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
Amazing Nvidia Has Fans & Critics In Awe
May 27 2024
Nvidia didn’t save the markets, but it did silence the naysayers, for now. What may possibly lay ahead?
Part Three: Generative AI, Investing in the 21st Century Megatrend
May 14 2024
How are global Generative AI tailwinds impacting on Australian companies, and which stocks are in the sweet-spot to benefit?
Part Two: Generative AI, Investing in the 21st Century Megatrend
May 09 2024
A Megatrend like Generative AI creates an appealing top-down narrative, but how do investors understand the scope and size of the Generative AI market, alongside the opportunities versus the risks?
Rudi’s View: Opportunity In Data Centres
May 08 2024
Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment…
Generative AI, Investing In The 21st Century Megatrend, Part One
May 02 2024
Fierce rallies in technology related share prices are eliciting calls of a new investment bubble a la Nasdaq 2000, but are such fears justified?
Uranium Week: Nuclear Power And AI
Apr 30 2024
The extensive power required to run AI models at data centres has brought nuclear energy clearly into focus
Is AI All It’s Cracked Up To Be?
Apr 10 2024
AI is a game-changer, analysts agree, but there remain questions over predicted productivity gains, potential job losses, costs, power requirements and how long AI adoption will take
Rise Of The Machines: AI Has Arrived
Nov 16 2023
There is no disagreement AI is here and is about to explode into our lives. As for how long it will take to change the world is up for debate, and not all implications are positive
Rudi’s View: Bull, Bear & Bubble; AI Is The New Kingmaker
Jun 07 2023
In This Week’s Weekly Insights: -Bull, Bear & Bubble; AI Is The New Kingmaker-No Weekly Insights Next Week-Undiscovered Jewel –…
Healthcare Meets Technology: A New Age
May 31 2023
AI has its supporters and its critics, but one area in which AI can be a force for good is healthcare
