Moving Markets

Geopolitical developments remained firmly in focus on Monday, lifting oil prices and supporting energy stocks, while technology shares came under pressure. At the same time, investors digested hawkish central bank rhetoric and prepared for the start of a closely watched earnings season. In today’s show, Enrico Chinello from Next Generation Research discusses OpenAI’s revenue rate, intensifying competition within the AI industry, and the growing opposition to data centre expansion.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:32) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (07:34) - AI price wars: Enrico Chinello, Next Generation Research
  • (12:35) - Closing remarks: Bernadette Anderko, Product & Investment Content

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What is Moving Markets?

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.