Moving Markets

Stock markets edged higher during the European and US trading sessions, buoyed by earnings and renewed investor enthusiasm around AI-driven deals and ahead of Palantir's highly anticipated earnings release after the close. Although the company surpassed earnings expectations, its share price tumbled post-market as concerns emerged over its current valuation. In today’s discussion, we’re joined by Manuel Villegas from Next Generation Research, who provides insight into the evolving opportunities and risks within the AI ecosystem.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:24) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:34) - Artificial Intelligence update: Manuel Villegas, Next Generation Research
  • (10:25) - 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.