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Why we own SK Hynix and why NVIDIA’s ecosystem risk matters

We own SK Hynix to capture soaring HBM demand while avoiding NVIDIA’s long-term risk from hyperscalers designing custom silicon.
Lachlan Hughes
Swell Asset Management
Outlook Series

Your 10 most-tipped ASX income stocks for 2026

See which income stocks are most popular with readers as we go into 2026, and which ones haven't made the cut.
APA
BHP
+7
Tom Stelzer
Livewire Markets
Investment Theme

How to invest through every economic season

No single strategy wins every season but the right mix can build resilience.
Arian Neiron
VanEck
Outlook Series

How to use AI to become a better investor

AI can make you faster and sharper... or dangerously complacent. It all depends on how you use it.
Arms Rosenberg
Minotaur Capital
Markets

Plato's Dr David Allen on its unsung hero driving outperformance

Short-selling is often seen as a way to mitigate risk. For Plato, it's a return-generating machine and market edge.
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 6 high-conviction ASX stocks reimagining their industries

IML's Lucas Goode and Ben Rundle of Hayborough on who the genuine innovators are worth backing in a volatile market.
+3
Buy Hold Sell
Livewire Markets
Equities

2 stocks Anna Milne says are best placed for healthcare’s next chapter

A decade of rising utilisation is coming. Anna Milne outlines the forces reshaping healthcare and the stocks positioned to win.
RMD
Stephanie Gardner
Livewire Markets
Equities

Glenmore stays bullish on small caps but sharpens its focus on valuation

After a blistering rally in small caps, Glenmore is trimming winners, backing structural growers and doubling down on valuation discipline.
CCL
NCK
PLS
+1
Chris Conway
Livewire Markets
Reporting Season

21 ASX stocks 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.
AMI
AYA
+18
Chris Conway
Livewire Markets
Education

What can the echoes of the dot.com bubble teach us?

Worrying about a correction is easy. Far harder is knowing how to navigate it. Everyone knows the stock market will fall at some point. But identifying when and how...
Tom Stevenson
Fidelity International
Equities

Why “value” ETFs underperform – and most ETFs are poison

I’ve previously shown why value stocks excel; I now show why value ETFs don’t – and also why factor, sector and thematic ETFs are toxic.
Chris Leithner
Leithner & Company Ltd
Private Markets

Companies are staying private longer: How Ares says investors can benefit

Private equity secondaries can give investors greater diversification and access to a universe of companies outside the public markets.
Tom Stelzer
Livewire Markets
Education

Why Sydney and Melbourne private school fees are going to $200K a year

School fees are increasingly tied to asset prices, reflecting the wealth of the families who pay them.
David Tuckwell
ETF Shares
Equities

NVIDIA Q3 Fiscal 2026 Earnings

NVIDIA Q3 Fiscal 2026 Earnings
Roger Montgomery
Montgomery Investment Management
Equities

NAB Financial Year 2025 results: steady in a tough environment

NAB Financial Year 2025 results: steady in a tough environment
Roger Montgomery
Montgomery Investment Management
Equities

Baxter’s recovery story: When temporary pain creates lasting value

All four of Baxter’s headwinds are company-specific and temporary, with resolutions underway.
John Goetz
Pzena Investment Management
Equities

The Magnificent Seven can’t carry the market forever

Market concentration is soaring and Big Tech rules the stage. But behind the glare, another corner of the market is quietly stirring.
John Goetz
Pzena Investment Management
Equities

They were early on Nvidia, Tesla and Amazon. Here’s what they’re backing now

Scottish manager Baillie Gifford may be "genetically miserable" but wild optimism has been the key to its success.
Tom Stelzer
Livewire Markets
Equities

5 long and short stock calls from Sohn London

Fresh from Sohn London: big shorts, bold longs, and sharp calls across fintech, med-tech, industrials and more. Here are the key ideas.
Chris Conway
Livewire Markets
Equities

How to profit from trickle down AI-nomics

The biggest players in the AI game have rocketed to the top of market cap lists, but there is value right through the supply chain.
Keith Ford
Livewire Markets
1521-1540 of 38994
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