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Reporting Season
"You need to stay with strength": James Gerrish's top calls from reporting season
James Gerrish reveals why he's overweight commodities, the lithium stock he just bought, and why a Westpac special dividend could be coming.
Vishal Teckchandani
, Livewire Markets
Asset Allocation
The US$4 billion ripple that could not turn the tide
Arian Neiron
, VanEck
Buy Hold Sell
Buy Hold Sell: Berkshire, Palantir and 3 more founder-led stocks
Tom Stelzer
, Livewire Markets
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EDITOR PICKS
Shares
ASX lithium stocks at critical juncture as market deficit pushed to 2030
Carl Capolingua
, Livewire Markets
Growth
Why cybersecurity could be one of the decade’s biggest investment themes
Sara Allen
, Livewire Markets
Asset Allocation
The Future Fund’s playbook for AI and what it means for investors
Arian Neiron
, VanEck
Markets
Hyperion’s bullish case for the long-term economics of AI
Keith Ford
, Livewire Markets
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Reporting Season
You almost never see Wisetech this cheap. Datt Capital sees a buying opportunity
Emanuel Datt on the conservative guidance, the shrinking founder discount and why he thinks the ACCC investigation goes nowhere.
Kerry Sun
, Livewire Markets
Equities
3 new ASX winners and 2 losers from reporting season
Reporting season has produced plenty of winners and losers. Here are some of the big calls coming from brokers right now.
Tom Stelzer
, Livewire Markets
Reporting Season
Good result, wrong price. Why Airlie is underweight Wesfarmers
Inline earnings and a higher dividend weren't enough to satisfy the market, with shares falling 6%.
Anna Dadic
, Livewire Markets
Reporting Season
"It just got too damn cheap": Henry Jennings on CSL’s 70% rally and one stock he's backing to go higher
Henry Jennings breaks down CSL’s stunning rebound and other notable results from the third week of August 2026 reporting season.
Vishal Teckchandani
, Livewire Markets
We've got you covered during reporting season. Livewire interviews C-suite executives from some of Australia's biggest companies, and unpacks results with some of the country's finest equities analysts.
View all 435 wires
Reporting Season
Netwealth CEO Matt Heine on market share, margins and another four years of growth
Patrick Poke
, Livewire Markets
Reporting Season
"You need to stay with strength": James Gerrish's top calls from reporting season
Vishal Teckchandani
, Livewire Markets
Reporting Season
Good result, wrong price. Why Airlie is underweight Wesfarmers
Anna Dadic
, Livewire Markets
View all 435 wires
Manage Editor Pick
Manage Promoted Wires
Latest
Reporting Season
August 28, 2026 15:18
Netwealth CEO Matt Heine on market share, margins and another four years of
growth
Netwealth has almost 10% of the platform market, but CEO Matt Heine sees plenty of room to grow as they target another doubling of FUA.
NWL
Netwealth Group Ltd
ASX:NWL
Followed by
111
people
NWL
Netwealth Group Ltd
ASX:NWL
Followed by
111
people
Patrick Poke
Livewire Markets
August 28, 2026 15:18
Commodities
August 28, 2026 14:42
Buyers are deserting bonds - why that's good for gold investors
As rising Treasury yields test US policymakers, greater intervention could strengthen the investment case for gold.
Johan Palmberg
World Gold Council
August 28, 2026 14:42
Macro
August 28, 2026 14:03
The RBA to narrowly vote to hike rates in September given high inflation
Still-high underlying inflation has picked up and is running above the RBA's forecast profile.
Kieran Davies
Coolabah Capital
August 28, 2026 14:03
The Rules of Investing
August 28, 2026 13:39
The index is risky. Why Antipodes is finding value beyond the AI
trade
Antipodes’ Vihari Ross explains why today’s concentrated market is creating opportunities beyond the obvious AI winners.
Patrick Poke
Livewire Markets
August 28, 2026 13:39
Featured
From ice age to golden age: Can this sector maintain its world-leading
returns?
Emerging markets equities have outpaced most developed markets thanks to the AI boom. What's the outlook now?
Tom Stelzer,
Livewire Markets
Reporting Season
August 28, 2026 13:26
"You need to stay with strength": James Gerrish's top calls from reporting
season
James Gerrish reveals why he's overweight commodities, the lithium stock he just bought, and why a Westpac special dividend could be coming.
EDV
Endeavour Group Ltd
ASX:EDV
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256
people
JBH
JB Hi-Fi Ltd
ASX:JBH
Followed by
353
people
MGR
Mirvac Group
ASX:MGR
Followed by
93
people
+7
EDV
Endeavour Group Ltd
ASX:EDV
Followed by
256
people
JBH
JB Hi-Fi Ltd
ASX:JBH
Followed by
353
people
MGR
Mirvac Group
ASX:MGR
Followed by
93
people
PLS
PLS Group Ltd
ASX:PLS
Followed by
965
people
S32
SOUTH32 Ltd
ASX:S32
Followed by
540
people
+5
Vishal Teckchandani
Livewire Markets
August 28, 2026 13:26
Equities
August 28, 2026 12:56
The Business of Mining with Tim Goyder and Raleigh
Finlayson
In this brand-new episode, Finding the Front is joined by two icons of the Australian mining industry, Tim Goyder - Non Executive Chair of Liontown Resources, Minerals...
DEV
DEVEX Resources Ltd
ASX:DEV
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34
people
EZL
EUROZ Hartleys Group Ltd
ASX:EZL
Followed by
22
people
GMD
Genesis Minerals Ltd
ASX:GMD
Followed by
75
people
+3
DEV
DEVEX Resources Ltd
ASX:DEV
Followed by
34
people
EZL
EUROZ Hartleys Group Ltd
ASX:EZL
Followed by
22
people
GMD
Genesis Minerals Ltd
ASX:GMD
Followed by
75
people
LSA
Lachlan Star Ltd
ASX:LSA
Followed by
13
people
LTR
Liontown Ltd
ASX:LTR
Followed by
339
people
+1
Euroz Hartleys Ltd
Euroz Hartleys Ltd
August 28, 2026 12:56
Equities
August 28, 2026 08:11
BHP leads pack of big dogs hungry for copper
They won’t have missed the scent coming from FireFly this week. Plus, Killi on track to realise a big price premium for its WA magnetite.
AR1
Austral Resources Australia Ltd
ASX:AR1
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47
people
BHP
BHP Group Ltd
ASX:BHP
Followed by
2371
people
CNB
Carnaby Resources Ltd
ASX:CNB
Followed by
29
people
+7
AR1
Austral Resources Australia Ltd
ASX:AR1
Followed by
47
people
BHP
BHP Group Ltd
ASX:BHP
Followed by
2371
people
CNB
Carnaby Resources Ltd
ASX:CNB
Followed by
29
people
EVN
Evolution Mining Ltd
ASX:EVN
Followed by
291
people
FFM
Firefly Metals Ltd
ASX:FFM
Followed by
22
people
+5
Barry FitzGerald
Independent Journalist
August 28, 2026 08:11
Equities
August 28, 2026 06:30
Is healthcare finally turning the
corner?
ACL
Australian Clinical Labs Ltd
ASX:ACL
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244
people
CWY
Cleanaway Waste Management Ltd
ASX:CWY
Followed by
128
people
EQT
EQT Holdings Ltd
ASX:EQT
Followed by
31
people
+7
ACL
Australian Clinical Labs Ltd
ASX:ACL
Followed by
244
people
CWY
Cleanaway Waste Management Ltd
ASX:CWY
Followed by
128
people
EQT
EQT Holdings Ltd
ASX:EQT
Followed by
31
people
EVT
EVT Ltd
ASX:EVT
Followed by
38
people
HLS
Healius Ltd
ASX:HLS
Followed by
84
people
+5
Marc Whittaker
IML
August 28, 2026 06:30
Buy Hold Sell
August 28, 2026 06:00
Buy Hold Sell: Berkshire, Palantir and 3 more founder-led
stocks
Joe Ziller and Alan Pullen dissect three big founder-led companies, and pick out the ones they're backing now.
NASDAQ:PLTR
Palantir Technologies Inc. Class A Common Stock
NASDAQ:PLTR
Followed by
12
people
NASDAQ:RBLX
Roblox Corporation Class A Common Stock
NASDAQ:RBLX
Followed by
2
people
+3
NASDAQ:PLTR
Palantir Technologies Inc. Class A Common Stock
NASDAQ:PLTR
Followed by
12
people
NASDAQ:RBLX
Roblox Corporation Class A Common Stock
NASDAQ:RBLX
Followed by
2
people
NYSE:BRK.B
Berkshire Hathaway Inc
NYSE:BRK.B
Followed by
2
people
NYSE:ICE
Intercontinental Exchange Inc.
NYSE:ICE
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5
people
+1
Tom Stelzer
Livewire Markets
August 28, 2026 06:00
Asset Allocation
August 28, 2026 06:00
The US$4 billion ripple that could not turn the tide
The US Treasury tried to calm the bond market. It did not last. Ray Dalio thinks gold and a bit of Bitcoin may offer an answer.
GDX
Vaneck Gold Miners ETF
ASX:GDX
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76
people
NUGG
Vaneck Gold Bullion ETF
ASX:NUGG
Followed by
17
people
VBTC
Vaneck Bitcoin ETF
ASX:VBTC
Followed by
15
people
GDX
Vaneck Gold Miners ETF
ASX:GDX
Followed by
76
people
NUGG
Vaneck Gold Bullion ETF
ASX:NUGG
Followed by
17
people
VBTC
Vaneck Bitcoin ETF
ASX:VBTC
Followed by
15
people
Arian Neiron
VanEck
August 28, 2026 06:00
Equities
August 28, 2026 06:00
3 new ASX winners and 2 losers from reporting season
Reporting season has produced plenty of winners and losers. Here are some of the big calls coming from brokers right now.
NWL
Netwealth Group Ltd
ASX:NWL
Followed by
111
people
PDN
Paladin Energy Ltd
ASX:PDN
Followed by
230
people
REH
Reece Ltd
ASX:REH
Followed by
88
people
+2
NWL
Netwealth Group Ltd
ASX:NWL
Followed by
111
people
PDN
Paladin Energy Ltd
ASX:PDN
Followed by
230
people
REH
Reece Ltd
ASX:REH
Followed by
88
people
WGX
Westgold Resources Ltd
ASX:WGX
Followed by
78
people
WTC
Wisetech Global Ltd
ASX:WTC
Followed by
460
people
Tom Stelzer
Livewire Markets
August 28, 2026 06:00
Reporting Season
August 27, 2026 17:05
Good result, wrong price. Why Airlie is underweight Wesfarmers
Inline earnings and a higher dividend weren't enough to satisfy the market, with shares falling 6%.
WES
Wesfarmers Ltd
ASX:WES
Followed by
961
people
WES
Wesfarmers Ltd
ASX:WES
Followed by
961
people
Anna Dadic
Livewire Markets
August 27, 2026 17:05
Reporting Season
August 27, 2026 16:28
Market share at 15.9% and rising. Perpetual on why Eagers keeps widening the gap
Perpetual's James Rutledge explains why he thinks Eagers Automotive can buck the trend of Australian offshore M&A struggles.
APE
Eagers Automotive Ltd
ASX:APE
Followed by
550
people
APE
Eagers Automotive Ltd
ASX:APE
Followed by
550
people
Keith Ford
Livewire Markets
August 27, 2026 16:28
Shares
August 27, 2026 14:37
South32 profit up 55%, final dividend doubled
The strong numbers came from the assets South32 is keeping – but FY27 costs and capital spending are growing.
S32
SOUTH32 Ltd
ASX:S32
Followed by
540
people
S32
SOUTH32 Ltd
ASX:S32
Followed by
540
people
Carl Capolingua
Livewire Markets
August 27, 2026 14:37
Fixed Income
August 27, 2026 12:11
Private credit is being tested. Here is what matters now
Understanding what you own, how it is structured and who manages it has never mattered more.
Josh Manning
Manning Asset Management
August 27, 2026 12:11
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Alternatives
August 27, 2026 11:18
Monetary responders: are these the heroes your portfolio needs right now?
The US debt crisis has changed the dynamic on the security of bonds. Investors might need to look elsewhere for defensiveness.
Stuart Eliot
AMP Investments
August 27, 2026 11:18
Equities
August 27, 2026 10:19
Cheaper intelligence, greater demand: The message from Nvidia
Nvidia’s latest results provide a timely test of the AI investment thesis.
NASDAQ:NVDA
NVIDIA Corporation Common Stock
NASDAQ:NVDA
Followed by
104
people
NASDAQ:NVDA
NVIDIA Corporation Common Stock
NASDAQ:NVDA
Followed by
104
people
Lachlan Hughes
Swell Asset Management
August 27, 2026 10:19
Investment Theme
August 27, 2026 09:34
Regal's King and Aitken talk retirement, the ASX and the trade he's watching now
Founder Phil King is stepping down after 20 years in charge. Here's what he's watching in markets right now.
BHP
BHP Group Ltd
ASX:BHP
Followed by
2371
people
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1671
people
BHP
BHP Group Ltd
ASX:BHP
Followed by
2371
people
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1671
people
Tom Stelzer
Livewire Markets
August 27, 2026 09:34
Markets
August 27, 2026 09:22
Hyperion’s bullish case for the long-term economics of AI
Humanoids, autonomous vehicles and inference at scale. Why Hyperion thinks the AI revenue opportunity outweighs the capex explosion.
HYGG
Hyperion Global Growth Companies Fund - Active ETF
ASX:HYGG
Followed by
112
people
NYSE:AMZN
Amazon.Com Inc
NYSE:AMZN
Followed by
28
people
+2
HYGG
Hyperion Global Growth Companies Fund - Active ETF
ASX:HYGG
Followed by
112
people
NYSE:AMZN
Amazon.Com Inc
NYSE:AMZN
Followed by
28
people
NYSE:GOOG
Alphabet Inc. Class C Capital Stock
NYSE:GOOG
Followed by
17
people
NYSE:MSFT
Microsoft Corp
NYSE:MSFT
Followed by
42
people
Keith Ford
Livewire Markets
August 27, 2026 09:22
Equities
August 26, 2026 15:47
The Ooshie edge: Woolies outpaces Coles in FY26 but is there any upside for investors?
Ausbil's Michael Price on what's gone right for the supermarket supergiants - and what could go wrong.
COL
Coles Group Ltd
ASX:COL
Followed by
588
people
WOW
Woolworths Group Ltd
ASX:WOW
Followed by
808
people
COL
Coles Group Ltd
ASX:COL
Followed by
588
people
WOW
Woolworths Group Ltd
ASX:WOW
Followed by
808
people
Tom Stelzer
Livewire Markets
August 26, 2026 15:47
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