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Pilbara Economics for the AI Age: how the world’s leading AI models are becoming commodities

OpenAI’s Sarah Friar wants to price for value. The market may only let her price for cost.
Andrew Macken
Montaka Global Investments
Equities

How OpenAI’s rise is fuelling Microsoft and NVIDIA – and starting to threaten Google

UBS says OpenAI’s explosive growth fuels Microsoft and Nvidia, threatens Google, and poses both opportunity and risk for investors.
+2
Carl Capolingua
Livewire Markets
Equities

The world's biggest company is growing at 56%, capitalism is dying, and here's how to profit from AI feudalism

AI will accelerate wealth winners in markets, as capitalism falls to mega-cap tech and online landlords create more wealth for investors.
+1
Tom Richardson
Livewire Markets
Equities

"Nvidia's still a buy": As China's ChatGPT moment rattles tech sector

Investors are scrambling to assess whether China's DeepSeek kills demand for Nvidia's GPUs and the AI stock bull market.
Tom Richardson
Livewire Markets
Equities

Where to now for US stocks: Recession, Magnificent 7, Presidential Election

Major broker Citi offers its opinions on the likely impact on US stocks of the US presidential election, a looming recession, and more.
+5
Carl Capolingua
Livewire Markets
Livewire Live

This software stalwart “missed the mobile revolution, it’s not going to miss AI”

Munro Partners' Nick Griffin is backing AI via one company determined not the miss out on the revolution.
Glenn Freeman
Livewire Markets
Equities

Right time, wrong place

Why bother investing in Australia at all?
+2
Marcus Padley
Marcus Today
Investment Theme

The next generation of growth investing has arrived. It's time to meet the players

Growth investing is a new game with new rules and new players
+3
David Thornton
Livewire Markets
Equities

Brilliant resilience: Why you should forget macro, and just choose quality

Uncertainty. Headwinds. Volatility. Every minute of 'now' seems to chafe for investors, or burn outright. With inflation on the rise, the Russia-Ukraine war...
Matt Buchanan
Matt Buchanan
Equities

What Microsoft’s Blizzard acquisition means for video game investors

Yesterday, Microsoft’s acquisition of video game maker Activision Blizzard was approved by shareholders, with 98% of shares voting in favour, but what does this mean...
kanish chugh
kanish chugh
Global X ETFs
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