artificial intelligence

Latest news and analysis on artificial intelligence

Equities

How OpenAI’s rise is fuelling Microsoft and NVIDIA – and starting to threaten Google

UBS says OpenAI’s explosive growth fuels Microsoft and Nvidia, threatens Google, and poses both opportunity and risk for investors.
+2
Carl Capolingua
Livewire Markets
Investment Theme

Elon Musk dethroned: What Larry Ellison’s rise as the world’s richest man means for the AI boom

The AI boom just made Oracle's Co-Founder the richest person. For Australian growth investors, it shows the runway ahead is still long.
+4
Vishal Teckchandani
Livewire Markets
Livewire Live

“This time really is different”: Viktor Shvets’ dystopian investment roadmap

A jobs apocalypse, vanishing moats and broken cycles. Macquarie’s Viktor Shvets mapped a chilling future for investors at Livewire Live.
Vishal Teckchandani
Livewire Markets
Equities

'Revolutionary': Wilsons declares NextDC a massive AI winner

The picks and shovels approach to AI investing means the market heavily favours data centre plays like NextDC.
NXT
Tom Richardson
Livewire Markets
Education

A gold town’s bust offers a warning for the AI boom

What feels like permanence is often illusion. The AI frenzy could just as easily devolve into overinvestment and disappointment.
Vishal Teckchandani
Livewire Markets
Equities

Why GQG Partners' huge 10-12% yield could attract a lot of investors - if it's sustainable

The asset manager looks very cheap on conventional valuation metrics, but it's hard to know how the future will pan out.
GQG
Tom Richardson
Livewire Markets
Equities

Resilience, rotation, and real opportunity: Scott Berg’s global market roadmap

Markets have shrugged off chaos in 2025. Scott Berg explains why - and where he’s finding growth without chasing hype.
+13
Vishal Teckchandani
Livewire Markets
Equities

Adobe’s valuation slump on AI disruption not an issue for Canva, says fund manager

Figma's spectacular IPO has cranked excitement around Canva's potential to go public in a US market with a wild appetite for tech stars.
Tom Richardson
Livewire Markets
Equities

The overlooked winners of the AI fear trade

Why Pzena believes misplaced fear from the AI revolution is creating some of the best value opportunities right now.
Vishal Teckchandani
Livewire Markets
Rapid Fire

The surprising resilience of big tech and 2 stocks for coming years

T.Rowe Price’s Dominic Rizzo shares why AI spend has been essential and how he has managed through uncertainty.
+7
Sara Allen
Livewire Markets
Education

Broadcom: the General Electric of the 21st century?

Broadcom behaves more like a private equity firm than tech company as such, leading to comparison between Jack Welch's GE of the 1990s.
+5
William Taylor
ETF Shares
Equities

Jump on the AI trade with these 3 ASX stocks, says broker

A valuation dip is a window of opportunity to jump on three genuine AI stock winners on the ASX, according to this broker.
NXT
Tom Richardson
Livewire Markets
Equities

Morgan Stanley says Meta bigger threat to Google than ChatGPT

The bank says the race to dominate AI chatbots and wearables for consumers is hotting up in 2025, with investors eyeing winners.
Tom Richardson
Livewire Markets
Equities

The other AI stock: you know NVIDIA, but what about AMD?

NVIDIA dominates the AI headlines — but it's not the only player in town
Firetrail Investments
Firetrail Investments
Equities

Beneath the noise: Google’s multi-engine growth story

Don’t mistake fear for fact: Google’s ad engine, cloud growth and AI lead are stronger than the market thinks.
Xinyu Ru
Fawkes Capital Management
Equities

Tencent - Quality franchise on discount valuations

As the market questions the return on investment on Artificial Intelligence capex - Tencent demonstrates the power of its digital eco-system
Sunny Bangia
Blackwattle Investment Partners
Commodities

The AI-driven supercycle in energy transition metals

AI's growth and the energy transition are set to spark a mineral supercycle - reshaping industries and straining supply chains.
Vinnay Cchoda
Betashares
Equities

Four companies driving the next wave of AI

Each one is carving out a niche that is both commercially relevant and well-aligned to the broader investment case for AI.
Billy Leung
Global X ETFs
The Pitch

Where are the hottest opportunities to make money from AI?

The next beneficiaries of the AI boom may not just be leaders like Nvidia. Global X’s Billy Leung discusses the next wave of winners.
Vishal Teckchandani
Livewire Markets
Equities

Here's how Elon Musk's wildest predictions for Tesla, Optimus and robo-taxis stack up

Can Optimus deliver US$10 trillion in revenue and will Tesla become bigger than the next five largest companies combined? Maybe, says Musk.
+5
Tom Richardson
Livewire Markets
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