GEN AI

As Alpha HPA builds its new plant in Gladstone, AI investment is opening new semiconductor and thermal management markets

After materially and persistently underperforming Hub24, Netwealth is turning to AI-powered adviser productivity through its Paradino acquisition

Dicker Data’s record backlog, accelerating AI sales and expanding software business have prompted substantial upgrades to earnings forecasts

This story analyses ASIC and APRA regulatory priorities affecting major banks, general insurers, wealth platforms, buy-now-pay-later providers, and unlisted fund governance

After three years of heavy data centre investment, NextDC has reached an inflection point from which earnings are set to accelerate

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

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

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

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

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