GEN AI

NextDC’s contract utilisation and capex update highlights potential to far exceed FY25 numbers

The temptation to outsource investment decisions is real, but is it the right thing to do? Author and media commentator Tracy Sheen shares her thoughts

U308 markets remain becalmed into year end, while the nuclear and AI industries make a move to develop frameworks for collaboration

While transformative for society, many new technologies shift economic value from producers to consumers, resulting in lower-than-average profit margins.

My final Weekly Insights for 2025

Gentrack’s FY25 results calmed investor concerns with the future stock re-rating reliant on converting a robust pipeline to new contract wins, albeit delayed

Cool-headed expert voices are pushing back against the scaremongering narratives around irrational exuberance and AI excitement pushing equities into a bubble-like environment

Artificial intelligence is the most significant change to humanity in the 21st Century but the complexity, scale and needs for the technology create both opportunities and risks

In this week’s Weekly Insights:

-New Trends & Recurring Anxieties
-FNArena Talks

REA Group’s September quarter results broadly met expectations, though investors continue to question management over competition and AI-related risks