artificial intelligence

Latest news and analysis on artificial intelligence

Equities

Resilience, rotation, and real opportunity: Scott Berg’s global market roadmap

Markets have shrugged off chaos in 2025. Scott Berg explains why - and where he’s finding growth without chasing hype.
+13
Vishal Teckchandani
Livewire Markets
Equities

Adobe’s valuation slump on AI disruption not an issue for Canva, says fund manager

Figma's spectacular IPO has cranked excitement around Canva's potential to go public in a US market with a wild appetite for tech stars.
Tom Richardson
Livewire Markets
Equities

The overlooked winners of the AI fear trade

Why Pzena believes misplaced fear from the AI revolution is creating some of the best value opportunities right now.
Vishal Teckchandani
Livewire Markets
Rapid Fire

The surprising resilience of big tech and 2 stocks for coming years

T.Rowe Price’s Dominic Rizzo shares why AI spend has been essential and how he has managed through uncertainty.
+7
Sara Allen
Livewire Markets
Education

Broadcom: the General Electric of the 21st century?

Broadcom behaves more like a private equity firm than tech company as such, leading to comparison between Jack Welch's GE of the 1990s.
+5
William Taylor
ETF Shares
Equities

Jump on the AI trade with these 3 ASX stocks, says broker

A valuation dip is a window of opportunity to jump on three genuine AI stock winners on the ASX, according to this broker.
NXT
Tom Richardson
Livewire Markets
Equities

Morgan Stanley says Meta bigger threat to Google than ChatGPT

The bank says the race to dominate AI chatbots and wearables for consumers is hotting up in 2025, with investors eyeing winners.
Tom Richardson
Livewire Markets
Equities

The other AI stock: you know NVIDIA, but what about AMD?

NVIDIA dominates the AI headlines — but it's not the only player in town
Firetrail Investments
Firetrail Investments
Equities

Beneath the noise: Google’s multi-engine growth story

Don’t mistake fear for fact: Google’s ad engine, cloud growth and AI lead are stronger than the market thinks.
Xinyu Ru
Fawkes Capital Management
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
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