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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

Has Pilbara Minerals finally turned the long lithium corner?

Pilbara Minerals shares are rallying on a better-than-expected quarterly production and activities report, we investigate why.
BOE
Carl Capolingua
Livewire Markets
Equities

The ASX sector tipped to be February reporting season's surprise story

A bull market in stocks will spill into strong results for fund managers, as investors wait to pounce on a rotation from banks to miners.
Tom Richardson
Livewire Markets
Equities

3 ASX stocks that highlight how active investing delivers outperformance

Centennial Asset Management's Matt Kidman says an 'active' investment strategy will continue to beat the market.
Michael Carmody
Centennial Asset Management
Equities

DeepSeekAI: What is it and why is it a threat to the current AI Goliaths?

DeepseekAI claims to have built its latest AI models for just $6 million, so do we need Nvidia's expensive chips?
+4
Mark Gardner
MPC Markets
Equities

Nvidia's value crashes by $942 billion thanks to DeepSeek. Is your portfolio too exposed to the tech trade?

In this analysis piece, we examine whether DeepSeek's news is a blip or a game-changer for the ultra-bull market in mega-cap tech.
GMG
NXT
+1
Hans Lee
Livewire Markets
Equities

Has China just burst an AI bubble?

Even a minor disturbance to the narrative can lead to dramatic consequences.
Roger Montgomery
Montgomery Investment Management
Equities

Nasdaq's recent drop is a reminder to look for opportunities outside of the Magnificent 7

This sell-off has reminded investors of the risks of investing in semiconductor companies and over-inflating valuations.
Garry Laurence
Profeta Investments
Equities

Some DeepSeek thoughts

Markets have been on a tear for a while and are probably due a pullback. But, DeepSeek doesn’t seem to be an AI boom-ending event.
+3
Damien Klassen
Nucleus Wealth
Equities

Is DeepSeek a threat to your ASX tech stocks? Here's what you need to know

Investors dumped their tech stocks overnight, with Nvidia down a staggering ~US$500 billion in market cap. Are local tech names in trouble?
NXT
Kerry Sun
Livewire Markets
Equities

3 ASX small caps well positioned for 2025

The gap between large-cap and small-cap equities remains wide. Here we share three names we believe can help close the gap.
ASB
Lucas Goode
IML
Equities

"Nvidia's still a buy": As China's ChatGPT moment rattles tech sector

Investors are scrambling to assess whether China's DeepSeek kills demand for Nvidia's GPUs and the AI stock bull market.
Tom Richardson
Livewire Markets
Equities

CSL, PME or REA: Which ASX stock will be the first to hit $500?

Rudi Filapek-Vandyck, Michael Wayne, and Henry Jennings each boldly nominate the one ASX stock they believe will hit $500 first.
COH
CSL
MQG
+3
Vishal Teckchandani
Livewire Markets
Equities

How patience paid off for this company's ever-growing earnings moat

This elegantly simple app allows customers to easily exchange money at a fraction of the cost relative to traditional banks.
Gareth Brown
Forager
Equities

Our 2025 investment outlook – big themes for the year ahead

Opportunities emerge as China shifts gears, banks face valuation pressure, and real asset M&A heats up amid an indexing frenzy
360
ALD
BHP
+12
Blake Henricks
Firetrail Investments
Equities

2 ideas in 200 words #2

2 compelling investment ideas to take away and research
IPH
QAN
Romano Sala Tenna
Katana Asset Management
Equities

Starting points matter

Understanding the three components of shareholder returns.
Emma Fisher
Airlie Funds Management
Equities

AusQuest eyes holy grail of exploration with first taste of copper-gold porphyry find

Tiddler’s shares soar as investors contemplate huge upside; Appetite for big deposits sees third parties in due diligence with Sunstone.
AQD
BHP
IGO
+2
Barry FitzGerald
Independent Journalist
Equities

ASX coal stocks BHP, Whitehaven, New Hope and Yancoal face nervous wait for 2025 price recovery

Coal prices are forecast to recover after sharp declines in 2024, but will this stem the share price declines across ASX coal producers?
BHP
+3
Carl Capolingua
Livewire Markets
Equities

20 stocks that could benefit from Trump's Stargate AI project

US President Donald Trump has launched a new US$500 billion AI initiative in partnership with SoftBank, OpenAI and Oracle.
+13
Thomas Rice
Minotaur Capital
Equities

With major banks “priced for perfection”, these 4 stocks offer value in ASX financials

Investors are rightly concerned about banks' elevated valuations. Here are names to turn to for investors seeking better value.
+5
Vishal Teckchandani
Livewire Markets
Equities

Why monopolies outperform

Two real world examples with 21.5% and 32.5% compounded return since their IPOs.
Sam Chipkin
5AM Capital
Equities

5 lessons from 5 years of COVID

We didn’t know it, but the ‘stay at home’ order was a historic buy signal for investors.
+1
Tom Stevenson
Fidelity International
Equities

An energy stock at “a hyper-compelling, rock-bottom valuation” (and 9 other stocks to watch)

Seneca’s Luke Laretive discusses the worst performing sectors on the ASX and where to invest.
AGL
ALQ
+7
Sara Allen
Livewire Markets
Equities

Beep Beep: Why we consider CAR Group a quality investment

What the market is missing on CAR Group
CAR
Firetrail Investments
Firetrail Investments
Outlook Series

Slowdowns in this sector tend to be short-lived (and a handful of stocks to catch the bounce)

Platinum's Zoe Middleton explains how leading companies have centuries of adapting to changes in this sector.
Chris Conway
Livewire Markets
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