artificial intelligence

Latest news and analysis on artificial intelligence

Livewire Live

18 ideas to profit from the world's hottest theme

Although, experts cautioned investors at Livewire Live 2024 that the path ahead is unlikely to be smooth.
APX
GMG
IFT
+23
Ally Selby
Livewire Markets
Macro

A fundamental change to the economics of AI?

Just a quick post as I'm musing the consequences of what could be a fundamental shift in AI.
Damien Klassen
Nucleus Wealth
Livewire Live

5 shocking predictions for 2025 and beyond

Sometimes, investing success comes down to contrarian thinking.
+3
Sara Allen
Livewire Markets
The Rules of Investing

The secret to finding stocks you can hold for 20+ years

Plus, should you really hold on for dear life when a stock gets too hot? Learn this and more in this episode of The Rules of Investing.
+7
The Rules of Investing
Livewire Markets
Views from the Top

Why you should play the long game on this big market theme

Plus, will long-suffering shareholders with diamond hands be rewarded for their investment in this sector?
+1
Hans Lee
Livewire Markets
Macro

August 2024 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Reporting Season

NVIDIA made US$30 billion in revenue last quarter - but this analyst isn't buying

The optimists have been left disappointed by a revenue forecast that doesn't stack up to its track record.
WGB
+3
Hans Lee
Livewire Markets
Education

Mission Critical: The company supporting the world’s biggest brands

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
Equities

4 steps to identify AI winners (and 10 stock examples)

T. Rowe Price's Dominic Rizzo shared how to sift the true winners from the imposters in the world of AI.
+7
Sara Allen
Livewire Markets
The Rules of Investing

Why AI will have a bigger impact on the world than the invention of electricity

In this episode, T. Rowe Price's Dom Rizzo argues the world is underestimating the true impact of artificial intelligence.
The Rules of Investing
Livewire Markets
Equities

News Corp (NWS) - An outsider with an outsized opportunity

Ray David from Blackwattle Investment Partners discusses the transformation underway at News Corp led by CEO Robert Thomson.
NWS
REA
Ray David
Blackwattle Investment Partners
The Pitch

3 impact stocks to access the AI megatrend (beyond NVIDIA)

This fund manager proactively looks for the stocks that are creating solutions to the potential impacts that AI may bring.
+2
Hans Lee
Livewire Markets
Macro

July 2024 Podcasts: Is AI a bust after all?

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
The Pitch

Why this fund manager is underweight what's hot, and overweight what's not

NVIDIA may be the poster child but the AI and digitisation trade won't be one company wins all, says Anthony Srom of Fidelity International.
Hans Lee
Livewire Markets
Commodities

Copper in crisis: Balancing supply shortfalls with explosive demand growth

The surging demand for AI and renewable energy is creating unprecedented pressures and opportunities in the copper market.
Xinyu Ru
Fawkes Capital Management
Macro

AI's power struggle: An energy crisis in the making

AI's explosive growth is threatening to outpace our current power grid capabilities, sparking a looming energy crisis.
Xinyu Ru
Fawkes Capital Management
Equities

Wondering how to Invest in AI? Take a look at ASX data centres

Data centres are shaping as crucial infrastructure for the AI boom, and there are several opportunities for Aussie investors to consider.
GMG
NXT
Carl Capolingua
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 2 high conviction tech stocks for the next 12 months

Plus, the key factors investors should be aware of when investing in tech companies over the coming year.
360
DDR
DTL
+9
Buy Hold Sell
Livewire Markets
Equities

Nvidia needs more to go right than you think

Investors should consider the evolution of AI before holding and hoping that Nvidia is the only game in town.
+1
Charles Ormond
Fat Tail Investment Research
Buy Hold Sell

Buy Hold Sell: 3 themes (and 6 stocks) for the rest of the year and beyond

Forager's Steve Johnson and Seneca's Luke Laretive talk hot themes and hotter stocks
RMD
+2
Buy Hold Sell
Livewire Markets
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