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

Reporting Season

Missed on revenue and home loans fell 15%. Airlie's Jack McNally explains why NAB still makes sense

NAB was below expectations across most key metrics, so why is it still Airlie's preferred exposure among major Australian banks?
Keith Ford
Livewire Markets
Equities

Record highs and the great market debate

The optimistic thesis rests on measurable macro and microeconomic tailwinds. The pessimistic view centres on vulnerability of the AI theme.
Roger Montgomery
Montgomery Investment Management
Income

The income investing mistakes that are quietly costing Australian investors

ASX yields are falling, hybrids are rolling off and dividend traps are everywhere. Betashares' Cameron Gleeson on building smarter income.
Keith Ford
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2026 - Week 2 (57 stocks covered)

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

QBE is finally becoming boring. That could be good news for investors

QBE has delivered another steady result. Allan Gray’s Justin Koonin explains why ‘boring’ is exactly what investors should want.
Chris Conway
Livewire Markets
Reporting Season

Shoot first and ask questions later - earnings season ramps up

Henry Jennings breaks down a volatile week in reporting season, the stocks being punished, and one name that has jumped onto his watchlist.
360
ASX
+6
Chris Conway
Livewire Markets
Reporting Season

Why ANZ is the pick of the Big 4 as the budget fallout bites

ANZ posted the least ugly result of bank reporting season. Elston's Joe McCarthy on why it's still the pick of the Big 4.
Kerry Sun
Livewire Markets
Shares

Is gold finally oil-proof? Top ASX gold stocks as the bull market reignites

An oil price spike crushed gold in March, but this time bullion and the miners are rallying alongside crude – and that changes things.
BGL
+14
Carl Capolingua
Livewire Markets
Reporting Season

Growing dividend, $1 billion buyback - is it enough to keep the barbarians at the gate?

Telstra lifted earnings, dividends & shareholder returns in FY26. ClearBridge’s Patrick Potts weighs up whether the stock still offers value
TLS
Chris Conway
Livewire Markets
Shares

Emma Fisher: The consumer isn't broken, the ASX isn't boring and volatility is your friend

Airlie’s Emma Fisher shares her playbook for navigating a market driven by momentum, not fundamentals
Anna Dadic
Livewire Markets
Equities

Atlassian doubles in less than six months. Who's next?

Atlassian doubled since April as AI fears flipped to tailwind. Rather than pick the next rebound, a broad US tech ETF captures the trend.
XRO
+1
William Taylor
ETF Shares
Growth

Ophir: The trades that worked in FY26 may not lead the next 12 months

Andrew Mitchell explains where Ophir is shifting its attention.
James Marlay
Livewire Markets
Shares

How to invest like the (new) Buffett

Decoding Berkshire Hathaway’s latest report under new CEO Greg Abel.
+15
Sara Allen
Livewire Markets
Reporting Season

The market punished Life360. Its CEO says the growth story is far from over

Life360 has cracked 100 million users. CEO Lauren Antonoff explains where the next wave of growth will come from.
360
Vishal Teckchandani
Livewire Markets
Reporting Season

CBA posts big profit - is there any value for investors?

Loan and deposit growth drive results, but Australia's biggest bank says mortgage drop-offs raise some questions.
Tom Stelzer
Livewire Markets
Growth

The AI bubble meets reporting season

The latest US earnings season has shown that investors are becoming more discerning when it comes to backing AI winners and that's healthy.
Steve Johnson
Forager
Equities

The shorts cashed in as this ASX stock dropped 57% in a day

Lotus Resources has lost its crown as the most-shorted stock, but short interest is creeping up for this growth stock.
4DX
A4N
+4
Tom Stelzer
Livewire Markets
Shares

Buy, Sell... Buy again? 3 stocks worth another look

Selling a stock doesn't mean giving up on it. Two fund managers on the positions they exited, watched fall, and bought back at better value.
+1
Keith Ford
Livewire Markets
Equities

19 results: What reporting season is saying about rates, wages and the consumer

19 companies have released results in August; these are the insights across employment, labour costs, financing conditions, and consumers.
AVH
+12
Ryan Lim
Alpha Insights
Income

Is the ASX morphing back into an income market?

Australian equities may be entering a new income era.
CAR
COL
+6
Marcus Ryan
Yarra Capital Management
Reporting Season

So much for AI troubles - Car Group posts record revenue and profit

Record profit, accelerating offshore growth and an upbeat outlook. Auscap’s Will Mumford breaks down CAR Group’s FY26 result.
Chris Conway
Livewire Markets
Equities

Why standing still is the biggest risk for Australian investors

How passive flows, systematic investing and factor crowding are reshaping the market—and what active fundamental investors can do about it.
Reece Birtles
ClearBridge Investments
Shares

While memory stocks soar globally, this ASX name is the local play

A rare ASX exposure to memory, AI capex and US reshoring – and all three are working right now.
SGM
Claudia Kwan
North Star Impact Funds
Shares

How far can the prices of WBC, ANZ, CBA, and NAB shares stretch before valuations snap back?

Bank shares are under pressure today after Westpac's update, brokers are bears, and mums and dads are selling — so who's still buying?
+1
Carl Capolingua
Livewire Markets
Equities

More beats, fewer misses: ASX reporting season is off to a promising start

Record highs, positive EPS numbers and better results than February - this could be a reporting season to remember, not forget.
Tom Stelzer
Livewire Markets
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