Investec Investec Focus Radio SA

Macro Monday Ep124: AI capex and competition concerns weigh on stock markets

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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.
20 Jul English South Africa Business · Investing

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