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Morning Call · Today · 40 min

AI financing, cybersecurity and commodities shape the outlook 8/11/26

AI investment accelerates as Nvidia and Wall Street expand financing for infrastructure while questions grow around valuations and returns. Plus, cybersecurity risks and open source competition reshape the AI race. Later, energy, oil and commodities gain momentum as investors look beyond tech for opportunities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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AI investment accelerates as Nvidia and Wall Street expand financing for infrastructure while questions grow around valuations and returns. Plus, cybersecurity risks and open source competition reshape the AI race. Later, energy, oil and commodities gain momentum as investors look beyond tech for opportunities.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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