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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 is changing where value accrues. Most investors haven't noticed

Open-weight AI may not change who builds the best models. It could change who captures most of the value.
Lachlan Hughes
Swell Asset Management
Shares

Morningstar: 5 undervalued ASX sectors to watch as the market turns expensive

And a once-in-two-decade sector opportunity for investors.
CSL
+11
Sara Allen
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 6 ASX stocks in the doghouse - which will bark back in FY27?

Hugh Dive (Atlas) and Jason Teh (Vertium) sort the woofs from the whimpers across six of the ASX's biggest dogs of FY26.
AMC
CAR
CSL
+3
Anna Dadic
Livewire Markets
Equities

Things just got even worse for the ASX's most-shorted stock

Lotus Resources has announced a new cap raise at a 66% discount. It could be carnage when the stock finally starts trading again.
Tom Stelzer
Livewire Markets
Equities

Why WAM Active is going for gold and still backing miners

A fast-moving market means cyclical trends are coming back around quicker than ever. Here's where WAM's Shaun Weick sees opportunities.
+3
Tom Stelzer
Livewire Markets
Equities

Cheap Chinese AI models like Kimi are not a threat to US tech

Chinese AI models such as Kimi may appear to threaten US tech, but faster AI adoption could increase demand across the entire supply chain.
Cliff Man
ETF Shares
Equities

Forget SpaceX, here are the worst IPOs of all time

On raw numbers, SpaceX's ongoing slide will be hard to beat, but it still doesn't hold a candle to some of the stock market's worst debuts.
NXL
ZBT
+1
Tom Stelzer
Livewire Markets
Shares

5 ASX and global companies to hold for the next 10 years

The quality compounders to help you sleep at night, according to the experts.
BRG
+1
Sara Allen
Livewire Markets
Equities

AI is making intelligence cheap. What comes next?

As AI makes intelligence abundant, value is shifting to judgment, trusted workflows and the companies that turn ideas into action.
Lachlan Hughes
Swell Asset Management
Markets

Lithium's reign under threat as China backs sodium: Latest for PLS, MIN, LTR, ELV & CXO

Beijing's new battery tax gives sodium a leg-up over lithium – yet most brokers still see value in ASX lithium stocks after the sell-off.
CXO
+7
Carl Capolingua
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 ASX tech stocks powering through AI panic

Tech's had a rough year, but these 5 stocks are proving there's more to the AI story than doom and gloom.
AYA
MP1
NXT
+2
Tom Stelzer
Livewire Markets
Shares

What companies should do after the CGT changes

Recent changes to CGT mean Australian companies should prioritise paying dividends ahead of retaining capital for reinvestment.
Simon Mawhinney
Allan Gray
Equities

Trading by those in the know

What does insider buying and selling signal and how much weight should you put in these moves?
DRO
PME
XRO
Hugh Dive
Atlas Funds Management
Equities

The evolving nature of equity quality in the age of AI

Investors must determine what the AI capital-spending surge means for long-term business durability.
Kent Hargis
AllianceBernstein
Equities

Pressing play on Sony

Where the market sees a tired Japanese conglomerate, Contrarius sees something rare: an AI-Proof and AI-Winner at an attractive price.
Chris Watson
Contrarius Australia
Shares

7 ASX stocks and the themes top-performing managers are backing

We analyse insights from FY26's top-performing Australian equity funds spanning different mandates and styles, and discuss their top stocks.
Chris Conway
Livewire Markets
Shares

BHP FY26 scorecard: record iron ore, soft copper guidance – and a dividend surprise brewing

BHP capped FY26 with record iron ore and copper output, but lower FY27 copper production guidance gave the market a reason to sell.
BHP
RIO
Carl Capolingua
Livewire Markets
Shares

4 stocks to buy beyond the AI obvious

Lots of companies say they’re using AI to improve their offering. These fund managers pick stocks that are actually doing it.
+1
Keith Ford
Livewire Markets
Equities

Active managers: bringing a gun to the gunfight

What basketball, Formula 1 and chess teach active managers about surviving a machine-driven market
Jason Teh
Vertium Asset Management
The Rules of Investing

3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends

Ryder Capital has delivered capital growth and consistent fully franked dividends. Lauren De Zilva explains how.
James Marlay
Livewire Markets
Shares

SaaSpocalypse was a buying opportunity. This manager took it

Joseph Ziller explains why he bought founder-led SaaSpocalypse stocks on the way down and the reason a defence IPO is on his watchlist.
PME
+2
Keith Ford
Livewire Markets
Shares

ANZ, CBA, NAB, WBC: Where the big banks stand as Australia's property boom fades

Tax reform has triggered a “must-have” housing slowdown. Here's what it means for the Big 4 ASX banks and their fat fully franked dividends.
+5
Carl Capolingua
Livewire Markets
Equities

Host of juniors rusting on to soaring tin as it becomes the glue of electrification

Sky leads a list of explorers-cum-developers which are revelling in a strong price for a metal seen as too small a market for the big boys.
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: Are these 5 ASX consumer stocks worth adding to the shopping basket?

Consumer confidence is down, but that might not stop these five consumer discretionary names.
BRG
JBH
+2
Buy Hold Sell
Livewire Markets
Equities

Are Australian investors too loyal?

Australia is 2% of the world's share market. So why does your portfolio look like it's 50%?
William Taylor
ETF Shares
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