generative ARTIFICIAL INTELLIGENCE

Latest news and analysis on generative ARTIFICIAL INTELLIGENCE

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
Investment Theme

How to invest amid the “shifting sands” of mega-cap tech

Janus Henderson's Denny Fish provides new insights on AI, including how his team finds opportunities and identifies threats on the horizon
+3
Glenn Freeman
Livewire Markets
Investment Theme

Think global tech is overheated? Think again, says T. Rowe Price

US and Japan equities are the standouts in the multi-asset team’s bullish outlook on global stocks, alongside other parts of Asia.
Glenn Freeman
Livewire Markets
Investment Theme

10 Quality stocks on Rudi’s watchlist (and why Nvidia isn’t one of them)

All-weather performance and consistent success allocating capital are key characteristics for FNArena's Rudi Filapek-Vandyck
CAR
+10
Glenn Freeman
Livewire Markets
Investment Theme

11 stocks driving this fund's double-digit returns

These companies deliver double-digit earnings while flying under the radar of many investors, says WAM Global's Catriona Burns.
+6
Glenn Freeman
Livewire Markets
Investment Theme

Why Nvidia could pass Apple as the world's most valuable company

The stratospheric growth of chipmaker Nvidia could see it outstrip Apple, says Munro Partners’ Nick Griffin
+8
Glenn Freeman
Livewire Markets
Investment Theme

How to invest in AI: finding winning AI stocks

(Almost) everything you need to know about investing in AI.
+2
Kiryll Prakapenka
Fat Tail Investment Research
Rapid Fire

Ain’t seen nothing yet: The AI revolution is still winding up, says Montaka

This global asset manager was an early mover on artificial intelligence, which CIO Andrew Macken believes has much further to run.
+4
Glenn Freeman
Livewire Markets
Investment Theme

How will AI be monetised: Predicting AI winners and losers

Cash is king, even with AI. The question isn’t how much AI will disrupt. It’s how much that disruption will pay.
+9
Kiryll Prakapenka
Fat Tail Investment Research
Equities

There's peril and promise in generative AI

The revolution in generative AI is just starting. Understanding the ecosystem can help you cast your net for opportunities.
+6
Kym Sheehan
Livewire Markets
Equities

Powerful market drivers

The network principle behind Zuck’s Twitter stab; Staring down Powell
+7
Alex Pollak
Loftus Peak
Investment Theme

Yarra's 3 big themes, 11 stocks (and the AI arms race)

Portfolio manager Will Low questions whether the AI-fuelled tech rally is as widely justified as many investors think
WOR
+10
Glenn Freeman
Livewire Markets
Investment Theme

Qiao Ma and Jun Bei Liu's reasons for investor optimism

Two of Australia’s most successful equity investors detail where they see some of the greatest potential in global and local markets.
NXT
QAN
+1
Glenn Freeman
Livewire Markets
Equities

Watch BingGPT go Germanium Hog Wild!

I have to admit, this Artificial Intelligence thing is not all bad. I have become an armchair inquisitor of critical mineral prospects.
Kingsley Jones
Jevons Global
Equities

What’s ahead for Aussie tech, and 3 small-cap stocks on Goldman’s radar

One is down 30% in 12 months, another is up 40% – and the third is flat. This investment bank rates two of them as BUY.
DDR
DTL
+1
Glenn Freeman
Livewire Markets
Equities

Securing Your Stake in the AI Gold Rush: A Strategic Investment Guide

Unleashing AI's potential: a deep dive into the most strategic investments for the AI revolution.
+4
Lachlan Hughes
Swell Asset Management
Investment Theme

What We Can Learn About AI from Jack Dorsey

Block CEO Jack Dorsey backs open-source AI, emphasizes Block's data advantage, and advises against AI hype at JP Morgan Tech Conference.
SQ2
Alexander Clunies-Ross
Swell Asset Management
Investment Theme

Why I do not lose (much) sleep over Generative Artificial Intelligence.

The latest generative artificial intelligence tools are very cool and fun to play with. It is the folks in board rooms that I worry about.
+3
Kingsley Jones
Jevons Global
18