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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
Investment Theme

Spending intentions hit a record high. Sentiment just crashed. Here are the ASX winners and losers.

Spending is holding up, but confidence is falling and the mix is shifting away from discretionary stocks.
COL
JBH
+2
Stephanie Gardner
Livewire Markets
Education

You bought diversification. You're getting concentration

Allan Gray’s Chris Hestelow explains how concentration, valuation blindness and momentum are distorting markets - and what to do about it.
SSM
Chris Conway
Livewire Markets
Macro

Behind lithium's price swing: what the supply chain is actually signalling

Lithium prices spiked then turned volatile. The drivers behind both moves are more structural than the market is currently pricing.
Emanuel Datt
Datt Capital
Funds

3 catalysts, dividend upside, no macro required. The ASX energy stock this fundie is buying

Markets are holding up, but risks are building. One fund manager reveals where pricing hasn’t caught up and where opportunity sits.
ANN
ORG
SEK
Stephanie Gardner
Livewire Markets
Equities

The market is wrong on rates says Milne, so here's what she's buying

The outlook for banks is getting tougher but real estate could get stronger as rate hikes hit a pause.
Keith Ford
Livewire Markets
Reporting Season

One of the ASX’s most exciting (and volatile) growth stories faces its next test

With US hospitals signing on and fresh capital in the bank, 4DX enters its scaling phase. Execution now matters more than ever.
4DX
Chris Conway
Livewire Markets
Funds

Datt is ditching retail and refiners, unsold on AI - What he's buying instead

Emanuel Datt on why he's not sold on the AI hyperscaler thesis but still seeing plenty of opportunities across the market.
ALD
EIQ
HUB
+4
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
Retirement

How much do you need for retirement?

The target isn’t as simple as the old $1 million myth.
Sara Allen
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
Investment Theme

The benchmark made me do it

The danger of when benchmark awareness becomes benchmark dependence and why we must measure dollar performance for client objectives.
Andrew McKie
Elston Asset Management
Shares

Why Katana is holding 24% cash, plus 2 ASX stocks that still make the cut

Katana has lifted cash to 24% amid concerns about global valuations, but Sala Tenna still sees compelling opportunities in two ASX names.
CCL
Chris Conway
Livewire Markets
Shares

ASX lithium stocks at critical juncture as market deficit pushed to 2030

Lithium’s rally has stalled, and ASX lithium stocks have faltered. Here’s why.
CXO
+7
Carl Capolingua
Livewire Markets
Shares

“Easy asset gains are over” – expect a tougher year for the Australian economy

AMP economist My Bui explains whether the RBA will hike next week and what a tougher economy could mean for investors.
Sara Allen
Livewire Markets
Shares

The Fed looks like it’s going to hike – implications for investors and Australia

The Fed is set to hike this week for the first time since 2023. The bull market usually survives the first move - but it won't be smooth.
Shane Oliver
AMP
Reporting Season

BHP pays monster dividend as a higher valuation looks set to stay

BHP's copper pivot has hit an inflection point.
BHP
David Tuckwell
ETF Shares
Investment Theme

The greatest player who never won a Brownlow

And what he can teach you about picking a fund manager.
Andrew Mitchell
Ophir Asset Management
Equities

Return of the drug developer

“Taking on a challenge is a lot like riding a horse; if you're comfortable while you're doing it, you're probably doing it wrong” Ted Lasso
ALQ
+16
Anthony Kavanagh
Chester Asset Management
Commodities

Gold is a much better bet than silver in 2026

Silver looks set to cool as Section 232 tariff fears subside. Gold and its institutional investor base look the stronger bet for 2026.
David Tuckwell
ETF Shares
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