AI

Latest news and analysis on AI

Equities

What happens to markets 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
Equities

“Trees don’t grow to the sky” - Ellerston challenges overweights to mega-cap tech stocks

The Mag Seven make up nearly 35% of the S&P 500, but Ellerston’s Nick Markiewicz says the next AI winners won’t be the names everyone knows.
Vishal Teckchandani
Livewire Markets
Equities

China is turning AI into a commodity

Another DeepSeek moment raises questions about Microsoft and OpenAI's Strategy and offers us new opportunities for investment up the stack
Charles Ormond
Fat Tail Investment Research
Equities

The AI data centre boom: AI hyperscalers have hyperscaled demands for key resources

While we are focused on US Tech stocks, US Tech stocks are focused on our key resources they need to build their AI Kingdoms.
BHP
RIO
+3
Mark Gardner
MPC Markets
Education

Broadcom: the General Electric of the 21st century?

Broadcom behaves more like a private equity firm than tech company as such, leading to comparison between Jack Welch's GE of the 1990s.
+5
William Taylor
ETF Shares
Macro

A bright future

Key Points: AI adoption is accelerating and for good reason, it has gotten a lot better over the past two years. We think prospects for further improvements are...
Alex Cathcart
Drummond Capital Partners
Commodities

Can nuclear energy's second wind fuel a uranium revival?

The AI explosion could offer unexpected upside for uranium and the nuclear industry.
Global X ETFs
Global X ETFs
Equities

Apple is calling AI's bluff - it's crunch time for AAPL stock

Apple's annual conference was light on killer announcements. Instead it's taking a big stand - and gamble - against AI
Tom Stelzer
Livewire Markets
Growth

10 U.S. growth stocks that lit up earnings season (and what analysts think now)

We unpack what analysts are saying about 10 U.S. stocks that have carried the S&P 500 within a whisker of its all-time high in recent weeks.
+8
Vishal Teckchandani
Livewire Markets
Equities

Beneath the noise: Google’s multi-engine growth story

Don’t mistake fear for fact: Google’s ad engine, cloud growth and AI lead are stronger than the market thinks.
Xinyu Ru
Fawkes Capital Management
Education

Marcus Padley reveals the secret sauce of timing markets

In this wide-ranging interview, Marcus Padley says timing the market isn’t just possible – it’s essential if you want to sleep well.
James Marlay
Livewire Markets
Equities

Google search isn’t dead, it just smells funny

The question isn't whether this disruption will happen, but whether you're positioned to profit from it.
Charles Ormond
Fat Tail Investment Research
Equities

How you can use AI to know when to sell

It's generally easy for fund managers to tell you about all the stocks they love, but the art of selling is a far more difficult discipline.
+3
Arms Rosenberg
Minotaur Capital
Equities

AI infrastructure: rethinking risk, reward and reality

Structural technology shifts like AI don’t resolve in a year or two. They play out over decades.
Steven Glass
Pella Funds Management
Equities

“The market is inefficient and that is our opportunity”: Magellan’s 3 quality stock picks for these turbulent times

What we learned from the 2025 Magellan Roadshow and the global stocks they're keen on.
+5
Tom Stelzer
Livewire Markets
Equities

Tecogen: unlocking explosive growth in data centre power

With a market cap of just $55M, Tecogen is solving a multi-billion-dollar problem in data centre power—positioning it for exponential upside
Xinyu Ru
Fawkes Capital Management
Equities

How the experts use AI to maximise returns – and what steps you can take

Minotaur Capital’s Thomas Rice and Macquarie’s Benjamin Leung share their insights.
Sara Allen
Livewire Markets
Equities

Nvidia's reckoning? AI bellwether faces moment of truth amid tech correction

As the AI landscape shifts beneath our feet, Nvidias earnings reveal whether the semiconductor giant can maintain its throne amid challenges
Charles Ormond
Fat Tail Investment Research
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