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          <time datetime="2025-11-07T10:48:27+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 07, 2025 10:48</time>
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              2 new sparks that could burn down the stock market bubble
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  AI companies seeking government handouts and legal uncertainty over Trump&#39;s tariffs could shock stocks at a time when momentum is crucial. 
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        Livewire Markets
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          <time datetime="2025-11-07T09:35:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 07, 2025 09:35</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Hamish Douglass bought it when no one would - now Bell Potter’s doing the same
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  A famous ASX contrarian trade from a decade ago is back in focus.
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              Don&#39;t Look Back In Anger... but do look at the numbers
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  How have investors fared since the last Oasis tour in 2005?
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              Investors buy the copper dip in anticipation of price surge and M&amp;A
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  FireFly is among the copper stocks attracting much attention, as is rapidly advancing Coda and the rejuvenated Peel.
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              US private credit&#39;s &#39;cockroaches&#39; signal superior value down under
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  The liquidity rush has shifted global credit markets, with the Australian market now more attractive than ever. 
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              Moving on from Big Tech - what&#39;s next?
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  We&#39;re looking at other themes to invest in and see no rush to re-enter the market.
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Buy Hold Sell: The hottest ASX small caps right now (and 2 on the <span class="whitespace-nowrap">rise)<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  The small-cap comeback is real. This episode of Buy Hold Sell unpacks some of the factors and stocks you should be paying attention to.   
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Australia’s inflation remains a concern, but there’s still hope
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  After the peak of 7.8% in December 2022, Australia’s consumer inflation had been grinding downwards. However, the recent inflation result has proven to be a...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              AI factories – are they built on Firm(us) ground?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Capital is flowing to build factories that produce tokens underpinned by huge demand. Hype or a new revolution?
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        NAOS
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              Cboe’s exit shows Australia needs Regulation NMS
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Cboe’s decision to sell its Australian exchange is a disappointing outcome for the local market and a moment for reflection.
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Why ASX mid-caps deserve a bigger slice of your equity <span class="whitespace-nowrap">portfolio<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  For 25 years, mid-caps have quietly outperformed both small and large stocks. Here’s why they deserve your attention.
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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%] ">
              The defensive stocks to play the potential AI-led correction
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Things are rosy for US and global equities right now, but if we get a correction, what S&amp;P 500 stocks could offer the best protection? 
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">UnitedHealth Group Incorporated Common Stock (DE)</div>
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              Gen AI buildouts spur tech Infrastructure boom
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  Picks and shovels providers are generating strong tailwinds in a &#39;once-in-a-decade&#39; cycle
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              Has the RBA killed ASX growth? WAM&#39;s Matt Haupt on the winners and losers
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  Wilson Asset Management&#39;s Matt Haupt says the RBA&#39;s decision had been in the post. He&#39;s more interested in the global growth story. 
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Brookfield: How infrastructure can deliver returns, diversification and <span class="whitespace-nowrap">yield<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Brookfield&#39;s Sam Garetano on the evolving role infrastructure can offer investors and why Brookfield&#39;s going big on Australia.
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              Playing India... (not just at cricket)
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australian politicians, corporate management and investors are starting to pay more attention to India&#39;s structural demographic tailwinds.
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              Poll of the week: Are you increasing your cash levels like Buffett?
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  Welcome to Livewire&#39;s Poll of the Week. The Oracle of Omaha is holding record cash levels. Are you selling the rally?
</div>

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              About the Donald - you should worry less about these 2 things
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  And coming next week - 1 thing to actually worry about.
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