is set to benefit by providing tools enabling business access into the rapidly expanding generative AI market


Nuix Rises From The Ashes

Nov 08 2024

After a post IPO car crash for investors, Nuix has turned the corner as it hits its AI straps and draws comparisons to US tech stock Palantir


AGL Energy: Data Centres To The Rescue?

Nov 07 2024

Growth in electricity demand from the secular development in data centres could be the driving factor which tips in AGL Energy’s favour


Investing In The Era Of Hyper Change

Nov 06 2024

Interview: Nilesh Jasani, founder of the Geninnov Fund chatted with FNArena from Singapore about generative artificial intelligence, change and investing in innovation


Dicker Data Preps For PC Refresh Cycle Upswing

Sep 17 2024

Analysts see value in Dicker Data shares based on second quarter momentum and potential upside to PC sales



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