Markets Weekly podcast (1 June 2026): Artificial Intelligence (AI) special

About this episode

The episode discusses the implications of rising valuations in semi-conductor chip manufacturers and explores the latest developments in the AI sector.

As valuations in semi-conductor chip manufacturers soar, are concerns of a bubble warranted or is this the start of a new paradigm? In this podcast, Rob Smith, AI and Data Science Strategist, joins host Julien Lafargue, Chief Market Strategist, to explore the latest developments in the AI sector. Will future productivity gains continue to support the AI trade? What are the most important developments in agentic AI? And what comes next?

People in this episode

Host: Julien Lafargue

Guest: Rob Smith

Topics covered

• Artificial Intelligence
• AI sector developments
• productivity gains
• semi-conductor chip manufacturers
• agentic AI

Keywords

• Artificial Intelligence
• AI trade
• semi-conductor
• productivity gains
• agentic AI

Mentioned in this episode

Organizations: Barclays Private Bank

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