GEN AI
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
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
Oct 08 2026
Wesfarmers offers resilience and quality management to execute through the macro cycle, with digital and agentic levers supporting FY28 earnings acceleration
Oct 07 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?
Oct 01 2026
Previous Stories
Uranium Week: Trump’s Agressive Nuclear Push
May 27 2025
President Trump’s latest executive orders have charged the demand dynamics for uranium, while short interests in Australian stocks have yet to budge
AI Investments Fuel Australia’s Data Centre Future
May 22 2025
Updated sector analysis and forecasts suggest fears of the demise of data centre stocks and the GenAI revolution are overblown
DUG Technology’s Multiple Growth Levers
May 09 2025
Third quarter results for DUG Technology impressed and brokers remain upbeat given a full order book and building international momentum
Megaport’s Quest Of Data Centre Agnostic Growth
Apr 03 2025
Post February interim results, analysts are warming to the operational outlook for Megaport
The GenAI Arms Race Is Just Getting Started
Mar 19 2025
Selling in public markets and tumbling tech equity valuations are not telling the full GenAI story, as private markets and China power on
A New Capital Cycle Is Driving US Exceptionalism
Mar 10 2025
Economic forecasting is challenging, but understanding the capital cycle can help, suggests MFS’ Robert M. Almeida
China’s ‘Sputnik Moment’
Feb 21 2025
China’s AI breakthrough already has made its mark across global financial markets, Federated Hermes’ James Cook reports
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
