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
Will AI Make Us Lazy Investors?
Dec 10 2025
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
Uranium Week: AI And Nuclear Converge
Dec 09 2025
U308 markets remain becalmed into year end, while the nuclear and AI industries make a move to develop frameworks for collaboration
Technological Evolution And Financial Cycles: How AI Fits In
Dec 08 2025
While transformative for society, many new technologies shift economic value from producers to consumers, resulting in lower-than-average profit margins.
Rudi’s View: This Too Shall Pass
Dec 03 2025
My final Weekly Insights for 2025
FY26 Gentrack’s Show-Me-The-Money Moment
Dec 01 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
Rudi’s View: Un-Bubbling The AI Bubble Talk
Nov 27 2025
Cool-headed expert voices are pushing back against the scaremongering narratives around irrational exuberance and AI excitement pushing equities into a bubble-like environment
AI’s Growth Meets Costs, Scale And Bottlenecks
Nov 20 2025
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
Rudi’s View: New Trends & Recurring Anxieties
Nov 12 2025
In this week’s Weekly Insights:
-New Trends & Recurring Anxieties
-FNArena Talks
AI & Competitor Anxiety Dominate REA Sentiment
Nov 11 2025
REA Group’s September quarter results broadly met expectations, though investors continue to question management over competition and AI-related risks
Rudi’s View: What About The AI Bubble Anxiety?
Nov 05 2025
‘Bubble’ or mostly ‘misunderstood’? The debate about the AI megatrend rages on with plenty of oomph and gusto — globally.
