AI

Latest news and analysis on AI

Investment Theme

The winners in the AI decade won’t be who you expect

RQI Investors reveal where real AI value is emerging and why infrastructure, not applications, will drive long-term returns.
Stephanie Gardner
Livewire Markets
Fund in Focus

How Brookfield is looking to win in the infrastructure supercycle and beyond

The Brookfield Infrastructure Income Fund is finding the long-term income opportunities in the ever-growing infrastructure sector.
Tom Stelzer
Livewire Markets
Macro

AI factories – are they built on Firm(us) ground?

Capital is flowing to build factories that produce tokens underpinned by huge demand. Hype or a new revolution?
Robert Miller
NAOS
Macro

Code, build and repeat

Stock market returns of more than 20% are common around the world this year.
Chris Iggo
AXA Investment Managers
Investment Theme

Vihari Ross: A generational cycle is starting, and investors are still on the sidelines

Ross said the energy transition would trump AI as the decade’s biggest capital cycle. A year on, she says the numbers still back her view.
Stephanie Gardner
Livewire Markets
Funds

$3 trillion in revenue, 17% growth, and a dose of bubble risk

Big tech fundamentals remain strong, but Magellan flags froth, IPO mania, and rising speculative excesses.
+3
Stephanie Gardner
Livewire Markets
Equities

Google can win the AI race

Google's shares hit record highs as Gemini reach record users. The real question: who’s winning the AI war?
+4
Cliff Man
ETF Shares
Equities

‘I think, therefore I error’

Before we get carried away with the AI revolution, perhaps we should check in on how our silicon overlords are handling simpler tasks.
Charles Ormond
Fat Tail Investment Research
Equities

The US stocks and sectors that could outperform the Mag 7

3 global equities managers make the call on Mag 7 dominance and where else on the S&P 500 investors should be looking for better returns.
+5
Tom Stelzer
Livewire Markets
Macro

No data, no cry

There has been no official US economic data this month.
Chris Iggo
AXA Investment Managers
Investment Theme

AI is the new gold rush: the real winners won't be the ones you expect

We reveal the companies that stand to see the most upside from the AI boom (Hint: it's not the AI companies).
Arian Neiron
VanEck
Commodities

How Aussie miners like Arufura, Iluka and Lynas are powering the AI boom

Australia is fast becoming a key player in the AI supply chain, fuelling the semiconductor boom with its rare earths and critical minerals
+2
William Taylor
ETF Shares
Equities

6 big questions and one clear message for investors - stay long

Will AI save us from a bear market? Where are we in the cycle? Are there lessons in history? Answers to those questions and a few more...
Michael Carmody
Centennial Asset Management
Equities

AI does 'boring' really, really well

Curious what AI for corporates might look like? The future has already been developed in Brisbane.
TNE
Rudi Filapek-Vandyck
FNArena
Equities

3 hot sectors, a handful of stock ideas, and what could come next

I reached out to 3 fund managers for their take on the hottest sectors (and stocks) for 2025, and how they're positioning for the road ahead
AMI
+11
Sara Allen
Livewire Markets
Education

The Dotcom bubble was a political phenomenon — not a market one

The Dotcom bubble was manufactured by the US investment banks and wirehouses. The political conditions that allowed it have disappeared.
David Tuckwell
ETF Shares
Macro

Bubble trouble – is AI enthusiasm driving a bubble in shares?

Bubble fears are back. As AI stocks soar and valuations stretch, Shane Oliver weighs what’s hype, what’s real, and what investors should do.
Shane Oliver
AMP
Equities

Rise of the machines! How smart robots could be your smartest investment yet

Why the application of AI in robotics and automation could be the next AI goldmine.
+6
Mark Gardner
MPC Markets
Equities

Battery Age Minerals: Undervalued, uncovered, unmissable

This $17m ASX microcap could be holding a US$10b+ asset in plain sight - and the stock is still trading below the radar.
FXG
Xinyu Ru
Fawkes Capital Management
Equities

Apple: iPhone 17 bumper sales show Tim Cook's staying power

In a market distracted by AI, Tim Cook's buyback machine is starting to look cheap.
William Taylor
ETF Shares
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