GEN AI

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

Healthcare remains under pressure, and troubled CSL is not helping, but the market is warming yet again to future AI beneficiaries

Capital markets are changing with tectonic plates shifting at their greatest velocity for the past 40 years

FNArena’s latest AI deep dive reflects on the acceleration in spend, which companies are benefiting, and how AI is impacting productivity and sectors

As AI is creating a new world, financial markets are poised for change too, and well-diversified, active managers might find themselves in the new sweet spot, T. Rowe Price argues