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Latest: Equities

Equities

The AI buildout nobody's pricing

For the past two years the AI trade has been told as a chip story. It is now also a materials, energy and industrial story. Physical AI, power, land, cooling,...
Billy Leung
Global X ETFs
Equities

Why Forager is underweight AI and the US, and the stock that's done 86% this quarter

Chloe Stokes on why they're selling out of consumer, more bubble than boom on AI, and the overlooked market that's now 18% of the fund.
Tom Stelzer
Livewire Markets
Livewire Live

Five years from now, these are the companies everyone will wish they owned

Vihari Ross and Andrew Mitchell reveal the global stocks they believe could look very different five years from now.
+5
Chris Conway
Livewire Markets
Growth

UBS’s top tech picks: Eight stocks with double-digit upside

The investment bank offers a guide to navigating the AI boom's next phase as investors weigh growth prospects against high expectations.
+6
Vishal Teckchandani
Livewire Markets
Equities

Bidding war for Kakaku.com escalates - EQT vs Bain

Bidding war between Bain & EQT for the owner of leading restaurant reviews site Tabelog could create a huge windfall for Digital Garage
James Halse, CFA
Senjin Capital
Shares

Where two of the market’s best contrarians are finding opportunity now

Alec Cutler and Simon Mawhinney reveal the unloved stocks, sectors and assets catching their eye as capital shifts across markets.
Chris Conway
Livewire Markets
The Rules of Investing

Why it’s not time to leave the equities party yet

T. Rowe Price's Iona Dent says the strength of earnings in equities means it is too early to head for the exits.
James Marlay
Livewire Markets
Equities

Before they were titans

India's greatest wealth creation has occurred during the journey to being a dominant company
Mugunthan Siva
India Avenue
Equities

A catalyst for the AI Bubble break

Investment bubbles are inherently dangerous beasts. Like a natural Ponzi scheme, an investment bubble needs to draw in ever larger amounts of capital to keep it going....
Ben Inker
GMO
Buy Hold Sell

Buy Hold Sell: 8 ASX stocks for attack and defence

The AFL Grand Final is here and so we're taking a look at some of the ASX's most popular attackers and defenders.
360
ALD
BXB
+5
Tom Stelzer
Livewire Markets
Equities

Which of the ASX's most shorted stocks do the brokers think are a Buy?

They may have double-digit short interest, but these stocks are still earning buy ratings.
PDN
PLS
+1
Tom Stelzer
Livewire Markets
Equities

Why the CGT overhaul has made income even more important for investors

As the global economic landscape shifts, the structural proposition supporting pure growth investing is beginning to wobble.
Michael O'Neill
IML
Livewire Live

James Hawkins: Yes to resources, no to Aussie consumers

L1 Capital's James Hawkins breaks down the 3 sector buckets powering his concentrated 10-stock fund.
+2
Callum Newman
Mining.com.au
Livewire Live

Predicting the world's biggest stock - did Antipodes' Vihari Ross get it right, and what is she backing next?

A year ago, Antipodes' Vihari Ross called Google the buying opportunity of the decade. How did her call turn out?
Tom Stelzer
Livewire Markets
Livewire Live

Dougal Maple-Brown's shocking prediction: CBA stock will halve

CSL has already doubled off its May lows. Will Dougal Maple-Brown’s other shocking prediction land?
CSL
Keith Ford
Livewire Markets
Livewire Live

3 top ASX stock ideas from Livewire Live 2026

One could triple, another is being hurt by unusually lucky punters, while the third is riding the huge electricity infrastructure build-out.
Vishal Teckchandani
Livewire Markets
Equities

Which stocks win and lose under higher inflation?

Value investors and holders of energy stocks will fare decently; “growth” and tech speculators should prepare for disappointment – or worse.
Chris Leithner
Leithner & Company Ltd
Equities

When the numbers and the share price tell different stories

When prices become disconnected from fundamentals, who in the portfolio is actually looking for the difference?
BHP
CSL
RMD
+1
Reece Birtles
ClearBridge Investments
Buy Hold Sell

Buy Hold Sell: 6 winning stocks - the ultimate small-cap watchlist

Nick Sladen (LSN) and Matt Nicholas (1851) reveal their best performers, recent additions and long-standing winners.
BAP
MP1
+3
Anna Dadic
Livewire Markets
Equities

The ASX stocks that outperformed last time the Fed started hiking rates

If this is the start of a new rate hiking cycle then these could be the stocks and sectors to watch.
Tom Stelzer
Livewire Markets
Equities

The AI data centre boom: follow the GPU price, then follow the debt

Forget collapsing token prices: to spot the AI data centre top, watch falling GPU rental rates and the tightening terms on industry debt.
Damien Klassen
Nucleus Wealth
The Rules of Investing

Hofflin: Big moves are creating great value on the ASX

CSL was Hofflin's top fallen angel pick. Now he's revisiting the basket and backing another beaten up stock that's down 96% from its highs.
COH
CSL
+6
James Marlay
Livewire Markets
Shares

The commodities opportunity you might be missing (and 3 ASX stocks to get on board)

From Black Sea port shutdowns to a looming El Niño, Morgans explains why soft commodities are “ripening” and how to play it.
BGA
GNC
+1
Chris Conway
Livewire Markets
Equities

Currency Hedging your portfolio: a tool to add value or remove risk?

Every unhedged global portfolio carries a hidden currency bet. Here's what hedging actually does to your returns
William Taylor
ETF Shares
Buy Hold Sell

Buy Hold Sell: 6 ASX small caps thriving in a macro storm

Nick Sladen (LSN) and Matthew Nicholas (1851) on the small caps that can weather sticky inflation, rising yields and a sluggish economy.
CGS
+3
Anna Dadic
Livewire Markets
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