ai investing

As AI reconfigures the global economy, Contrarius sees shares through the lens of three distinct buckets: AI-Winners, Proof, and Threatened.

Does it matter what the "right" price is, if the entire index system is structurally forced to buy it on day 15 regardless? Lets have a look

A contrarian AI thesis, surprising stock picks and a warning for investors chasing expensive growth.

AI will reshape everything. That doesn’t mean today’s leaders will win. A global fund manager reveals where value is emerging.

WiseTech fuels an ASX tech rebound as firms pivot from AI hype to real earnings, turning structural threats into massive margin expansion

Big Tech’s $600B AI spend isn't a bubble. It’s a self funded infrastructure build out with superior ROE and capital efficiency

AI mania is here. We break down three ETFs chasing the boom and three designed to hold firm if the hype unravels.

The sell-off is real. But for SaaS companies with genuine moats, this is exactly the kind of entry point you've been waiting for

Parts of the share market have started a fresh bull market, having experienced a bear market previously. For other parts, it's vice versa.

March Capital’s Jamie Montgomery discusses AI, VC shifts, and lessons from Charlie Munger on scaling the next tech wave.