GEN AI
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
Megaport’s strategic transition to an infrastructure-as-a-service provider has been reinforced and de-risked by the latest contract wins, underpinning further growth potential
Oct 08 2026
Wesfarmers offers resilience and quality management to execute through the macro cycle, with digital and agentic levers supporting FY28 earnings acceleration
Oct 07 2026
Artificial intelligence remains a polarising subject, but Australia is strategically well positioned to benefit. So, how should investors be positioned in the AI cycle?
Oct 01 2026
Previous Stories
AI Fears Overwhelm REA’s Operational Resilience
Feb 12 2026
Brokers agree a slight consensus miss for REA Group’s first half result does not justify such weak market reaction, pointing to market concerns around AI’s potential to disrupt online portal operators
Treasure Chest: AI Risks To Insurance Brokers
Feb 11 2026
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is about AI threats to insurance brokers as new AI-digital tools launch overseas
Behind The AI Threat Narrative(s)
Feb 11 2026
Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year
Treasure Chest: WiseTech Global
Feb 10 2026
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is WiseTech Global
Is AI Nemesis Or Opportunity For Xero?
Feb 05 2026
Xero’s latest presentation addressed central concerns around AI monetisation, disruption and a stronger growth outlook for recently acquired Melio, but markets globally are in the grip of collective AI disruption angst
Microcap Blackpearl Seeking AI Success In USA
Jan 29 2026
NZ-based Microcap Blackpearl is seeking greatness by marketing its AI-based solutions to SMEs in the USA
Silicon Shock: When AI Demand Broke The Supply Chain
Jan 15 2026
Ongoing AI development is creating a supply shock that simply cannot be circumvented or avoided in 2026, GenInnov CEO Nilesh Jasani explains
Ai: The Dawn of the Humanoid Robot Economy
Dec 19 2025
The development of humanoid robots is moving more mainstream, yet the household deployment could be 20-years away
Video: FNArena Editor On 2025 ASX Bear Market
Dec 19 2025
We asked, you sent in your questions, then we sat down for one final video session to close off 2025. With AI summary for a quick read
No Respite For NextDC (Amidst General Inertia)
Dec 10 2025
NextDC’s contract utilisation and capex update highlights potential to far exceed FY25 numbers
