ASX 50

Cooling inflation has markets betting on a rate pause. UBS explains why consumer-exposed stocks could be the winners.

The leading fund managers, and Future Generation partners, share their insights and outlook for the year ahead.

Overweight resources and industrials, underweight banks and agriculture. Morgans' sector views and the stocks backing them.

“Taking on a challenge is a lot like riding a horse; if you're comfortable while you're doing it, you're probably doing it wrong” Ted Lasso

Micron sits at the heart of the AI boom, yet trades at 6x earnings. Cyclical peak to sell, or broken cycle to buy?

After reviewing 52 ASX updates over the past fortnight, our verdict is unchanged: genuine opportunities remain limited to a small handful.

From a gold miner merger to a sleep health giant, Ausbil's Nicholas Condoleon breaks down his latest calls and conviction ideas.

Beament tells why Develop will boast $1b of annual EBITDA in two years; Diggers delegates keen to see if explorer Benz is a Merc or a Lada.

Rio's copper profits almost doubled, while iron ore profit stayed flat.

Kerry Sun's chart shows ASX software stocks are stirring. Ben Clark and Henry Jennings explain why Microsoft's results could add momentum.

Telstra, Car Group and Seek all hold market leading positions but each faces challenges and disruption.

Unlocking new revenue streams while benefitting from AI-driven cost cuts underpins an enviable—and underappreciated—earnings outlook.

These 4 stocks were the most popular with SMSF investors in FY26. Here's how the brokers are seeing them right now.

Rio's 1H result exceeded expectations. Michael Slack explains what impressed him, where value remains & the risks investors shouldn't ignore

Consensus forecasts for ASX healthcare stocks suggest the market is punishing something other than a genuine earnings collapse.

A bumper Q1 and CEO handover have brokers lifting price targets – prompting the question: is Macquarie's record run just getting started?

Jason Teh (Vertium) and Hugh Dive (Atlas) check in on four big names from the Livewire reader's survey and share two new ideas.

And a once-in-two-decade sector opportunity for investors.

Commentary on demand/price expectations will be next re-rerating event; Plus, Great Southern starts drilling at big Queensland gold target.

Hugh Dive (Atlas) and Jason Teh (Vertium) sort the woofs from the whimpers across six of the ASX's biggest dogs of FY26.

The quality compounders to help you sleep at night, according to the experts.

The old rules of portfolio construction no longer stack up. A brave new world demands a more active way of thinking about asset allocation

Beijing's new battery tax gives sodium a leg-up over lithium – yet most brokers still see value in ASX lithium stocks after the sell-off.

Tech's had a rough year, but these 5 stocks are proving there's more to the AI story than doom and gloom.