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Cashing in chips

October 13, 2026 · 10 min

Show notes

AI stocks slide ahead of earnings season as investors question how much further the chip rally can run. Meanwhile, the IMF lifts its global growth forecasts and points to the AI boom as a key driver of trade and growth. And major US banks open earnings season with bond losses, trading revenues and AI financing in focus.

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Produced by Abisoye Osundairo.

Sound engineering and music by Sebastian and Josh Sommer.

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