AI

Latest news and analysis on AI

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
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
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