AI

Latest news and analysis on AI

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
Equities

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
Equities

4 steps to identify AI winners (and 10 stock examples)

T. Rowe Price's Dominic Rizzo shared how to sift the true winners from the imposters in the world of AI.
+7
Sara Allen
Livewire Markets
Views from the Top

Bobby Yazdani’s best ideas lie beyond the hype of generative AI

San Francisco based Cota Capital is deploying capital in enterprise technology solving new problems from the AI fueled supercycle.
James Marlay
Livewire Markets
Equities

Top performing funds: 3 of the top 5 global equities funds came from this manager (the best delivered 42.75%)

Munro Partners enjoyed strong FY24 performance across multiple funds. We spoke to the team for their take on markets & some stocks they like
+5
Chris Conway
Livewire Markets
Equities

The surprising metric that tips future company success

Betashares shares their tips in the webinar "Investment Opportunities beyond Nvidia: The next generation of AI winners"
+3
Sara Allen
Livewire Markets
Equities

The AI Phenomenon: Lessons in risk management and investor psychology

While NVIDIA has captured the spotlight, it's crucial to recognise that the AI revolution extends far beyond a single company.
Anthony Doyle
Firetrail Investments
Macro

AI's power struggle: An energy crisis in the making

AI's explosive growth is threatening to outpace our current power grid capabilities, sparking a looming energy crisis.
Xinyu Ru
Fawkes Capital Management
Equities

Wondering how to Invest in AI? Take a look at ASX data centres

Data centres are shaping as crucial infrastructure for the AI boom, and there are several opportunities for Aussie investors to consider.
GMG
NXT
Carl Capolingua
Livewire Markets
Equities

Why the AI 'overhype' is positive for our top picks from the Magnificent Seven

AI overhype fuels market highs and fears of a bubble. Discover why our top picks are poised for long-term growth.
+3
Sally Fang
Swell Asset Management
Buy Hold Sell

Buy Hold Sell: 2 high conviction tech stocks for the next 12 months

Plus, the key factors investors should be aware of when investing in tech companies over the coming year.
360
DDR
DTL
+9
Buy Hold Sell
Livewire Markets
Equities

Nvidia needs more to go right than you think

Investors should consider the evolution of AI before holding and hoping that Nvidia is the only game in town.
+1
Charles Ormond
Fat Tail Investment Research
Rapid Fire

Don’t be scared by all-time highs in global equities, there’s likely more on the way

The global equity party is in full swing, with AI and energy demand spiking the punch
+3
Chris Conway
Livewire Markets
Equities

Should you buy the dip on Nvidia?

Nvidia's AI dominance sparks investor interest. But with a soaring stock price and looming competition, is buying the dip a smart move?
+2
Lachlan Hughes
Swell Asset Management
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