artificial intelligence

If you’re betting on bear markets or mean reversion to pull asset prices back to earth, you’re stuck in a bygone era, says Viktor Shvets.

There are a lot of big predictions -- both good and bad -- regarding AI. But the actual outcome is likely to be far less dramatic.

UBS says OpenAI’s explosive growth fuels Microsoft and Nvidia, threatens Google, and poses both opportunity and risk for investors.

The AI boom just made Oracle's Co-Founder the richest person. For Australian growth investors, it shows the runway ahead is still long.

A jobs apocalypse, vanishing moats and broken cycles. Macquarie’s Viktor Shvets mapped a chilling future for investors at Livewire Live.

The picks and shovels approach to AI investing means the market heavily favours data centre plays like NextDC.

What feels like permanence is often illusion. The AI frenzy could just as easily devolve into overinvestment and disappointment.

The asset manager looks very cheap on conventional valuation metrics, but it's hard to know how the future will pan out.

Markets have shrugged off chaos in 2025. Scott Berg explains why - and where he’s finding growth without chasing hype.

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.