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          <time datetime="2025-11-24T06:00:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 24, 2025 06:00</time>
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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>Still the most important stock in the <span class="whitespace-nowrap">universe<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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  NVIDIA’s results test the strength of the AI boom, underscoring a market split between weak consumers and relentless corporate AI demand.
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        Nucleus Wealth
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          <time datetime="2025-11-23T11:30:37+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 23, 2025 11:30</time>
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              Is there an AI bubble? And is there still value? Both can be true.
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  AI has all the signs of a bubble, yet deep value sits beneath the hype. 
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              It’s probably a bubble, but there is plenty else to invest in
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  AI looks like a classic investment bubble to us, with very high valuations and signs of rampant speculation. But we recognize that while many investors harbour fears...
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        Seneca Financial Solutions 
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          <time datetime="2025-11-22T06:00:32+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 22, 2025 06:00</time>
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  Markets split between costly AI and undervalued sectors. Vaccine makers offer cheap valuations and steady income amid uncertainty.
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        Nucleus Wealth
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              Biotech reawakens: policy clarity, breakthrough data and a surge in M&amp;A
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  Global Biotech is surging as policy fears fade and innovation takes centre stage. Here’s what’s driving the comeback into 2026.
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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>David Allen reveals the systematic playbook behind Plato’s 25 percent <span class="whitespace-nowrap">returns<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Dr David Allen explains the rules-based process behind Plato’s global outperformance and why scale beats instincts in modern markets.
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  Xero won Australia by riding the shift to cloud. But in the US, Intuit’s scale, data and regulatory depth make it almost untouchable.
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              Orion’s funding-offtake deal with Glencore reflects growing scramble for copper, zinc
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  FireFly’s huge resource increase shows it&#39;s set to join the copper party; Ausgold’s big drilling campaign could reshape the WA gold project.
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              Finally, some data from the US
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  The September jobs report showed a very robust 119,000 gain in payrolls, topping all consensus expectations and pointing to a rebound following August’s revised...
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              “Apple won’t be in the Magnificent 7”: Fundies back Alphabet as top tech pick after Buffett’s big buy
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  Tech equity specialists Jacob Mitchell, Cliff Man and Ryan Joyce unpack what Berkshire’s latest bet on Google really signals.
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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: 5 global small and mid-caps that could be tomorrow&#39;s <span class="whitespace-nowrap">giants<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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  With 8,000 global SMIDs to choose from, the hardest part is knowing where to look. Here’s how two experts separate winners from the rest.
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              What the market is missing in mid-caps right now
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              2 stocks Anna Milne says are best placed for healthcare’s next chapter
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  A decade of rising utilisation is coming. Anna Milne outlines the forces reshaping healthcare and the stocks positioned to win.
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        Livewire Markets
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          <time datetime="2025-11-21T06:00:13+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 21, 2025 06:00</time>
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              The Magnificent Seven can’t carry the market forever
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  Market concentration is soaring and Big Tech rules the stage. But behind the glare, another corner of the market is quietly stirring.
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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>This AI narrative flip has delivered a 77% takeover <span class="whitespace-nowrap">windfall<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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  Investors able to identify stocks that successfully transition from “AI loser” to “AI winner” status are striking gold.  
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        Antipodes
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              Poll of the week: Who are you in this market?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Are you jumping on the market cart or stepping aside? In a world obsessed with AI and Nvidia, this piece asks who you really are.
</div>

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        Livewire Markets
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              CIO View: Upbeat bond opportunities, European investors’ optimism and China’s new five-year plan
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Rising fixed income opportunities
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        BNP Paribas Asset Management
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          <div class="sm:flex-grow">
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              Why China tech could be a hidden opportunity
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  AI, cloud, and new mobility segments are booming but the market may still be undervaluing the upside.
</div>

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        Mintwell
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              Markets haven’t changed: prices still move more than business value
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  Modern markets consistently present opportunities for the patient, rational investor.
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