Geopolitics drive markets while AI faces new challenges
Show notes
Geopolitical developments remained firmly in focus on Monday, lifting oil prices and supporting energy stocks, while technology shares came under pressure. At the same time, investors digested hawkish central bank rhetoric and prepared for the start of a closely watched earnings season. In today’s show, Enrico Chinello from Next Generation Research discusses OpenAI’s revenue rate, intensifying competition within the AI industry, and the growing opposition to data centre expansion.
- (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
- (00:32) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
- (07:34) - AI price wars: Enrico Chinello, Next Generation Research
- (12:35) - Closing remarks: Bernadette Anderko, Product & Investment Content
Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Chapters
Loading chapters …