artificial intelligence

Latest news and analysis on artificial intelligence

Rapid Fire

Why Magellan still backs Microsoft and Amazon for growth

The investment groups says reasonable value is starting to emerge in blue-chip tech after the market's correction in 2025.
+1
Tom Richardson
Livewire Markets
Investment Theme

DeepSeek’s AI disruption – what it means for investors

DeepSeek’s R1 AI model sent shockwaves through markets. Could it signal a major shift in AI demand and the future of the chip industry?
Tim Davies
Carrara Capital
Listed Series

Munro: Share prices will follow earnings growth even if markets wobble over short term

The investment group is backing AI winners and power suppliers as structural growth winners.
+8
Tom Richardson
Livewire Markets
Equities

Munro shifts stock bets from semiconductor winners to energy suppliers and AI application providers

The market-thumping fund manager is looking to tomorrow's winners after producing big capital gains from owning the likes of Nvidia.
+5
Tom Richardson
Livewire Markets
Equities

The AI hype trap: Why Antipodes’ Jacob Mitchell warns investors to stay grounded

The boutique fundie is hunting for stocks that benefit from AI - without the insane valuations - using a "pragmatic value" approach.
+1
Vishal Teckchandani
Livewire Markets
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
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

Fundie vs AI: One year on, who is the winner?

A year ago, we asked whether AI will ever be able to pick stocks like a human? Here, we get some answers.
Chris Conway
Livewire Markets
Education

DeepSeek disruption: What it means for investors

U.S. tech stocks faced a sharp sell-off recently as investors reassessed lofty valuations following the release of a powerful open-source AI model by Chinese startup...
Seema Shah
Principal Asset Management
Education

Never mind DeepSeek: here’s why the AI mania won’t last

“Revolutionary technology” doesn’t boost productivity, profits or returns. Speculators in AI and crypto are the latest to delude themselves.
+3
Chris Leithner
Leithner & Company Ltd
Equities

Nvidia's value crashes by $942 billion thanks to DeepSeek. Is your portfolio too exposed to the tech trade?

In this analysis piece, we examine whether DeepSeek's news is a blip or a game-changer for the ultra-bull market in mega-cap tech.
GMG
NXT
+1
Hans Lee
Livewire 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

20 stocks that could benefit from Trump's Stargate AI project

US President Donald Trump has launched a new US$500 billion AI initiative in partnership with SoftBank, OpenAI and Oracle.
+13
Thomas Rice
Minotaur Capital
Equities

7 transformative shifts from 2024 that could shape the year ahead

Ray David discusses the big themes of 2024 and nominates five take over candidates for 2025.
360
ALQ
AMC
+13
Ray David
Blackwattle Investment Partners
The Pitch

The next three years of the AI rally will come from these stocks

Narrowing down 2,000 stocks to 40 is no mean feat. Here is how Impax's David Winborne does it.
Livewire Exclusive
Livewire Markets
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
The Rules of Investing

Meet Armina Rosenberg: Mike Cannon-Brookes' former PM harnessing AI to outperform the market

Artificial intelligence has completely transformed Armina Rosenberg's strategy, and processes which once took days now take a few minutes.
The Rules of Investing
Livewire Markets
Livewire Live

Nick Griffin: Every industry on the planet will lean into this technology

Artificial intelligence doesn't just affect tech. As Munro Partner's Nick Griffin explains, it affects every industry on the planet.
+3
Ally Selby
Livewire Markets
Livewire Live

Jacob Mitchell: How to spot an AI imposter

Learn which red flags you should look out for to spot the companies that are masquerading as AI winners.
+2
Ally Selby
Livewire Markets
Macro

September 2024 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
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