About this episode

The episode discusses the impressive earnings reported by five US banks and their connection to the AI boom.

Five US banks reported earnings this morning and they were all terrific. Today on the show, Lex editor John Foley joins Rob Armstrong to discuss the stunning results for banks and why it’s all part of the AI boom. Also they go long Count Binface again and long hog farms turning into data centres.  For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer . You can email Robert Armstrong and Katie Martin at unhedged@ft.com . Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Rob Armstrong

Guest: John Foley

Topics covered

• bank earnings
• AI boom
• financial news
• investing
• data centers

Mentioned in this episode

Organizations: Financial Times, Pushkin Industries, FT.com, Acast

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