artificial intelligence

Latest news and analysis on artificial intelligence

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
Macro

Are we heading for Tech Boom 2.0?

There are considerable parallels between the tech boom in the early 2000s and the AI boom of the last year.
Damien Klassen
Nucleus Wealth
The Pitch

AI providing horsepower for new wave of innovation

New technologies often provide a seismic jump forward for indsustries reaching their limits. AI is doing just that with semiconductors.
Chris Conway
Livewire Markets
Investment Theme

Love it or hate it, the AI revolution is here to stay

As with many conversations I have with investors these days, this one quickly turned to artificial intelligence (AI). The recently retired fund manager I was talking...
Tom Stevenson
Fidelity International
The Pitch

No need to look for needles, there's value across the entire AI stack

When there is lots of jockeying for position in a developing industry, having exposure to the entire value chain can offer benefits.
+6
Chris Conway
Livewire Markets
The Pitch

Understanding the greatest investment opportunity of your lifetime

That's right, AI stands to be a once-in-a-lifetime opportunity. How much do you really know about it?
Chris Conway
Livewire Markets
The Rules of Investing

Rudi: AI is the end of investing as we know it

In this episode, FNArena's Rudi Filapek-Vandyck outlines why value investors can't expect a reversion to the mean.
The Rules of Investing
Livewire Markets
Equities

Investing in AI: Where we see opportunities beyond Nvidia

When a great company isn’t a great investment
+7
Alex Pollak
Loftus Peak
Equities

These 12 ASX stocks are leading Australia’s AI revolution

There are several ways ASX companies can leverage the AI boom. We investigate 12 highly prospective ASX stocks riding the AI transformation.
360
BRG
DDR
+9
Carl Capolingua
Livewire Markets
Equities

Macquarie: These 3 retailers could see a major earnings boost thanks to AI

Next-gen AI-ready PCs could potentially trigger a generational upgrade cycle in computer hardware.
JBH
WES
+4
Hans Lee
Livewire Markets
Macro

How understanding demographic shifts can help investors

Investors understand the power of demographic information. Back in the early 1990s, when I was presenting to investors at ASX-sponsored conferences, I recall...
+1
Roger Montgomery
Montgomery Investment Management
Equities

What’s going on with AI?

Disruptive technologies’ emergence tends to create even wider than usual divisions between those with glass half full inclinations and those who view life as a glass...
+3
Dan Farmer
MLC Asset Management
Equities

Famed investor Stanley Druckenmiller slashes his stake in NVIDIA

The billionaire investor has reduced his holding in the chipmaker, arguing that AI is now "overhyped".
Ally Selby
Livewire Markets
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