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

Equities

Growth at reasonable yield (GARY) keeps the bears outperforming the bulls when we have asset bubbles in everything

Global macro policy uncertainty isn’t the cause of today’s economic strains; it’s a symptom of deeper structural problems that were ignored
APA
DDR
+1
Mathan Somasundaram
Deep Data Analytics
Equities

The AI infrastructure boom isn't over yet

Data centre delays raise bubble fears, but real physical constraints and strong hyperscaler cash flows signal the AI boom isn't over.
Damien Klassen
Nucleus Wealth
The Rules of Investing

Two attributes to make you a better investor

In this Rules of Investing podcast, Qiao Ma explores curiosity, grit, overlooked bottlenecks and the hunt for future winners.
Patrick Poke
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2026 - Week 1 (23 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Reporting Season

Oberg on Nick Scali's execution masterclass and why the shares could double

Strong margins, a profitable UK expansion and the prospect of significant store rollout have reinforced Oberg's conviction in Nick Scali.
NCK
Patrick Poke
Livewire Markets
Equities

Inside the battles determining the AI winners and losers

AI isn’t one trade. Chipmakers, cloud providers, labs and software firms have distinct dynamics, making competition and valuation key.
+2
Eric Marais
Orbis
Equities

FireFly’s strong metrics put a target on its head for bigger growth-hungry copper producers

Plus, Benz the belle of the Diggers ball, Gateway looks for a Benz repeat and Trek makes the case for a manganese discovery.
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 durable ASX stocks for uncertain times

The industrials sector is home to some of Australia's most enduring companies. Which ones offer the resilience investors need right now?
+2
Tom Stelzer
Livewire Markets
Reporting Season

Better late than never, AMP's turnaround story gathers momentum

Strong flows into AMP's North platform drove its first half result. Fidelity's James van de Graaff explains why the momentum could continue.
AMP
Keith Ford
Livewire Markets
Reporting Season

"Possibly the highest-quality business on the ASX" - IML's Lucas Goode backs REA

One broker says Sell. One fund manager says Buy. Here's why Lucas Goode thinks REA is still a compelling investment.
REA
Vishal Teckchandani
Livewire Markets
Equities

Australia's hidden AI trade

"Australia has missed the AI boom"
BHP
Alastair MacLeod
Elston Asset Management
Equities

Pilbara Economics for the AI Age: how the world’s leading AI models are becoming commodities

OpenAI’s Sarah Friar wants to price for value. The market may only let her price for cost.
Andrew Macken
Montaka Global Investments
Reporting Season

Why Rudi Filapek-Vandyck thinks 60% of the ASX could finally have its moment

Rudi Filapek-Vandyck previews reporting season, explains the coming market "flip" and shares the ASX stocks on his watchlist.
BRG
CCL
+2
James Marlay
Livewire Markets
Equities

ASX banks reporting season preview – who the big brokers are backing to beat

The big banks are tipped to hit their profit targets this reporting season, but stretched valuations leave little room for disappointment.
+3
Joseph Lyons
Livewire Markets
Shares

RBA done hiking? 8 ASX stocks UBS likes as a rate-relief play

Cooling inflation has markets betting on a rate pause. UBS explains why consumer-exposed stocks could be the winners.
+5
Keith Ford
Livewire Markets
Equities

Big tech is quietly funding the best trade of 2026

For years a few megacaps drove the market. In 2026 small caps are winning in every sector, and big tech's own spending is funding it
Evan Metcalf
Savana Active ETFs
Equities

The AI tide rolls on

Demand for AI applications across the global economy will likely outstrip supply, perhaps for the remainder of the decade.
Denny Fish
Janus Henderson
Shares

Morgans’ ‘Best Ideas’ and sectors to watch in August

Overweight resources and industrials, underweight banks and agriculture. Morgans' sector views and the stocks backing them.
ALQ
AMC
+17
Keith Ford
Livewire Markets
Success and More Interesting Stuff

David Friedlander: The Dealmaker

SpaceX, Afterpay, Soul Patts, and many more... meet the lawyer behind Australia's biggest corporate deals.
Matthew Kidman
Centennial Asset Management
Equities

We may be asking the wrong question about AI spending

The AI debate has focused on models and chips. The next phase may belong to the companies that deploy intelligence across entire ecosystems.
Lachlan Hughes
Swell Asset Management
Equities

Return of the drug developer

“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
ALQ
+16
Anthony Kavanagh
Chester Asset Management
Markets

"An awakening in animal spirits": Ben Griffiths on the SpaceX effect and what comes next

Ben Griffiths says equities remain in an uptrend, but the SpaceX frenzy and AI capex boom carry warning signs worth watching closely.
Keith Ford
Livewire Markets
Equities

Micron at 6x earnings: Value trap or Value steal?

Micron sits at the heart of the AI boom, yet trades at 6x earnings. Cyclical peak to sell, or broken cycle to buy?
BHP
RIO
+1
Jason Teh
Vertium Asset Management
Equities

52 company reviews, yet only 7 Buys: What the June-quarter updates have said about value

After reviewing 52 ASX updates over the past fortnight, our verdict is unchanged: genuine opportunities remain limited to a small handful.
DXS
DYL
EDU
+10
Ryan Lim
Alpha Insights
Shares

2 ideas in 200 words #13

These high-growth companies have strong tailwinds.
Romano Sala Tenna
Katana Asset Management
26-50 of 8777
The 10th annual Livewire Live 2026

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22 September 2026 Art Gallery of NSW, Sydney

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