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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

AI leaves its mark on corporate earnings

Earnings season provided a watershed moment on how AI deployment is now impacting financial performance.
+5
Denny Fish
Janus Henderson
Equities

Six things investors may be getting wrong about AI

With open-source models and falling inference costs, the economics of AI are becoming clearer. Here are six ideas that have reshaped my view
+1
Lachlan Hughes
Swell Asset Management
Reporting Season

Zip's CFO on double-digit growth and winning the 100m-strong US market

A bumper result has the company back on track and looking to grow in Australia and the US.
ZIP
Tom Stelzer
Livewire Markets
Equities

The short sellers' favourite ASX stock is back in their sights

Lotus Resources is once again the ASX's most-shorted stock despite crashing 57% in a day.
+2
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: A mega Mag 7 special

Alan Pullen and Joe Ziller give their verdicts on all 7 stocks and how they're positioned in the new era of AI.
+5
Tom Stelzer
Livewire Markets
Equities

SpaceX’s AI data centre bet could be a spoiler for the entire industry

What if the biggest threat to the AI boom isn’t falling demand, but an engineer building data centres faster than anyone expected?
Damien Klassen
Nucleus Wealth
Shares

What drove gold’s surge - and the miner L1 Capital thinks is mispriced

The US Treasury sparked a sharp gold rally. L1's Rafi Lamm explains what bond yields are signalling and where he sees value.
AUC
+1
Patrick Poke
Livewire Markets
Reporting Season

BHP could double CBA's market cap. Regal's Charlie Aitken explains why

It sounds like a wild proposition, but veteran investor Charlie Aitken argues the tide is turning decisively toward "The Big Australian."
James Marlay
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2026 - Week 3 (161 stocks covered)

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

US bond market turmoil is hitting stocks: What ASX investors need to know

The 30-year US T-bond yield hit a 19-year high and Washington tried to stem the bleeding – it worked for just one day.
Carl Capolingua
Livewire Markets
Reporting Season

Codan's CEO Alf Ianniello on defence, gold, and what comes next

Revenue up 30%, profits up 69% and a balance sheet that flipped $100 million in a year. Codan's CEO says the story is all about consistency.
CDA
Anna Dadic
Livewire Markets
Reporting Season

"It just got too damn cheap": Henry Jennings on CSL’s 70% rally and one stock he's backing to go higher

Henry Jennings breaks down CSL’s stunning rebound and other notable results from the third week of August 2026 reporting season.
BHP
CSL
+3
Vishal Teckchandani
Livewire Markets
Equities

Hungry overseas miners now see Aussie gold producers as cheap prey

And the bullish copper outlook painted this week by BHP shows why more emerging ASX copper producers are likely to be gobbled.
AUC
BHP
Barry FitzGerald
Independent Journalist
Reporting Season

3 ASX winners and 3 losers, according to brokers

Brokers see up to 45% upside in this week’s winners, while coal, rail and the Big Four banks face a tougher outlook.
AYA
+6
Vishal Teckchandani
Livewire Markets
Reporting Season

Codan profit rose 69%. The biggest risk? World peace

Codan’s profit jumped 69% in FY26. Michael Carmody from Centennial sees more growth ahead from defence demand and new products.
CDA
Patrick Poke
Livewire Markets
Reporting Season

Zip Co earnings surged 58%. Luke Laretive says US transaction volumes are the story to watch

Record results for Zip Co sent the share price skyrocketing. Seneca's Luke Laretive explains why an expanding US business is the key driver.
ZIP
Keith Ford
Livewire Markets
Reporting Season

Fidelity on Evolution Mining: Record earnings, higher dividend and a low-cost edge

Evolution posts a third straight record result. Fidelity's Cameron Taylor on the dividend lift, capex timing and gold's wild ride.
Kerry Sun
Livewire Markets
Equities

Omni Bridgeway – A quality legal-assets platform at a sector-reset price

A legal-assets fund manager trading below half book value, with improving fee economics, rising cash conversion and near-term catalysts.
Naheed Rahman
RaaS Research Group
Reporting Season

Breville fell 6%, but Airlie sees a much bigger opportunity brewing

Cost-of-living pressures are playing into Breville's hands, yet Airlie sees an untapped market that could power its next leg of growth.
BRG
Vishal Teckchandani
Livewire Markets
Reporting Season

BHP CFO Vandita Pant on dividends, copper growth, and the next 18 months

The copper transition is no longer a story about the future. BHP's CFO breaks down what it means for returns and growth from here.
BHP
Anna Dadic
Livewire Markets
Equities

Copper is King! BHP delivers big FY26 results & highest dividend in 4 years

Copper has catapulted the mining giant to a bigger dividend and strong numbers. Here's how we saw the results.
BHP
JBH
ORG
+2
Peter Gardner
Plato Investment Management
Reporting Season

"An awesome result": CEO Andrew Alcock on HUB24’s record $18.9bn inflows

The CEO's view on what drove HUB24's $18.9 billion of net inflows, the SaaSpocalypse and the road to double-digit market share.
Keith Ford
Livewire Markets
Equities

Beyond data centres, the next wave of AI winners

Everyone has datacenter and GPU exposure, the 2000's taught us the next bottleneck will likely decide the best opportunities in AI
MP1
NXT
+12
Mark Gardner
MPC Markets
Reporting Season

CSL rallies 18% on earnings beat - but is the worst finally behind it?

CSL beat expectations, guided to 5% earnings growth, and sent shares surging - but plenty of questions remain for the leaderless biotech.
CSL
Anna Dadic
Livewire Markets
Reporting Season

Just what the doctor ordered: PME jumps 12% on FY26 results

Record contracts, bigger dividends and double-digit earnings and revenue growth underpin a big result for the medtech company.
PME
Tom Stelzer
Livewire Markets
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