AI

Latest news and analysis on AI

Equities

AI infrastructure: rethinking risk, reward and reality

Structural technology shifts like AI don’t resolve in a year or two. They play out over decades.
Steven Glass
Pella Funds Management
Equities

“The market is inefficient and that is our opportunity”: Magellan’s 3 quality stock picks for these turbulent times

What we learned from the 2025 Magellan Roadshow and the global stocks they're keen on.
+5
Tom Stelzer
Livewire Markets
Equities

Tecogen: unlocking explosive growth in data centre power

With a market cap of just $55M, Tecogen is solving a multi-billion-dollar problem in data centre power—positioning it for exponential upside
Xinyu Ru
Fawkes Capital Management
Equities

How the experts use AI to maximise returns – and what steps you can take

Minotaur Capital’s Thomas Rice and Macquarie’s Benjamin Leung share their insights.
Sara Allen
Livewire Markets
Equities

Nvidia's reckoning? AI bellwether faces moment of truth amid tech correction

As the AI landscape shifts beneath our feet, Nvidias earnings reveal whether the semiconductor giant can maintain its throne amid challenges
Charles Ormond
Fat Tail Investment Research
Investment Theme

Why betting against AI is a losing strategy

The AI revolution is not a bubble, but rather a strategic imperative for companies seeking to survive and thrive in the future of technology
Xinyu Ru
Fawkes Capital Management
Macro

Technology sector volatility: Investors spooked by China’s AI startup

AI is a long-term growth story which will support the global economy and provide a wide range of potential investment opportunities
Chris Iggo
AXA Investment Managers
Equities

Wilson AM's Tobias Yao crushed AI backing founder-led businesses (74% to 39%)

A year ago, we asked whether AI will ever be able to pick stocks like a human. As the headline suggests, the current answer is 'not yet'.
Chris Conway
Livewire Markets
Equities

AI-fuelled growth: Amazon, Google, and Microsoft earnings compared

Amazon, Google, and Microsoft’s latest earnings reveal AI’s growing impact on cloud, ads, and software, as Big Tech races for AI dominance.
+1
Sally Fang
Swell Asset Management
Equities

DeepSeekAI: What is it and why is it a threat to the current AI Goliaths?

DeepseekAI claims to have built its latest AI models for just $6 million, so do we need Nvidia's expensive chips?
+4
Mark Gardner
MPC Markets
Equities

Has China just burst an AI bubble?

Even a minor disturbance to the narrative can lead to dramatic consequences.
Roger Montgomery
Montgomery Investment Management
Equities

Is DeepSeek a threat to your ASX tech stocks? Here's what you need to know

Investors dumped their tech stocks overnight, with Nvidia down a staggering ~US$500 billion in market cap. Are local tech names in trouble?
NXT
Kerry Sun
Livewire Markets
Equities

Big tech’s ‘Agentic AI’ gamble: can massive spending deliver?

Tech giants are pouring billions into AI infrastructure. Is Agentic AI the innovation that justifies the investment — or a risky bet?
+1
Charles Ormond
Fat Tail Investment Research
Investment Theme

AI revolution being led by India

According to an IBM report, India has the highest AI adoption rate, 59%, in terms of AI deployment.
Mugunthan Siva
India Avenue
The Pitch

Why this asset class is due for a boom (and the 3 tailwinds that will make it happen)

In this edition of The Pitch, Andrew Swan of Man Group explains why Asian equities are ready for a long-awaited bull run.
Hans Lee
Livewire Markets
Weekend Report

Trending On Livewire: Weekend Edition - Saturday 5th October

ASX 200 dips as energy soars; experts discuss copper, small-cap picks, and AI's impact. Investors eye Fed moves and oil prices.
MAC
Livewire Exclusive
Livewire Markets
Livewire Live

18 ideas to profit from the world's hottest theme

Although, experts cautioned investors at Livewire Live 2024 that the path ahead is unlikely to be smooth.
APX
GMG
IFT
+23
Ally Selby
Livewire Markets
Macro

A fundamental change to the economics of AI?

Just a quick post as I'm musing the consequences of what could be a fundamental shift in AI.
Damien Klassen
Nucleus Wealth
Funds

How this technology & AI themed fund manager navigated through the “carry trade blow up”

Stop loss discipline and a focus on fundamentals turned a draw-down month to a net positive month
Pieter De Weerdt
Antarctica Asset Management
Equities

Nvidia earnings: why investors are hitting the brakes despite big numbers"

Nvidia's strong earnings beat expectations, but a narrower margin and tempered guidance led to a 7% after-hours drop. Is it a buy?
Sally Fang
Swell Asset Management
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