The FinThis week, markets reporter Alex Gluyas on what the AI threat debate means for tech stocks, why Cathie Wood is predicting a golden era and whether the bond market might spoil the party.
This podcast is sponsored by Ripple
Further reading:Cathie Wood declares ‘golden age’ for equities after bumpy rideThe high-profile investor is betting equity markets are at the start of a decade-long bull market driven by artificial intelligence. And she’s an Elon Musk fan.Investors see their own threats in push to slow AI developmentOne fund manager said tighter restrictions would be a commercial advantage to Anthropic and OpenAI, and hurt newer start-ups and microchip manufacturers.The market’s biggest fear is no longer the AI bubble. It’s thisInvestors are worried about a disorderly meltdown in bonds. Australia – now almost halfway to a correction – provides a window into how it could unfold.
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