GEN AI

Analysts see value in Dicker Data shares based on second quarter momentum and potential upside to PC sales

Sep 17 2024

Behind the Gen.Ai megatrend is the growing demand for data centres with major news making events putting the sector back into the spotlight, alongside the adjacent industries being swept up in the infrastructure build out

Sep 16 2024


Contrary to the naysayers and Gen AI “bubble” doomsters, major research houses remain upbeat, pragmatic and forward thinking on the megatrend, keeping an eye on the details for investors about what matters and where to find the winners

Sep 11 2024

Valuing a major infrastructure developer and operator with a growth tilt to generative artificial intelligence has caused some speed, or value humps for investors. What matters when it comes to assessing the case for a burgeoning data centre behemoth

Sep 09 2024


Previous Stories

IPD Group’s Future Remains Electrifying

Sep 06 2024

IPD Group’s FY24 earnings beat management guidance and analysts anticipate upside from organic growth and further M&A activity


Macquarie Technology: Just A Flesh Wound

Sep 05 2024

A supplier price hike is proving a setback for Macquarie Technology’s cloud services business, but increasing data centre capacity is where the value lays


How Big The AI Boost For Harvey Norman?

Sep 03 2024

Harvey Norman’s FY24 sales performance was disappointing when compared to peers. But as cost of living pressures ease, the retailer is placing great faith in the AI revolution


In Brief: Gen.Ai & Star Stocks Shine This Week

Aug 16 2024

Weekly Broker Wrap: Reporting season rumbles on with the winners taking a victory lap; Pro Medicus flexes its reliable muscles; Temple & Webster delivers margins and market share; Ai PCs, the potential growth driver for JB HiFi


Treasure Chest: JB Hi-Fi

Jul 23 2024

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is JB Hi-Fi


Rudi’s View: Traditional Value Is A Flawed Narrative

Jun 26 2024

The decade past has challenged the narrative that buying ‘cheaply’ priced equities are a starting point for guaranteed success. Why would the decade ahead be any different?


ESG Focus: Do Data Centres Threaten ESG Targets?

Jun 24 2024

Will Investors, data centre developers and operators be forced to tackle the challenges and opportunities arising from increased cooling demand and energy use in our generative Ai world?


Rudi’s View: GenAi, The Super-Megatrend, Part 2

Jun 20 2024

Part Two of this week’s deep dive into GenAi for Australian investors


Rudi’s View: GenAi, The Super-Megatrend, Part 1

Jun 19 2024

Part One of a deep dive into GenAi, the modern day industrial revolution


A Bite Of The “Refreshed” Apple

Jun 14 2024

Apple Intelligence has arrived and with it a whole new narrative around the extraordinary growth in market capitalisation and earnings being driven by generative Ai; what did Apple actually reveal to the market?



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