AI

The network principle behind Zuck’s Twitter stab; Staring down Powell

Artificial Intelligence (AI) promises to transform the way we work. Some enterprises will adapt to AI to grow earnings and/or reduce costs, whilst others will see...

Generative AI and gaming have been big performers for Perpetual's Thomas Rice in the past year, and that isn't likely to change.

The "Magnificent Seven," has accounted for a staggering 95% of market gains. Let's delve into the why and how and explore what lies ahead.

Livewire's Signal or Noise combs through the incredible and highly variable price action in markets over the last month.

People can’t stop talking about artificial intelligence (AI) lately—and many of them are in Silicon Valley’s executive suites. The biggest headline to emerge from our...

Semiconductor rebound drives performance

The market is in for a rude awakening, according to Global asset manager Crescat Capital.

May seems to have been the unofficial artificial intelligence (AI) month. Every day seemed to bring a new development, every conversation seemed to include it, every...

Why buy a legacy database firm with a septuagenarian CTO prone to Oracular visions? To make money of course. This is the Larry Ellison show!

This week’s charts begin by examining the relationship between central banks’ balance sheets and stocks.

Unleashing AI's potential: a deep dive into the most strategic investments for the AI revolution.

The extreme AI-led rally in US Mega-caps has got many wondering if they've missed the boat. The reality is the boat hasn’t been built yet.

Citi is leaning into the mega-cap tech trade despite openly admitting they are "modestly bearish".

Block CEO Jack Dorsey backs open-source AI, emphasizes Block's data advantage, and advises against AI hype at JP Morgan Tech Conference.

Why bother investing in Australia at all?

We sit down with Mary Manning and Jessica Cairns to discuss AI and how it can be factored into the ESG integration process

Key Points: ‍• Productivity growth in advanced economies has been lacklustre since the Financial Crisis, which, alongside ageing populations has led to lower potential...

From pick-and-shovel plays to major beneficiaries, here the Loftus Peak team name the stocks leading the pack on Artificial Intelligence.

Hey ChatGPT, analyse the potential of ChatGPT to be used for phishing