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          <time datetime="2026-09-09T08:15:22+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 09, 2026 08:15</time>
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              One in three ASX companies make unvalidated AI mentions
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  Companies are mentioning AI more and more, but does the rhetoric carry any substance?
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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>The commodities trap that catches investors every <span class="whitespace-nowrap">cycle<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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Global X&#39;s Justin Lin on how supply and demand tailwinds are combining to drive a commodities supercycle and why ETFs are the way to play it
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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>Is 4D Medical the real deal? CEO Dr Andreas Fouras makes his <span class="whitespace-nowrap">case<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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  After a stunning share price run, 4D Medical has plenty of believers and sceptics. CEO Dr Andreas Fouras makes the case for what comes next.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Gold, silver and the commodity price cycle – an ASX investor’s guide to what comes next
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Gold and silver set records in January then crashed by July – the commodity price cycle was at work, but not the version you were taught.
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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 super cycle bear market in bonds and the return of “bond vigilantes”
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Bond yields are likely now in a super cycle rising trend with big implications for investors.
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              Why investing should be the last thing a wealth adviser does
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  At what stage should it matter what’s going on in global capital markets when investing for a private client?
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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%] ">
              Sell in September? Why the ASX data say this year could be different
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It&#39;s that time of year again. Could the stock market&#39;s worst month hurt investors again? 
</div>

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        Livewire Markets
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              The benchmark made me do it
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  The danger of when benchmark awareness becomes benchmark dependence and why we must measure dollar performance for client objectives.
</div>

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        Elston Asset Management
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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>The AI boom’s next big <span class="whitespace-nowrap">risk<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 earnings prove the AI surge continues, but expanding capacity and rising debt signal a shift toward critical overbuild risks.
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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>Inside Challenger IM’s credit fund that refuses to be boxed <span class="whitespace-nowrap">in<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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  Challenger IM’s Stephen Martin on how investing across a mixture of public and private credit assets helps maximise returns for investors.
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              Five boring ASX stocks the market may be overlooking
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  We rated just 46 of 279 companies a BUY this reporting season, and the best opportunities we found were anything but exciting.
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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>Dividends, data centres and dirt: Inside the resources <span class="whitespace-nowrap">rally<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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  From copper and AI-driven demand to rising capex and execution risk, Portfolio Manager for the Fidelity Australian Equities Fund, Sam Heithersay and Mining Analyst,...
</div>

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          <time datetime="2026-09-07T10:12:26+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 07, 2026 10:12</time>
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              What is the market thinking?
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  Investing is all about judgement. Right now, in my opinion, the market’s judgement is poor
</div>

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              2025 was the year to own commodities. 2026 is the year to pick them
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  Different commodities respond to different shocks, and 2026 is providing investors with a vivid reminder.
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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>2026 Australian Reporting Season - The Great <span class="whitespace-nowrap">Divide<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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  Reporting season wasn&#39;t just about earnings. The outlook mattered more.
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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%] ">
              <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: 6 ASX large cap leaders and <span class="whitespace-nowrap">laggards<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">
<path d="M3 16.5C3 15.1193 4.11929 14 5.5 14C6.88071 14 8 15.1193 8 16.5V18.5C8 19.8807 6.88071 21 5.5 21C4.11929 21 3 19.8807 3 18.5V16.5Z" fill="#19202D"></path>
<path d="M16 16.5C16 15.1193 17.1193 14 18.5 14C19.8807 14 21 15.1193 21 16.5V18.5C21 19.8807 19.8807 21 18.5 21C17.1193 21 16 19.8807 16 18.5V16.5Z" fill="#19202D"></path>
<path d="M21 18V12C21 7.02944 16.9706 3 12 3C7.02944 3 3 7.02944 3 12V18M5.5 21C4.11929 21 3 19.8807 3 18.5V16.5C3 15.1193 4.11929 14 5.5 14C6.88071 14 8 15.1193 8 16.5V18.5C8 19.8807 6.88071 21 5.5 21ZM18.5 21C17.1193 21 16 19.8807 16 18.5V16.5C16 15.1193 17.1193 14 18.5 14C19.8807 14 21 15.1193 21 16.5V18.5C21 19.8807 19.8807 21 18.5 21Z" stroke="#19202D" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path>
</svg>
</span></span>
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Reporting season is done and dusted. In this episode of Buy Hold Sell, we assess the standouts and casualties at the top end of town. 
</div>

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            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BHP</div>
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            Followed by<span class="font-bold text-gray-700"> 2385 </span>people
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            Followed by<span class="font-bold text-gray-700"> 146 </span>people
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            Followed by<span class="font-bold text-gray-700"> 1670 </span>people
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      +5
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            Followed by<span class="font-bold text-gray-700"> 2385 </span>people
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            Followed by<span class="font-bold text-gray-700"> 146 </span>people
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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 the next five years could be a golden era for resources <span class="whitespace-nowrap">investors<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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  Argonaut&#39;s David Franklyn on why lithium, copper and gold are set up for a strong five years and how to position before the move.
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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>The ‘mother of all housing corrections’? Chris Joye on property, rates and where he’d invest <span class="whitespace-nowrap">$100,000<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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  Australia’s housing downturn could become the worst in memory. Chris Joye explains why - and where he&#39;s investing right now.
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        Atlas Funds Management
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          <time datetime="2026-09-04T14:43:12+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 04, 2026 14:43</time>
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          <div class="sm:flex-grow">
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              Follow the money into the machine
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Cheaper AI models are widening adoption while Asian chipmakers control crucial hardware bottlenecks, reshaping the semiconductor opportunity
</div>

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        VanEck 
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