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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

The AI boom’s next big risk

Nvidia’s earnings prove the AI surge continues, but expanding capacity and rising debt signal a shift toward critical overbuild risks.
Damien Klassen
Nucleus Wealth
Equities

Five boring ASX stocks the market may be overlooking

We rated just 46 of 279 companies a BUY this reporting season, and the best opportunities we found were anything but exciting.
ARF
+2
Ryan Lim
Alpha Insights
Equities

Dividends, data centres and dirt: Inside the resources rally

From copper and AI-driven demand to rising capex and execution risk, Portfolio Manager for the Fidelity Australian Equities Fund, Sam Heithersay and Mining Analyst,...
BHP
RIO
Fidelity International
Fidelity International
Equities

2026 Australian Reporting Season - The Great Divide

Reporting season wasn't just about earnings. The outlook mattered more.
COL
CSL
+7
Fidelity International
Fidelity International
Buy Hold Sell

Buy Hold Sell: 6 ASX large cap leaders and laggards

Reporting season is done and dusted. In this episode of Buy Hold Sell, we assess the standouts and casualties at the top end of town.
BHP
+5
Tom Stelzer
Livewire Markets
Equities

August 2026 Reporting Season Wrap

Themes from reporting season along with the winners and losers
AMCDD
COL
+6
Hugh Dive
Atlas Funds Management
Equities

How Ooshies, copper & petrol bankrolled an ASX dividend comeback

All the hits, misses, and traps from the 2026 ASX August reporting period.
ALD
BHP
BPT
+20
Peter Gardner
Plato Investment Management
Markets

Is AI debt making US$1 trillion of bonds behave strangely? The warning signs ASX investors should watch

US$1 trillion of corporate debt is behaving strangely despite calm markets on the surface – an uncomfortable echo of the pre-GFC era.
Carl Capolingua
Livewire Markets
Equities

While the Nikkei boomed, Japan's software went on sale

The Saaspocalypse felt overblown, we moved accordingly, and the evidence so far has been encouraging.
Isabella Foley
Forager
Equities

Panning for gold after reporting season

Australia’s headline index concealed a reporting season rich in opportunities among resources, smaller companies and listed property.
BHP
+7
Cameron McCormack
VanEck
Equities

Gateway’s gold find would be talk of the town … if it weren’t for Kaoko

Kaoko shares soar 237% in two days on a copper discovery in Namibia, overshadowing Gateway’s 16% jump on breakthrough gold results in WA.
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 8 winners, losers and best ideas across ASX small-caps

Sorting the solid from the soft from reporting season, Forager's Steve Johnson and Seneca's Ben Richards give their verdicts.
HMC
+5
Anna Dadic
Livewire Markets
Reporting Season

Surprise ASX beats and misses, sleeper stocks and overrated/underrated

A post reporting season rapid fire wrap up of the reporting season that was with the Yarra Capital Management equities team.
EML
GMG
+3
Chris Conway
Livewire Markets
Reporting Season

Wild swings, big opportunities: 6 ASX best ideas Morgans is backing

Wild swings are creating opportunities in quality stocks. Morgans reveals its best Ideas - plus the explosive charts from reporting season.
CVL
+3
Vishal Teckchandani
Livewire Markets
Equities

13 is lucky if you like dividends!

Thirteen is unlucky for some. For income investors, it just showed up as a 13% year-on-year lift in the total dollar value of dividends announced through August...
Peter Gardner
Plato Investment Management
Shares

From penny stock to $1bn market cap: An overlooked data centre success story

SKS Technologies went from the edge of the cliff to the heart of Australia’s AI boom - and the market is still catching up.
Keith Ford
Livewire Markets
Equities

Emerging-Market equities offer more than chips and memory

The opportunity set across emerging markets is much wider than the AI-driven rally suggests.
Sammy Suzuki
AllianceBernstein
Equities

Why most active managers lose to the market

Most active funds underperform, and the reasons are structural, not bad luck. Understand them and there is a better way to be active.
Evan Metcalf
Savana Active ETFs
Reporting Season

6 high-conviction ASX stock picks that should be on your radar

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.
CCL
DNL
EOL
+3
Chris Conway
Livewire Markets
Shares

4 bids, 1 stock: Australia's national malaise illustrated in this small-cap

FleetPartners isn't a high-growth play, but its story offers a blueprint for industrials and reveals a problem on the ASX.
Chris Prunty
QVG Capital
Reporting Season

Liontown emerges from lithium winter as Kathleen Valley ramps up

Lithium prices are surging and Kathleen Valley is ramping up. Liontown CEO Tony Ottaviano explains why this recovery could have legs.
LTR
Anna Dadic
Livewire Markets
Equities

Record profits, huge earnings and the standout stocks from US reporting season

US companies have gone from strength to strength and investors are demanding more. Here's the key takeaways and stock stories.
WGB
+5
Tom Stelzer
Livewire Markets
Success and More Interesting Stuff

Inside the stunning turnaround of SKS Technologies with CEO Matthew Jinks

From a near-failing 4¢ stock to a $1B powerhouse: CEO Matthew Jinks on how SKS Technologies bet big on Australia's data-centre boom.
Matthew Kidman
Centennial Asset Management
Equities

The stocks that have moved back into view

Australia’s largest companies dominate portfolios, but reporting season suggests stronger growth may be emerging among small and mid-caps.
BHP
+3
Arian Neiron
VanEck
Equities

Everyone has a plan until they get punched in the mouth

Genuine diversification is becoming increasingly difficult to find. It is precisely this scarcity that makes it valuable.
Chad Padowitz
Talaria Asset Management
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