AI

Latest news and analysis on AI

Equities

The AI Phenomenon: Lessons in risk management and investor psychology

While NVIDIA has captured the spotlight, it's crucial to recognise that the AI revolution extends far beyond a single company.
Anthony Doyle
Anthony Doyle
Firetrail Investments
Macro

AI's power struggle: An energy crisis in the making

AI's explosive growth is threatening to outpace our current power grid capabilities, sparking a looming energy crisis.
Xinyu Ru
Fawkes Capital Management
Equities

Wondering how to Invest in AI? Take a look at ASX data centres

Data centres are shaping as crucial infrastructure for the AI boom, and there are several opportunities for Aussie investors to consider.
GMG
NXT
Carl Capolingua
Livewire Markets
Equities

Why the AI 'overhype' is positive for our top picks from the Magnificent Seven

AI overhype fuels market highs and fears of a bubble. Discover why our top picks are poised for long-term growth.
+3
Sally Fang
Swell Asset Management
Buy Hold Sell

Buy Hold Sell: 2 high conviction tech stocks for the next 12 months

Plus, the key factors investors should be aware of when investing in tech companies over the coming year.
360
DDR
DTL
+9
Buy Hold Sell
Livewire Markets
Equities

Nvidia needs more to go right than you think

Investors should consider the evolution of AI before holding and hoping that Nvidia is the only game in town.
+1
Charles Ormond
Fat Tail Investment Research
Rapid Fire

Don’t be scared by all-time highs in global equities, there’s likely more on the way

The global equity party is in full swing, with AI and energy demand spiking the punch
+3
Chris Conway
Livewire Markets
Equities

Should you buy the dip on Nvidia?

Nvidia's AI dominance sparks investor interest. But with a soaring stock price and looming competition, is buying the dip a smart move?
+2
Lachlan Hughes
Swell Asset Management
The Pitch

AI providing horsepower for new wave of innovation

New technologies often provide a seismic jump forward for indsustries reaching their limits. AI is doing just that with semiconductors.
Chris Conway
Livewire Markets
Funds

Why this fund manager's top AI position is in South Korea's leading memory chip maker

The growth of technology is a great thematic for investors, but requires deep insight into global technology supply chains, over cycles.
Pieter De Weerdt
Antarctica Asset Management
The Pitch

No need to look for needles, there's value across the entire AI stack

When there is lots of jockeying for position in a developing industry, having exposure to the entire value chain can offer benefits.
+6
Chris Conway
Livewire Markets
Commodities

Nuclear energy trends in the US are bullish for uranium – Citi

Citi believes there are several short and long term reasons to remain “tactically bullish” on uranium - and for a massive target prediction!
BOE
DYL
+2
Carl Capolingua
Livewire Markets
Investment Theme

2 market-leading AI stocks yet to attract market-leading multiples

Despite being one of 2023’s best performing global stocks, up almost 240%, at the time of writing, Nvidia’s share price has continued to rise by around another 150%...
+2
Alison Savas
Antipodes
Commodities

Investing in the AI Energy Gap

Where there’s a crisis, there’s an opportunity
Charles Ormond
Fat Tail Investment Research
The Pitch

Understanding the greatest investment opportunity of your lifetime

That's right, AI stands to be a once-in-a-lifetime opportunity. How much do you really know about it?
Chris Conway
Livewire Markets
Equities

Investing in AI: Where we see opportunities beyond Nvidia

When a great company isn’t a great investment
+7
Alex Pollak
Loftus Peak
Macro

Why I was wrong about NVIDIA

One way to look at NVIDIA is it got lucky with crypto, then AI. But, NVIDIA is leveraging its luck into a game-changing future for tech.
Damien Klassen
Nucleus Wealth
Equities

AI adds to copper's perfect storm

We knew the energy transition would add to demand, but AI and data centers will push the supply-gap wider in a perfect storm for copper
BHP
MAC
+8
Mark Gardner
MPC Markets
Equities

In the spirit of the quant king

Callum Newman of Fat Tail Investment Research explains how he uses algorithms to detect stress, risk and trades in the market
Callum Newman
Fat Tail Investment Research
Equities

The opportunity in data centres explained

Strong share price momentum raises questions about investing in data centres. The below might help understanding the opportunity at hand
GMG
+2
Rudi Filapek-Vandyck
FNArena
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