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Livewire Markets
43 分钟
The ASX sector tipped to be February reporting season's surprise story
A bull market in stocks will spill into strong results for fund managers, as investors wait to pounce on a rotation from ...
Livewire Markets
3 小时
Why MA Financial is making its $3.7 billion portfolio available as an ASX-listed LIT
Find out how the MA Financial team narrow down a $15 billion opportunity set to the few projects they'll take on.
Livewire Markets
6 小时
A once-in-a-cycle healthcare opportunity is available right now
Healthcare is an exciting space to be right now. The extraordinary technological advances we are watching emerge for ...
Livewire Markets
6 小时
A once-in-a-cycle healthcare real estate opportunity is available right now
Real Asset Management's Matthew Strotton is bullish on this often overlooked area of healthcare real estate investing.
Livewire Markets
8 小时
3 ASX stocks that highlight how active investing delivers outperformance
Centennial Asset Management's Matt Kidman says an 'active' investment strategy will continue to beat the market.
Livewire Markets
20 小时
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?
Livewire Markets
23 小时
The rules of this $40 billion game have changed. Here's what it means for you
While APRA’s move has disappointed market participants, the planned transition of $44 billion of AT1 hybrids to Tier 2 ...
Livewire Markets
1 天
Has China just burst an AI bubble?
If the Chinese demonstration is to be taken at face value (there is always the possibility of Chinese deception and ...
Livewire Markets
1 天
Some DeepSeek thoughts
Markets have been on a tear for a while and are probably due a pullback. But, DeepSeek doesn’t seem to be an AI boom-ending event.
Livewire Markets
1 天
Nasdaq's recent drop is a reminder to look for opportunities outside of the Magnificent 7
The Nasdaq recently dropped 3% in a day, following the release of DeepSeek’s AI model. The Chinese start-up’s model boasts to ...
Livewire Markets
1 天
Is DeepSeek a threat to your ASX tech stocks? Here's what you need to know
Investors dumped their tech stocks overnight, with Nvidia down a staggering ~US$500 billion in market cap. Are local tech ...
Livewire Markets
1 天
"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.
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