GEN AI

NextDC’s latest results positively surprised with records set as the data centres operator continues to capture the massive AI-tailwinds of infrastructure demand and investment

Interim results were well received against a backdrop of multiple moving parts and changes, while WiseTech’s growth and strategy update has boosted analysts’ confidence

FY25 results for Dicker Data slightly disappointed investors, mainly due to a new dividend payout strategy, but management anticipates significant AI-related growth opportunities

Life360’s share price has been unceremoniously shellacked on a multi-factor set of circumstances, not helped by updated 2026 guidance

At times, it’s the most difficult question to answer: if it’s such a great company, how come its shares keep falling?

Transcript of Pre-February results interview by Livewire Markets

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

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

Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is WiseTech Global