The AI trade is entering a new phase. Until now, investors worried about valuations, circular financing, soaring capex and whether massive spending on chips and data centres would eventually generate adequate returns. Now, the debate has shifted to the speed of AI development itself. That change is already creating unexpected winners and losers, as investors reconsider who benefits if the race for ever-larger frontier models slows. The consequences could also spill into the broader economy, where AI-related investment has become an important source of growth. Add surging energy prices, persistent inflation, geopolitical uncertainty and expensive borrowing, and the timing is hardly ideal. All this comes as the Fed gathers for a highly uncertain policy meeting, with markets heavily betting on a 25bp hike despite receiving no such promise from Kevin Warsh’s Fed.
Watch the full episode to find out more!
Intro0:56 Quick update
2:40 AI winners & losers
5:55 What will the Fed do?
9:07 Where to go?
#AI #ArtificialIntelligence #Nvidia #BigTech #Google #Meta #OpenAI #TechStocks #FederalReserve #Fed #InterestRates #Inflation #Investing #StockMarket #Markets #Economy #AIInvestment #Swissquote #MarketTalk
👉 Discover our brand and philosophy: https://www.swissquote.com/en/group
👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/in...
👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers
