GEN AI
The global AI infrastructure boom is colliding with real-world constraints, forcing NextDC to issue a shock profit warning last week
Oct 26 2026
AI agents, tokenisation, digitalisation are knocking on traditional banking’s door, threatening to disrupt customer relationships, deposit profitability and the existing financial infrastructure
Oct 21 2026
With over a fifty-year track record and a successful history of strategic M&A-led growth, Southern Cross Electrical continues to position itself with a diverse yet complementary services offering
Oct 15 2026
Every new technology triggers scary ‘what if’ narratives, but investors should focus on the underlying dynamics of today’s AI buildout, argues Jordan Stuart, Vice President, Investment Director at Federated Hermes
Oct 09 2026
Previous Stories
Megaport’s Growth Metamorphosis Continues
Oct 08 2026
Megaport’s strategic transition to an infrastructure-as-a-service provider has been reinforced and de-risked by the latest contract wins, underpinning further growth potential
Appreciating Wesfarmers’ Quality & Resilience
Oct 07 2026
Wesfarmers offers resilience and quality management to execute through the macro cycle, with digital and agentic levers supporting FY28 earnings acceleration
History’s Blue Print For The AI Investment Cycle
Oct 01 2026
Artificial intelligence remains a polarising subject, but Australia is strategically well positioned to benefit. So, how should investors be positioned in the AI cycle?
Small Cap Alpha HPA Taps AI Boom
Sep 28 2026
As Alpha HPA builds its new plant in Gladstone, AI investment is opening new semiconductor and thermal management markets
Netwealth Adds AI To Close Gap With Hub24
Sep 22 2026
After materially and persistently underperforming Hub24, Netwealth is turning to AI-powered adviser productivity through its Paradino acquisition
AI Sales Reshape Dicker Data’s Momentum
Sep 09 2026
Dicker Data’s record backlog, accelerating AI sales and expanding software business have prompted substantial upgrades to earnings forecasts
ASIC Watch: AI Governance As Board Priority
Sep 07 2026
This story analyses ASIC and APRA regulatory priorities affecting major banks, general insurers, wealth platforms, buy-now-pay-later providers, and unlisted fund governance
NextDC’s $1bn Profit By FY30
Sep 03 2026
After three years of heavy data centre investment, NextDC has reached an inflection point from which earnings are set to accelerate
Book Excerpt: The AI Instinct
Aug 27 2026
Excerpt from The AI Instinct: The Future of AI and Human Decision-Making by Rana Gujral
Treasure Chest: REA Group
Aug 19 2026
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is REA Group
Analyse The Market From A Different Angle
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