GEN AI

Analysts are increasingly toying with the idea that the AI infrastructure build out might just herald the next super cycle for commodities

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

AI impacts on real estate assets are expected to be multi-functional, both positive efficiency/growth as well as disruptive depending on end user demand

Research as a Service (RaaS) hosted a webinar titled “AI in Action, How ASX Companies Are Leveraging Artificial Intelligence” with three small cap CEO’s presenting

NextDC’s latest results positively surprised with records set as the data centres operator continues to capture the massive AI-tailwinds of infrastructure demand and investment

Interim results were well received against a backdrop of multiple moving parts and changes, while WiseTech’s growth and strategy update has boosted analysts’ confidence

FY25 results for Dicker Data slightly disappointed investors, mainly due to a new dividend payout strategy, but management anticipates significant AI-related growth opportunities

Life360’s share price has been unceremoniously shellacked on a multi-factor set of circumstances, not helped by updated 2026 guidance

At times, it’s the most difficult question to answer: if it’s such a great company, how come its shares keep falling?

Transcript of Pre-February results interview by Livewire Markets