Selling in public markets and tumbling tech equity valuations are not telling the full GenAI story, as private markets and China power on

Pro Medicus continues to win contacts at an accelerating pace, leaving brokers to raise targets on a promising outlook and simultaneously question a demanding valuation

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

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

Pro Medicus’ growth story is far from over. How should investors deal with the valuation challenge of one of Australia’s premium growth companies?

Unwanted media attention has led to an earnings downgrade for WiseTech Global, but analysts have taken the opportunity to reassess valuations and significantly lift target prices

New research highlights WiseTech Global’s software will be in demand to help supply chains recover and meet new e-commerce requirements

Behind the Gen.Ai megatrend is the growing demand for data centres with major news making events putting the sector back into the spotlight, alongside the adjacent industries being swept up in the infrastructure build out

Valuing a major infrastructure developer and operator with a growth tilt to generative artificial intelligence has caused some speed, or value humps for investors. What matters when it comes to assessing the case for a burgeoning data centre behemoth

Weekly Broker Wrap: US millionaires multiplying, inflation in China and Japan; ECB rate cuts; unaffordable housing in the USA; and tracking technology software