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

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


The AI Capital Cycle Is Splitting The Market

Jun 19 2026

Markets are using a hammer where a scalpel is most appropriate, MFS’ Robert Almeida argues, offering active investors with opportunity among AI losers and beneficiaries.


In Brief: Sims, EchoIQ & CleanSpace

Jun 19 2026

This weeks In Brief captures companies benefitting from the AI data centre buildout and commodities cycle, with EchoIQ leading an AI platform for under-diagnosed cardiovascular disease


Flight Centre To Regain Altitude

Jun 18 2026

The Middle East conflict has significantly impacted the travel industry, and Flight Centre Travel is no exception. Peace, if that’s what it is, should drive a return to solid growth


AI Helps Accelerate Wesfarmers’ Ambitions

Jun 12 2026

Wesfarmers’ Strategy Day highlighted growth in retail categories and digitalisation through AI adoption


Lottery Corp Bets On Digital

Jun 11 2026

Lottery Corp’s digital-led transformation is centred on product innovation, customer engagement and data-driven growth. Analysts see significant earnings upside


Rudi’s View: Market Momentum & Investor Dilemmas

Jun 10 2026

Are markets fundamentally changing? If so, investors might need to change their approach and strategy too


AI, Data Centres Fire Up Dicker Data’s Growth

Jun 02 2026

Strong trading momentum, accelerating data centre investment and growing AI-related demand strengthen broker confidence in Dicker Data. Second-half supply and demand risks are also noted


Goodman Group Confident Of Contracts Flowing

Jun 01 2026

The market wanted an upgrade and fresh leasing announcements. Goodman Group’s Q3 update didn’t deliver. Analysts remain positive on the group’s expanding data centre pipeline, pricing power and long-term exposure to AI-driven demand



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