|
|
|
|
|
30.10.26 - 02:42
|
Odd Lots: What Wall Street Really Thinks About the AI Trade Now (Bloomberg)
|
|
|
It has been a big week for the AI trade — Anthropic's IPO filing, Microsoft beating earnings estimates. Reaction in the markets has been mixed as concerns about the AI boom grows.
Global head of equities tactical strategies at Barclays, Alexander Altmann, joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss how Wall Street really feels about the AI trade right now. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
29.10.26 - 09:24
|
What Wall Street Really Thinks About the AI Trade Now (Bloomberg)
|
|
|
It has been a big week for the AI trade — we've seen wobbles in the market, many of them in response to headlines like the Anthropic S-1 and earnings from the hyperscalers (Oracle, Microsoft, etc.). So what does Wall Street make of all the news, and how are they processing an increasing sense that the laws of the economy barely apply to AI? Today, we speak with Alexander 'Alty' Altmann, global head of equities tactical strategies at Barclays, and he helps us make sense of how Wall Street really feels about the AI trade right now. We also talk about the KOSPI-fication of the S&P 500, if there are any historical precedents for the capex going into the AI buildout, and if AI is really immune to interest rates. (Source: Bloomberg)...
|
|
|
29.10.26 - 09:01
|
What Wall Street Really Thanks About the AI Trade (Podcast) (Bloomberg)
|
|
|
It has been a big week for the AI trade — we've seen wobbles in the market, many of them in response to headlines like the Anthropic S-1 and earnings from the hyperscalers (Oracle, Microsoft, etc.). So what does Wall Street make of all the news, and how are they processing an increasing sense that the laws of the economy barely apply to AI? Today, we speak with Alexander 'Alty' Altmann, global head of equities tactical strategies at Barclays, and he helps us make sense of how Wall Street really...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
