A marathon week of earnings from Wall Street banks and some of the world’s biggest tech companies has delivered the latest sign of sustained demand for the artificial intelligence buildout. Meanwhile, investors remain sceptical on whether the AI-driven rally can withstand lofty valuations and uncertainty around the impact of the Middle East conflict continues to swirl. Opening Trade guests discuss whether global stocks can continue to build on earnings strength or if the AI trade has run its course.
Chapters:
00:00:00 – ICYMI: AI Momentum in 2Q
00:00:10 – Madison Faller, JPMorgan Private Bank
00:00:21 – Remi Olu-Pitan, Schroders
00:00:40 – Sharon Bell, Goldman Sachs
00:00:54 – Jim Zelter, Apollo Global Management
00:01:27 – Mark Cudmore, Bloomberg MLIV
00:01:52 – Andrea Auerbach, Cambridge Associates
00:02:06 – Michael Browne, Franklin Templeton
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