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Innhold levert av NAB - The Morning Call and Phil Dobbie. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NAB - The Morning Call and Phil Dobbie eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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China’s AI success spooks US investors

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Manage episode 463451531 series 1400104
Innhold levert av NAB - The Morning Call and Phil Dobbie. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NAB - The Morning Call and Phil Dobbie eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Tuesday 28th January 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


US investors are reassessing the value of US AI related stocks on the realisation that China might have found a solution that can learn faster, at a lower cost, with less energy needs-and is available for all to share and use. If it lives up to the hyped it is a full-on assault on the concept of American exceptionalism led by AI and tech. As NAB’s Rodrigo Catril points out, President Trump has to respond, given the support he has been receiving from tech billionaires in the run up to the election, and since. The market response has beena move to bonds, and a rise in safe heaven currencies, like the Yen. It provides a lively start to a week that includes a number of tech earning’s results (and calls), alongside the fed and ECB meetings.



Hosted on Acast. See acast.com/privacy for more information.

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1332 episoder

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iconDel
 
Manage episode 463451531 series 1400104
Innhold levert av NAB - The Morning Call and Phil Dobbie. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NAB - The Morning Call and Phil Dobbie eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Tuesday 28th January 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


US investors are reassessing the value of US AI related stocks on the realisation that China might have found a solution that can learn faster, at a lower cost, with less energy needs-and is available for all to share and use. If it lives up to the hyped it is a full-on assault on the concept of American exceptionalism led by AI and tech. As NAB’s Rodrigo Catril points out, President Trump has to respond, given the support he has been receiving from tech billionaires in the run up to the election, and since. The market response has beena move to bonds, and a rise in safe heaven currencies, like the Yen. It provides a lively start to a week that includes a number of tech earning’s results (and calls), alongside the fed and ECB meetings.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1332 episoder

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