Latest Ai Investment News

Dicker Data has outperformed its FY25 guidance, delivering a 14.9% jump in gross revenue to $3.876 billion, fuelled by AI deals and infrastructure refreshes. The company’s FY26 outlook anticipates continued momentum in AI and data centre projects despite pricing pressures.

TechnologyOne has delivered a record half-year profit and annual recurring revenue, driven by its AI-powered SaaS+ platform and strong sector wins, while reaffirming its FY26 growth guidance.

Worley unveils a medium-term growth strategy through FY30 focused on expanding full project delivery, investing $70 million in AI, and leveraging strategic partnerships amid near-term geopolitical challenges.

Commonwealth Bank of Australia reported a steady cash profit of around $2.7 billion in 3Q26, balancing disciplined lending growth and cautious provisioning amid geopolitical and economic uncertainties.

Marlin Global delivered a 4.0% gross portfolio return in April 2026, driven by strong gains in AI-focused tech stocks like Amazon and Alphabet. However, its cautious stance on semiconductors limited upside amid a sector rally.

Macquarie Group (ASX: MQG) reported a 30% jump in FY2026 net profit to A$4.85 billion, driven by growth across all divisions and bolstered by strategic investments in AI and sustainability. The board declared a total dividend of A$7 per share and maintained a strong capital position amid ongoing regulatory remediation.

QBE Insurance Group kicked off 2026 with robust premium growth and solid underwriting, maintaining its full-year guidance amid geopolitical uncertainty and evolving risks.

Block, Inc. reported a robust Q1 2026 with AI-powered productivity gains, strong Cash App and Square growth, and a $5 billion share buyback boost. Despite a GAAP net loss due to restructuring and legal costs, the fintech giant raised its full-year outlook, signaling confidence in its AI-led transformation.

REA Group delivered robust Q3 FY26 results, driven by double-digit revenue growth in Australia and record engagement on realestate.com.au, while lowering its cost growth guidance for FY26.

Dubber Corporation reported a historic positive underlying operating cashflow run-rate in Q3 FY26, driven by a USD 3.06 million initial payment from a Tier 1 North American communications service provider and ongoing cost reductions. Recurring revenue dipped 6% quarter-on-quarter due to portfolio optimisation and foreign exchange impacts.

FortifAI’s Nol8 FPGA appliance dramatically reduces AI infrastructure costs by replacing up to 60,000 CPUs, slashing annual operational expenses from millions to tens of thousands of dollars.

Qoria Limited has increased its equity placement to US$100 million, backed by insiders, to support aggressive AI investment and integration with Aura. The combined group reports robust ARR growth and reiterates FY26 guidance amid ongoing merger preparations.