GEN AI

AI is changing the world in many more ways than investors might realise. Time to adjust investment strategies, argues MFS’ Robert M. Almeida

Xero’s strong FY26 result highlighted accelerating US growth, Melio momentum and expanding AI capabilities, while investor concerns around AI disruption and competition weighed on sentiment

Megaport’s AI positioning strengthens following to contract wins by recently acquired infrastructure-as-a-service provider Latitude

This weeks’s thematic, the AI megatrend that continues to offer considerable tailwinds for those companies in the slip stream of build out and refurbishment demand

Healthcare remains under pressure, and troubled CSL is not helping, but the market is warming yet again to future AI beneficiaries

Capital markets are changing with tectonic plates shifting at their greatest velocity for the past 40 years

FNArena’s latest AI deep dive reflects on the acceleration in spend, which companies are benefiting, and how AI is impacting productivity and sectors

As AI is creating a new world, financial markets are poised for change too, and well-diversified, active managers might find themselves in the new sweet spot, T. Rowe Price argues

Analysts are increasingly toying with the idea that the AI infrastructure build out might just herald the next super cycle for commodities

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape