artificial intelligence

Latest news and analysis on artificial intelligence

Equities

Tencent - Quality franchise on discount valuations

As the market questions the return on investment on Artificial Intelligence capex - Tencent demonstrates the power of its digital eco-system
Sunny Bangia
Blackwattle Investment Partners
Commodities

The AI-driven supercycle in energy transition metals

AI's growth and the energy transition are set to spark a mineral supercycle - reshaping industries and straining supply chains.
Vinnay Cchoda
Betashares
Equities

Four companies driving the next wave of AI

Each one is carving out a niche that is both commercially relevant and well-aligned to the broader investment case for AI.
Billy Leung
Global X ETFs
The Pitch

Where are the hottest opportunities to make money from AI?

The next beneficiaries of the AI boom may not just be leaders like Nvidia. Global X’s Billy Leung discusses the next wave of winners.
Vishal Teckchandani
Livewire Markets
Equities

Here's how Elon Musk's wildest predictions for Tesla, Optimus and robo-taxis stack up

Can Optimus deliver US$10 trillion in revenue and will Tesla become bigger than the next five largest companies combined? Maybe, says Musk.
+5
Tom Richardson
Livewire Markets
Rapid Fire

Why Magellan still backs Microsoft and Amazon for growth

The investment groups says reasonable value is starting to emerge in blue-chip tech after the market's correction in 2025.
+1
Tom Richardson
Livewire Markets
Investment Theme

DeepSeek’s AI disruption – what it means for investors

DeepSeek’s R1 AI model sent shockwaves through markets. Could it signal a major shift in AI demand and the future of the chip industry?
Tim Davies
Carrara Capital
Listed Series

Munro: Share prices will follow earnings growth even if markets wobble over short term

The investment group is backing AI winners and power suppliers as structural growth winners.
+8
Tom Richardson
Livewire Markets
Equities

Munro shifts stock bets from semiconductor winners to energy suppliers and AI application providers

The market-thumping fund manager is looking to tomorrow's winners after producing big capital gains from owning the likes of Nvidia.
+5
Tom Richardson
Livewire Markets
Equities

The AI hype trap: Why Antipodes’ Jacob Mitchell warns investors to stay grounded

The boutique fundie is hunting for stocks that benefit from AI - without the insane valuations - using a "pragmatic value" approach.
+1
Vishal Teckchandani
Livewire Markets
Investment Theme

Why betting against AI is a losing strategy

The AI revolution is not a bubble, but rather a strategic imperative for companies seeking to survive and thrive in the future of technology
Xinyu Ru
Fawkes Capital Management
Equities

Wilson AM's Tobias Yao crushed AI backing founder-led businesses (74% to 39%)

A year ago, we asked whether AI will ever be able to pick stocks like a human. As the headline suggests, the current answer is 'not yet'.
Chris Conway
Livewire Markets
Equities

Fundie vs AI: One year on, who is the winner?

A year ago, we asked whether AI will ever be able to pick stocks like a human? Here, we get some answers.
Chris Conway
Livewire Markets
Education

DeepSeek disruption: What it means for investors

U.S. tech stocks faced a sharp sell-off recently as investors reassessed lofty valuations following the release of a powerful open-source AI model by Chinese startup...
Seema Shah
Principal Asset Management
Education

Never mind DeepSeek: here’s why the AI mania won’t last

“Revolutionary technology” doesn’t boost productivity, profits or returns. Speculators in AI and crypto are the latest to delude themselves.
+3
Chris Leithner
Leithner & Company Ltd
Equities

Nvidia's value crashes by $942 billion thanks to DeepSeek. Is your portfolio too exposed to the tech trade?

In this analysis piece, we examine whether DeepSeek's news is a blip or a game-changer for the ultra-bull market in mega-cap tech.
GMG
NXT
+1
Hans Lee
Livewire Markets
Equities

Has China just burst an AI bubble?

Even a minor disturbance to the narrative can lead to dramatic consequences.
Roger Montgomery
Montgomery Investment Management
Equities

20 stocks that could benefit from Trump's Stargate AI project

US President Donald Trump has launched a new US$500 billion AI initiative in partnership with SoftBank, OpenAI and Oracle.
+13
Thomas Rice
Minotaur Capital
Equities

7 transformative shifts from 2024 that could shape the year ahead

Ray David discusses the big themes of 2024 and nominates five take over candidates for 2025.
360
ALQ
AMC
+13
Ray David
Blackwattle Investment Partners
The Pitch

The next three years of the AI rally will come from these stocks

Narrowing down 2,000 stocks to 40 is no mean feat. Here is how Impax's David Winborne does it.
Livewire Exclusive
Livewire Markets
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