AI

Latest news and analysis on AI

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
Equities

How long 'til we go full Jensen?

Jensen Huang is uber-bullish on the AI revolution. But there are cracks emerging in the AI investment boom narrative.
NXT
Greg Canavan
Fat Tail Investment Research
Investment Theme

The end of AI is not nigh

At a time of accumulating warnings about AI being a bubble waiting to burst, is it time to question the biases behind these warnings?
CAR
GMG
NXT
+2
Rudi Filapek-Vandyck
FNArena
Equities

5 international markets on fire - and the ASX ETFs to play them

Global equities are on fire: a sector up 118%, a country ETF up 43%. Here are the markets investors can’t afford to ignore.
+15
Vishal Teckchandani
Livewire Markets
Equities

Experience to opportunity: Fidelity’s 50-year journey in Asia and what investors can’t afford to miss

Fidelity has more than half a century of experience in Asia and investment director Gary Monaghan has plenty of insights to share.
Tom Stelzer
Livewire Markets
Equities

China's race for AI supremacy - Alibaba in focus

Alibaba leads China’s quest for AI independence, propelled by its co-founder Jack Ma’s renewed influence.
Garry Laurence
Profeta Investments
Livewire Live

6 winner-take-all stocks for the next decade

We asked our expert panel of global stock pickers to pick out the stocks that will be must-own in the next decade.
+2
Tom Stelzer
Livewire Markets
Livewire Live

Why Nvidia is the next Nvidia

Speaking at Livewire Live 2025, Munro's Qiao Ma says we're only in year three of the AI era and NVDA is already lapping its competitors.
Tom Stelzer
Livewire Markets
Equities

China’s Nvidia “ban”: a speed bump or a roadblock?

China orders tech giants to halt Nvidia’s China-only AI chip buys. Is this a speed bump or roadblock for Nvidia?
Cliff Man
ETF Shares
Equities

Oracle: why a 40% surge is just the beginning

Despite its 40% daily surge, the company still looks cheap based on simple valuation metrics.
William Taylor
ETF Shares
Education

Jailed crypto kingpin SBF invested $500m in AI startup Anthropic. It would now be worth $15 billion

Sam Bankman-Fried bet big on the AI startup using customer funds. If this doesn't sum up the current frothiness, nothing does.
Tom Stelzer
Livewire Markets
Asset Allocation

A playbook for the rest of 2025 and beyond

This year has already delivered more than its fair share of market episodes and once-in-a-decade events.
Anna Wu
VanEck
Equities

'Revolutionary': Wilsons declares NextDC a massive AI winner

The picks and shovels approach to AI investing means the market heavily favours data centre plays like NextDC.
NXT
Tom Richardson
Livewire Markets
Equities

What happens to the stock market when the AI bubble bursts?

A lack of ROI and diminishing returns make it a question of when, not if.
Tom Stelzer
Livewire Markets
Equities

GPT-5 shows you don’t need to fear your job, yet

Kicking the tyres of GPT-5 show its marketing team has been having a whale of a time. What does this mean for AI workers in the near term?
Charles Ormond
Fat Tail Investment Research
Equities

ServiceNow and the $400 billion AI opportunity: Why agentic AI could change everything

Agentic AI is the next frontier in enterprise automation—and ServiceNow is right at the centre of it
Firetrail Investments
Firetrail Investments
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