GEN AI

Excerpt from The AI Instinct: The Future of AI and Human Decision-Making by Rana Gujral

Aug 27 2026

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is REA Group

Aug 19 2026


Car Group’s market update was unspectacular in isolation, but sparked a strong rally as sentiment and market positioning had feared a much weaker outcome

Aug 13 2026

Despite growing investor scepticism, analysts believe the next phase of the AI investment cycle will be driven by productivity gains, data centre expansion and a widening group of ASX-listed beneficiaries

Jul 30 2026


Previous Stories

AI To Transform Asset Management

Jul 29 2026

A global study has found asset managers around the world are preparing for AI to transform all aspects of their businesses


The Second Death Of SaaS

Jul 27 2026

SaaS is most definitely dead and buried, argues GenInnov CEO Nilesh Jasani. Now the industry, and the world at large, must find out what sustainable future businesses will look like


Is DRAM At A Permanently Higher Plateau?

Jul 23 2026

The arrival of AI is fundamentally re-shaping industries. GenInnov CEO Nilesh Jasani believes investors have to update their views, and valuations, for the world’s leading memory manufacturers


AI’s Show Me The Money Moment

Jul 22 2026

AI monetisation is becoming measurable as Australian banks, businesses and data centre investment accelerate adoption, supporting productivity gains while reshaping the economy and labour market


Rudi’s View: All-Weathers In The Age Of Disruption

Jul 22 2026

In an era of significant disruption, everything ‘old’ needs to be questioned and re-assessed, including the concept of All-Weather stocks


AI Dilemma: Value Creation Versus Value Capture

Jul 16 2026

Artificial intelligence is poised to change the world, but identifying who will ultimately create shareholder value out of this new technology remains a challenge, says Robert M. Almeida, Portfolio Manager and Global Investment Strategist MFS Investment Management


AI: It Is And Isn’t A Bubble

Jul 14 2026

Mike Fox, Head of Equities at Royal London Asset Management, argues labeling AI a ‘bubble’ is not doing investors any favours. Better to keep an open mind


Silicon Shock: The Macro Of Tech Inflation

Jul 13 2026

Technology is no longer the world’s deflationary force, highlights GenInnov CEO Nilesh Jasani. That fundamental reversal is reshaping the world as we think we know it


The AI Backdoor Financial Institutions Need To Close

Jul 09 2026

Financial institutions using AI without proper monitoring risk being exposed to unintended consequences, warns Jason Duerden, Area Vice President ANZ at SentinelOne


Rudi’s View: AI To The Rescue

Jun 25 2026

In today’s edition: AI To The Rescue; All-Weather Or Not?; RBC Likes Zip Co



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