GEN AI

‘Bubble’ or mostly ‘misunderstood’? The debate about the AI megatrend rages on with plenty of oomph and gusto — globally.

Australia’s general insurance sector faces its biggest threat in decades as AI-powered ‘agentic commerce’ threatens to bypass established brands entirely, forcing billions in defensive technology spending

Hyperscalers’ ambitious capital spending on generative AI projects represents a once-in-a-decade cycle, ClearBridge Investments suggests

GenInnov Global Innovation Fund founder Nilesh Jasani counters today’s doom and gloom environment when it comes to AI and the next technological revolution is primarily the result of lazy and ignorant commentary. Investors beware!

Shares in DigiCo Infrastructure REIT have been re-invigorated following new contract wins and updated FY26 guidance by management

In this week’s Weekly Insights:

-Tech1 Delivers AI First
-Trade Tension Flares Up? UBS Responds

CommBank’s transition to the cloud is symbolic of the systemic shifts across enterprises as they position in the cloud for the AI era

AI investment has collided with a technology stock market melt-up prompting a cri-de-coeur of ‘bubble’

Infratil outlined ambitious plans at its recent investor day. A subsequent data centre contract win and AUKUS anticipation raised market expectations further

A strong rise in price does not by default mean irrational investors have created an unsustainable bubble, or that a sharp price reversal is but the sole logical outcome, inevitably, and just around the next bend in the relentless up-trend