AI

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

Four companies are raising over US$350 billion as Goldman tips $1.175 trillion of US equity supply in 2026. Can the AI rally absorb it?

The biggest players in the AI game have rocketed to the top of market cap lists, but there is value right through the supply chain.

SK Hynix soared past US$1 trillion on Wednesday, but Minotaur Capital’s Armina Rosenberg thinks its ascendency is far from over.

The Saaspocalypse demands valuation discipline, but even on a simple earnings multiple basis, one tech name is still very cheap...

ClearBridge's Ross Kent and Reece Birtles discuss where they're looking now against a dramatic macro backdrop.

A conga line of analysts is pointing to a variety of indicators to support their bearish thesis.

The US market presents greater opportunities for investors compared with Australia, which Ben Clark says has the handbrake on.

What happens when the next generation picks real assets over the AI hype cycle?

While much of the attention around AI has centred on equities, the technology is increasingly impacting bond markets.