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          <time datetime="2025-01-28T14:50:28+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 28, 2025 14:50</time>
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              The rules of this $40 billion game have changed. Here&#39;s what it means for you
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Fixed income investors would be wise to start planning for the end of the AT1 hybrid market in Australia.
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        Yarra Capital Management
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          <time datetime="2025-01-28T14:11:17+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 28, 2025 14:11</time>
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              DeepSeekAI: What is it and why is it a threat to the current AI Goliaths?
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  DeepseekAI claims to have built its latest AI models for just $6 million, so do we need Nvidia&#39;s expensive chips?
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Nvidia&#39;s value crashes by $942 billion thanks to DeepSeek. Is your portfolio too exposed to the tech trade?
            </h2>
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  In this analysis piece, we examine whether DeepSeek&#39;s news is a blip or a game-changer for the ultra-bull market in mega-cap tech.
</div>

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          <time datetime="2025-01-28T12:46:45+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 28, 2025 12:46</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Has China just burst an AI bubble?
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  Even a minor disturbance to the narrative can lead to dramatic consequences.
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        Montgomery Investment Management
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              Why is the U.S. “middle market” important?
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  In this piece, we highlight this important component of the U.S. economy and its relevance to the U.S. investment landscape.
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              Nasdaq&#39;s recent drop is a reminder to look for opportunities outside of the Magnificent 7
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  This sell-off has reminded investors of the risks of investing in semiconductor companies and over-inflating valuations.
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        Profeta Investments
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          <div class="sm:flex-grow">
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              Some DeepSeek thoughts
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Markets have been on a tear for a while and are probably due a pullback. But, DeepSeek doesn’t seem to be an AI boom-ending event. 
</div>

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              Is DeepSeek a threat to your ASX tech stocks? Here&#39;s what you need to know
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  Investors dumped their tech stocks overnight, with Nvidia down a staggering ~US$500 billion in market cap. Are local tech names in trouble?
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              3 ASX small caps well positioned for 2025
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  The gap between large-cap and small-cap equities remains wide. Here we share three names we believe can help close the gap. 
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              &quot;Nvidia&#39;s still a buy&quot;: As China&#39;s ChatGPT moment rattles tech sector
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  Investors are scrambling to assess whether China&#39;s DeepSeek kills demand for Nvidia&#39;s GPUs and the AI stock bull market. 
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              CSL, PME or REA: Which ASX stock will be the first to hit $500?
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  Rudi Filapek-Vandyck, Michael Wayne, and Henry Jennings each boldly nominate the one ASX stock they believe will hit $500 first.
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        Livewire Markets
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          <time datetime="2025-01-28T07:14:36+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 28, 2025 07:14</time>
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              How patience paid off for this company&#39;s ever-growing earnings moat
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  This elegantly simple app allows customers to easily exchange money at a fraction of the cost relative to traditional banks.
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</a>      </div>
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          <time datetime="2025-01-25T07:00:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 25, 2025 07:00</time>
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              Trending On Livewire: Weekend Edition - Saturday 25th January
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  Markets rally as US hits records and ASX nears highs. Livewire’s 2025 Outlook covers growth stocks, ETFs, and income strategies.
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          <time datetime="2025-01-24T21:49:41+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 24, 2025 21:49</time>
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  The Anglo-Saxon world used to be about the virtues of free trade and the horrors of mercantilism. Do we matter? No. Europe and Asia matter.
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              Our 2025 investment outlook – big themes for the year ahead
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  Opportunities emerge as China shifts gears, banks face valuation pressure, and real asset M&amp;A heats up amid an indexing frenzy
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        Firetrail Investments
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              2 ideas in 200 words #2
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  2 compelling investment ideas to take away and research
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        Katana Asset Management
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          <time datetime="2025-01-24T10:26:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 24, 2025 10:26</time>
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              Starting points matter
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  Understanding the three components of shareholder returns.
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              AusQuest eyes holy grail of exploration with first taste of copper-gold porphyry find
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  Tiddler’s shares soar as investors contemplate huge upside; Appetite for big  deposits sees third parties in due diligence with Sunstone.
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              Should you own stocks, gold, or bitcoin? Legendary investor who predicted the ’87 crash has an answer
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  The post-pandemic world of record money printing and debt means investors must adjust or lose out. Tudor-Jones explains how to make money. 
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              Fisher Investments Australia reviews why GDP doesn’t drive the stock market
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  A common misperception Fisher Investments Australia sees: that GDP growth correlates with stock market performance
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