technology

Latest news and analysis on technology

Equities

“The world has gone mad”: Marcus Padley goes 100% cash

The S&P 500 is on fire, Big Tech is about to report... and Marcus has left the building. “The stock market has become a dangerous place.”
Vishal Teckchandani
Livewire Markets
Equities

9 early-stage stocks catching fire - and the market’s attention

From nuclear microreactors to AI-powered medicine, these ASX and international early-stage companies are drawing serious investor interest.
Vishal Teckchandani
Livewire Markets
Equities

~$1.4bn in capital destroyed - and now it's a high-conviction buy

It requires dynamic and flexible thinking, but we share our playbook for investing (and outperforming) with fallen market darlings.
AD8
EOL
+3
Ben Richards
Seneca Financial Solutions
Livewire Live

Buffett’s favourite advantage is dead

At Livewire Live 2025, Macquarie Capital's Viktor Shvets put a torch to conventional thinking about markets and economic moats.
Vishal Teckchandani
Livewire Markets
Equities

The Fed, Trump and buggy robots. Oh my!

A lot happened this week. Here is what captured my attention as a growth investor.
BKW
+3
Andrew Legget
Livewire Markets
Investment Theme

Can AI live up to its own hype?

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

Is Palantir more magnificent than the Mag 7?

Palantir has been one of the hottest stocks in global markets. Yet, many still can’t grasp what it does let alone agree on what it's worth.
Andrew Legget
Livewire Markets
Livewire Live

“This time really is different”: Viktor Shvets’ dystopian investment roadmap

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

Adobe’s valuation slump on AI disruption not an issue for Canva, says fund manager

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.
Tom Richardson
Livewire Markets
Equities

2 star stocks this fundie is backing in the ASX’s hottest sector

First Sentier’s Dushko Bajic explains why fundamentals still matter, and shares two stocks with massive potential.
XRO
Vishal Teckchandani
Livewire Markets
Macro

Technology sector volatility: Investors spooked by China’s AI startup

AI is a long-term growth story which will support the global economy and provide a wide range of potential investment opportunities
Chris Iggo
AXA Investment Managers
Equities

AI-fuelled growth: Amazon, Google, and Microsoft earnings compared

Amazon, Google, and Microsoft’s latest earnings reveal AI’s growing impact on cloud, ads, and software, as Big Tech races for AI dominance.
+1
Sally Fang
Swell Asset Management
Education

Never mind DeepSeek: here’s why the AI mania won’t last

“Revolutionary technology” doesn’t boost productivity, profits or returns. Speculators in AI and crypto are the latest to delude themselves.
+3
Chris Leithner
Leithner & Company Ltd
Equities

DeepSeekAI: What is it and why is it a threat to the current AI Goliaths?

DeepseekAI claims to have built its latest AI models for just $6 million, so do we need Nvidia's expensive chips?
+4
Mark Gardner
MPC Markets
Outlook Series

Your 2025 market predictions are in: Insights from nearly 5,000 investors

2024 was a fantastic year for markets. But do our readers think this year will be just as great?
Vishal Teckchandani
Livewire Markets
Outlook Series

10 industries and 17 stocks poised to break out in 2025

Find out where the experts see big growth opportunities and the ways they are investing.
ASB
+9
Buy Hold Sell
Livewire Markets
Equities

The 4 common traits of small-cap takeovers (and our top 8 targets for 2025)

Plus, how we found the ASX's newest takeover story: De Grey Mining.
CXO
+40
Ben Richards
Seneca Financial Solutions
Equities

Surprising dividend trend reveals tech sector’s resilience

A surprising trend is emerging: an increasing number of tech companies are starting to share their success through dividend payouts.
+6
Betashares .
Betashares
Equities

ResMed delivers solid FY24 results

ResMed (ASX:RMD) reported its June quarter and full year results after the U.S. market closed on Friday morning. The company met consensus expectations for both...
RMD
Roger Montgomery
Montgomery Investment Management
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
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