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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Latest: Equities

Equities

China’s Nvidia “ban”: a speed bump or a roadblock?

China orders tech giants to halt Nvidia’s China-only AI chip buys. Is this a speed bump or roadblock for Nvidia?
Cliff Man
ETF Shares
Equities

Europe bet pays off for Antipodes’ Jacob Mitchell - where he’s investing next

This investing veteran sees value in several big tech stocks, but warns of market exuberance and the potential for a debt crisis.
James Marlay
Livewire Markets
Equities

Riding the wave: 6 ASX companies showing momentum

Want to ride a trend? We’ve scoured the ASX for big and small companies with strong momentum based on key technicals.
CHC
+3
Vishal Teckchandani
Livewire Markets
Equities

Fund managers most bullish in seven months despite record valuation fears

The latest BofA fund manager survey shows bullish equity positioning and soaring growth expectations, but sticky inflation concerns.
Kerry Sun
Livewire Markets
Equities

The smarter way to invest in Australian small caps

An ETF focusing on quality small caps may be a smarter way to invest in this beloved asset class.
Hans Lee
Betashares
Equities

Fast food, fat valuations: Why investors keep buying terrible tasting stocks

Collins rallies, Domino’s flops, GYG overpriced - who wins ASX’s fast food fight?
Anna Dadic
Livewire Markets
Equities

PLS and LYC are overvalued, yet FMG and BOE are cheap… ASX mining stocks valuation insights

What is the best way to find value in the ASX mining sector? This handy valuation tool offers a quick way to compare your favourite stocks.
BHP
BOE
CXO
+17
Carl Capolingua
Livewire Markets
Equities

Turning tariffs and protectionism into buying opportunities

Joseph Sitch on how Victor Smorgon Group invests like operators, using long-term themes to navigate volatility and drive returns.
Chris Conway
Livewire Markets
Rapid Fire

Will Mumford’s go to metric for finding high-quality stocks

Auscap’s Deputy Portfolio Manager says the ASX looks fully valued but some of the best opportunities lie in high-quality sectors.
RMD
James Marlay
Livewire Markets
Equities

Buffett’s rule reversed? The 17 ASX and Kiwi stocks that made Macquarie’s screen

Macquarie challenges Buffett's wisdom of buying wonderful businesses at fair prices, and finds stocks that fit the reverse principle.
Vishal Teckchandani
Livewire Markets
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

Small caps vs large caps, the battle shaping the ASX rally

Small caps roar back with a lead over the ASX200... but can they hold the mantle or is safety in the giants?
CGF
SEK
+2
Stephanie Gardner
Livewire Markets
Buy Hold Sell

Innovation or illusion? How to spot the real disruptors (and 4 ASX ideas)

Innovation is easy to hype, harder to prove. Steve Johnson & Martin Hickson reveal how to spot ASX innovators worth backing.
COH
NAN
+2
Buy Hold Sell
Livewire Markets
Equities

Oracle: why a 40% surge is just the beginning

Despite its 40% daily surge, the company still looks cheap based on simple valuation metrics.
William Taylor
ETF Shares
Equities

Growth - the defining factor this reporting season

Building scale, technology, or distribution to generate earnings power. That is where the real shareholder value lies.
COL
CSL
+4
Paul Taylor
Fidelity International
Equities

ASX reporting season: Margins, misses, and market opportunities

First Sentier Investors' David Wilson and Christian Guerra unpack August’s reporting season — the most volatile on record.
BXB
COL
CSL
+14
First Sentier Investors
First Sentier Investors
The Rules of Investing

Anna Milne: 4 steady performers, 2 fallen angels and the 'must-own' commodity right now

Wilson Asset Management's Anna Milne reveals how the firm is navigating the big moves shaking through the top 200 stocks on the ASX.
BHP
CAR
CGF
+12
The Rules of Investing
Livewire Markets
Equities

SA’s Gawler gold region lighting up with production plans and exploration results aplenty

Trailblazer Barton is targeting 2026 production while juniors including Indiana, Auravelle and Marmota churn out bumper drilling results.
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 ASX innovators with massive potential

Innovation can pay off handsomely - or burn. On this episode, two pros share how to spot tomorrow’s leaders & the disruptors they’re backing
ERD
+2
Buy Hold Sell
Livewire Markets
Equities

'Very bullish AI': L1 Capital International's Steinthal confident but warns of bond market risks

The CIO is watching longer-dated bond yields for signs the market is worried about inflation that could cause an equity sell-off.
Tom Richardson
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
Equities

Is this the best value gold miner on the ASX?

A nugget in the rough: overlooked, underpriced, and quietly delivering.
David Mari
RMBlack Wealth Management
Equities

Fully franked dividends vs US Exceptionalism

Are the most-exceptional returns actually sitting on the ASX?
Alastair MacLeod
Elston Asset Management
Equities

Are ANZ’s shares due for a re-rate?

The big four banks are taking turns leading the pack, with CBA, NAB and Westpac trading places at the front. Could ANZ be the next to surge?
Vishal Teckchandani
Livewire Markets
Equities

Small and mid-caps shine. Here are Macquarie’s top picks

Domestic cyclicals surged in FY25, but FY26 downgrades loom. Macquarie names its top emerging leaders poised to deliver through the cycle.
AUB
BRG
+13
Stephanie Gardner
Livewire Markets
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