AI

Latest news and analysis on AI

Equities

5 exciting areas of investment opportunity in 2024

It’s a new year. The Australian Open has been played & won. It’s time to refocus on the road ahead- 5 key opportunities we see for 2024
Andrew Macken
Montaka Global Investments
Equities

Fundie vs AI: Who is the better stock picker? (and 10 ASX stock ideas for your trouble)

AI is getting better, faster, & stronger. Will it ever be able to pick stocks like a human? We take a step towards answering that question.
ALD
DXS
+6
Chris Conway
Livewire Markets
Equities

The next AI winners and other companies investors have been buying this year

Livewire has teamed up with Stake to bring you insights into the activity of Australian investors.
BHP
+28
Sara Allen
Livewire Markets
Investment Theme

How to invest in AI: finding winning AI stocks

(Almost) everything you need to know about investing in AI.
+2
Kiryll Prakapenka
Fat Tail Investment Research
Equities

Fantastic Four is the new Magnificent Seven

As 2024 unfolds, the spotlight shifts to four exceptional performers, promising an era of robust returns and strategic dominance.
+2
Sally Fang
Swell Asset Management
Equities

Geopolitical shocks keep markets on edge

Wars, embargoes, rates roil markets
+4
Alex Pollak
Loftus Peak
Equities

Microsoft, OpenAI, and Cloud Computing – News or Noise?

Amid OpenAI's turbulence, Microsoft emerges resilient. Profiting from AI, their strategic moves secure long-term growth prospects.
+1
Jai Mirchandani
ELM Responsible Investments
Equities

The OpenAI Saga: Boardroom battles, new leadership, and tech talent tussles

OpenAI's leadership shakeup: CEO Altman out, Twitch's Shear in, amid Microsoft's strategic moves and employee upheaval.
Lachlan Hughes
Swell Asset Management
Equities

There's peril and promise in generative AI

The revolution in generative AI is just starting. Understanding the ecosystem can help you cast your net for opportunities.
+6
Kym Sheehan
Livewire Markets
Livewire Live

Forecasting the future for artificial intelligence

Catch the entire interview with Cota Capital's Bobby Yazdani here.
Livewire Exclusive
Livewire Markets
Expert Insights

Don't confuse the AI rally with the dot-com bust

One's a bubble, the other isn't (yet)
Chris Conway
Livewire Markets
Equities

Arm, Instacart and Klaviyo IPOs: A new listings revival or dead cat bounce?

Are IPO markets back in black? The recent price action for Arm Holdings and Instacart suggests otherwise.
Kerry Sun
Livewire Markets
Asset Allocation

High Conviction Global Growth, A.I. | Nick Thomson

Murdoch is joined by Nick Thomson, the Portfolio Manager at Lakehouse Capital Global Growth Fund.
+2
Murdoch Gatti
York Wealth Management
Equities

7 fund managers give us 19 investment ideas across Australian and global equities

Fund managers see a lot to like in global and Australian equities markets that fit their bottom line
ALU
BHP
+16
Kym Sheehan
Livewire Markets
Equities

Regulating the AI revolution: What investors need to know

Competition with China and consumer safety are key themes.
T. Rowe Price
T. Rowe Price
Investment Theme

5 things you need to know about AI and what it means for investments

AI is the tech on everyone's lips but it's more than the headlines when it comes to changing the world.
NXT
XRO
+10
Sara Allen
Livewire Markets
Education

Why is the neutral rate of interest rising and should we care?

The neutral rate of interest appears to be rising as households spend more and save less, while business investment levels rise. This will impact borrowing costs,...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Investment Theme

Investing in AI: hype, business models, and risks

How much of the AI hype is justified? And what is more important to investing: imagination or scepticism?
APX
NXT
+1
Kiryll Prakapenka
Fat Tail Investment Research
Livewire Live

Three stocks Jacob Mitchell is backing for the next five years

Ahead of his appearance at Livewire Live on 12 September, Antipodes Partners' Jacob Mitchell answers a handful of burning questions.
+3
Sara Allen
Livewire Markets
Equities

AI: Sorting bubbles from justified inflation

We look at companies and stocks that can make true benefits from the AI revolution.
+5
Elfreda Jonker
Alphinity Investment Management
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