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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Latest: Equities

Equities

CoreWeave: a loose thread in the fabric of AI

Could CoreWeave’s debt problems unravel the entire AI trade, or is it just a loose thread with little wider impact?
Damien Klassen
Nucleus Wealth
Alternatives

4 ETFs and 6 stocks for tougher markets: Where Morgans sees opportunity

Morgans highlights ETFs from Plato and Vanguard as shifting market dynamics strengthen the case for a differentiated approach to investing.
+1
Vishal Teckchandani
Livewire Markets
Equities

Bargains emerging in sold-off copper and lithium sectors

BHP and PLS give investors reasons to see current prices as an opportunity; Developers such as FireFly, Orion and PMET could be among them.
BHP
+2
Barry FitzGerald
Independent Journalist
Growth

Australia's comeback is coming: Jason Todd's bold 2027 call and 3 stocks Jun Bei Liu likes

“Investors have forgotten how to invest in businesses" - Jun Bei Liu explains why that’s creating rare opportunities in quality compounders.
ANN
CDA
NXT
+1
Vishal Teckchandani
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 6 stocks consistently growing their dividends

Two experts deliver their views on four stocks that continue to deliver and grow dividends and share their best ideas for dividend growth.
AUB
CAR
CHC
+3
James Marlay
Livewire Markets
Equities

Airlie's 3 lessons from America's biggest AI conference

Key takeaways from Goldman Sachs ‘Communacopia’ technology conference, with panel sessions from OpenAI, Nvidia, SpaceX and Google Cloud.
CAR
+4
Emma Fisher
Airlie Funds Management
Equities

Moderna’s Dr. Stephen Hoge on AI and the future of healthcare

Blackstone's Christina Anderson sits down with Moderna President Dr Stephen Hodge to discuss the state of medicine today.
Blackstone .
Blackstone
Shares

NIMBY strikes again: NextDC crashes 40% as investors confront an overlooked AI risk

NextDC's share price collapse has exposed an uncomfortable reality for AI investors. Henry Jennings explains why the worst may not be over.
NXT
Vishal Teckchandani
Livewire Markets
Markets

Earnings are up 30%. So why are valuations falling?

Fidelity’s global PMs on whether AI can pay its own way in 2027 and four stocks they like that sit outside the AI trade.
Anna Dadic
Livewire Markets
Equities

Agentic AI adoption & the case for Samsung Electronics

Driven by agentic AI, memory demand is decoupling from past consumer cycles, leaving Samsung as a compelling and contrarian opportunity
Chris Watson
Contrarius Australia
Shares

Are Australia’s highest dividend companies worth buying?

The question income investors should consider as essential to their research.
ALX
BHP
+4
Sara Allen
Livewire Markets
Equities

Why Google is getting the cut from Australia's first AI-driven ETF

VanEck's GOAT ETF looks at hundreds of global stocks. Here's what it's been buying and selling.
+4
Tom Stelzer
Livewire Markets
Equities

Investors have never hated DroneShield more: the ASX stocks attracting more shorts

Uranium producers are in the sights, but it's a struggling market darling that tops the list.
BOE
DRO
Tom Stelzer
Livewire Markets
Equities

The fine line between mistake and opportunity

An ASX case study in why being wrong can still mean getting it right in the end.
Simon Mawhinney
Allan Gray
Equities

The ASX is flat, so why does it feel like a bear market?

Flat on the surface, a stealth bear market underneath. 71% of All Ords stocks sit more than 20% below their 52-week highs.
Kerry Sun
Livewire Markets
Equities

AWS revenue upside: Cost-curve analysis vs Wall Street forecasts

Mining analysts have used cost curves for decades. Applied to AWS, the same tool points to a revenue path well above what Wall St. expects.
Andrew Macken
Montaka Global Investments
Shares

Large caps look expensive. The small caps opportunity and five to watch

Inflation and rising rates can be tough for small caps, but there’s more to the story according to Forager’s Steve Johnson.
EML
PPS
+1
Sara Allen
Livewire Markets
Equities

Kaoko carry-on shouldn’t cloud an exciting copper discovery

Plus, Sunstone now too big to ignore, fuelling renewed corporate talk as former SolGold chief increases his stake to 11%.
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: Are the moats around these 4 ASX stocks still holding? (Plus 2 the pros say are)

High returns, pricing power and balance sheet strength. Henry Jennings and Rudi Filapek-Vandyck test whether these wide moats are intact.
DTL
MAD
+3
Anna Dadic
Livewire Markets
Equities

Quality at a discount: The quietest ASX debut of 2026 might be its best opportunity

Glencore has arrived on the ASX with little fanfare. Blackwattle Mid Cap explains why it is one of the highest-quality miners on the ASX.
BHP
RIO
Michael Teran
Blackwattle Investment Partners
Exchange Traded Funds (ETFs)

The top 10 ETFs and shares investors under 30 are buying

It might be time to turn the stereotype of a risk-taking young investor on its head.
BHP
DRO
+3
Sara Allen
Livewire Markets
Equities

The art of catching falling knives

The market's firmest rule is never to catch a falling knife. It is also the reason its best bargains so often go unclaimed.
Evan Metcalf
Savana Active ETFs
Growth

Soul Patts and 2 more ASX stocks Bell Potter says are worth owning

With some share prices falling faster than earnings expectations, Bell Potter sees an opportunity to buy quality ASX companies.
CHC
WES
Vishal Teckchandani
Livewire Markets
Equities

Building value: 4 small caps delivering through the noise

Delivering through macro headwinds, a select group of small caps continues to execute, scale, and build value.
CGS
SSM
+1
Adrian Ezquerro
Elvest Co
Equities

Huge win for activists as court enjoins Toho HD’s "poison-pill" takeover defence

Takeover defences have experienced a resurgence in the face of rising shareholder activism. This decision is a warning to company management
James Halse, CFA
Senjin Capital
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