{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Art of Investing","title":"Global Tech Surges as FTSE Suffers Political Uncertainty","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8d3f32b8\"></iframe>","width":"100%","height":180,"duration":4331,"description":"This week on The Art of Investing, Rich McDonald is joined by Mark “Spice” Holden, Chris “CJ” Fellingham, who together bring over 100 years of combined experience across wealth and hedge fund management. They’re joined by special guest Adam Smith, former Chief of Staff to Chancellor Jeremy Hunt, to unpack another huge week in global markets.\nUS equities pushed to fresh all-time highs as AI and semiconductor stocks surged higher, while falling oil prices and improving risk sentiment helped fuel a broad market rally. The team also debate whether signs of a bubble are beginning to emerge in parts of the technology market.\n\nThis Week’s Highlights:\n📈 Markets Hit Fresh Highs\nUS indices including the Nasdaq, Russell 2000 and S&P 500 all reached new all-time highs as oil prices fell more than 10% this week.\n💻 AI & Semiconductor Boom Accelerates\nAMD, TSMC, Samsung and Intel all surged after another wave of blockbuster technology earnings and AI demand.\n⚠️ Bubble Warning Signs Emerging?\nThe team discuss whether investors are now “buying names they like” regardless of valuation, with comparisons made to previous speculative bubbles.\n🇬🇧 Can The UK Compete In AI?\nAdam Smith shares insights from Westminster on Britain’s AI ambitions, and why the UK still has a chance to become a major global AI hub.\n🛢️ Oil Falls As Ceasefire Hopes Grow\nMarkets welcomed signs of easing tensions in the Middle East, helping drive risk assets higher globally.\n\nPortfolio Snapshot – Week 38:\nNo changes were made to the portfolio this week.\nWeekly portfolio performance: +4.5%\nTotal return since inception: +21.4%\n2026 year-to-date return: +8.9%\nTop Performers\n🥇 VanEck Crypto & Blockchain Innovators ETF: +21.6% WoW\n🥈 BlackRock World Mining Trust PLC: +7.8% WoW\n🥉 iShares Nikkei 225 ETF: +6.5% WoW\nUnderperformers\n📉 Cash: +0.1% WoW\n📉 iShares UK Gilts 0–5yr ETF: +0.4% WoW\n📉 iShares MSCI India ETF: +1.5% WoW\n\nBig Questions This Week:\nIs the AI rally becoming a bubble?\nWhy are markets ignoring valuation...","thumbnail_url":"https://img.transistorcdn.com/thywArVFDknjVUW9JEkpwtTGr3zY240Mo7hbQ7_Y3qM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82NzU5/ZjBhMzdkMWU1MTMy/OWMxNTk1OGU4ZjU2/YWYwZC5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}