Antipodes’ Vihari Ross explains why today’s concentrated market is creating opportunities beyond the obvious AI winners.

James Gerrish reveals why he's overweight commodities, the lithium stock he just bought, and why a Westpac special dividend could be coming.

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...

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.

Joe Ziller and Alan Pullen dissect three big founder-led companies, and pick out the ones they're backing now.

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.

Reporting season has produced plenty of winners and losers. Here are some of the big calls coming from brokers right now.

Inline earnings and a higher dividend weren't enough to satisfy the market, with shares falling 6%.

Perpetual's James Rutledge explains why he thinks Eagers Automotive can buck the trend of Australian offshore M&A struggles.

The strong numbers came from the assets South32 is keeping – but FY27 costs and capital spending are growing.

Understanding what you own, how it is structured and who manages it has never mattered more.

The US debt crisis has changed the dynamic on the security of bonds. Investors might need to look elsewhere for defensiveness.

Nvidia’s latest results provide a timely test of the AI investment thesis.

Humanoids, autonomous vehicles and inference at scale. Why Hyperion thinks the AI revenue opportunity outweighs the capex explosion.

Ausbil's Michael Price on what's gone right for the supermarket supergiants - and what could go wrong.

Emanuel Datt on the conservative guidance, the shrinking founder discount and why he thinks the ACCC investigation goes nowhere.

Lithium’s rally has stalled, and ASX lithium stocks have faltered. Here’s why.