Macro Monday Ep124: AI capex and competition concerns weigh on stock markets
About this episode
Chris Holdsworth discusses the impact of AI capital expenditure and competition on stock market performance.
Increased competition among LLMs and uncertainty about the return on investment on AI capex are all weighing on the market performance on momentum stocks, such as semiconductor firms. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, looks at some of the dynamics in global stock markets. Investec Focus Radio SA
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