GEN AI

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

Enterprise software is undergoing its most significant reset in a generation. Franklin Equity believes investors who treat software as a uniform asset class will make costly mistakes

SaaS company TechnologyOne posted a slight revenue miss in its first half, but brokers shrug this off, focussing on the company’s AI software

A strategic simplification of Infratil’s corporate structure is paving the way for stronger growth from CDC and Longroad Energy’s renewables platform amid rising AI demand

Investors should draw more confidence about the AI infrastructure boom from Nvidia’s latest quarterly update, Janus Henderson argues

Strong momentum in North American gaming operations, plus improving AI-driven productivity gains and resilient earnings growth, helped ease concerns around softer social casino trends, AI disruption and US casino demand for Aristocrat Leisure

AI is changing the world in many more ways than investors might realise. Time to adjust investment strategies, argues MFS’ Robert M. Almeida

Xero’s strong FY26 result highlighted accelerating US growth, Melio momentum and expanding AI capabilities, while investor concerns around AI disruption and competition weighed on sentiment

Megaport’s AI positioning strengthens following to contract wins by recently acquired infrastructure-as-a-service provider Latitude

This weeks’s thematic, the AI megatrend that continues to offer considerable tailwinds for those companies in the slip stream of build out and refurbishment demand