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Moving Markets · Tuesday · 12 min

Markets cheer lower oil prices, while AI investments remains in focus

Markets were supported by hopes of de-escalation in the Middle East, sending oil prices sharply lower and easing inflation concerns. Investors also digested a rare coordinated yen-buying intervention by Japan and the United States, while strong US manufacturing data pointed to continued resilience in the industrial sector. Equities advanced on both sides of the Atlantic, with the Dow Jones reaching a record close and the STOXX 600 remaining near all-time highs. Meanwhile, company news included reports of potential merger talks between AstraZeneca and Bristol Myers Squibb, Visa's acquisition of cybersecurity firm BioCatch, and Alibaba's latest AI model launch. Joining us today is Enrico Chinello from Next Generation Research, who discusses the scale of hyperscaler AI spending and whether the industry is starting to see a clear path towards monetising these investments. (00:00) - Introduction: Mike Rauber, Product & Investment Content (00:38) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (06:39) - Q2 hyperscaler capex: Enrico Chinello, Next Generation Research (11:52) - Closing remarks: Mike Rauber, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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Markets were supported by hopes of de-escalation in the Middle East, sending oil prices sharply lower and easing inflation concerns. Investors also digested a rare coordinated yen-buying intervention by Japan and the United States, while strong US manufacturing data pointed to continued resilience in the industrial sector. Equities advanced on both sides of the Atlantic, with the Dow Jones reaching a record close and the STOXX 600 remaining near all-time highs. Meanwhile, company news included reports of potential merger talks between AstraZeneca and Bristol Myers Squibb, Visa's acquisition of cybersecurity firm BioCatch, and Alibaba's latest AI model launch. Joining us today is Enrico Chinello from Next Generation Research, who discusses the scale of hyperscaler AI spending and whether the industry is starting to see a clear path towards monetising these investments.

  • (00:00) - Introduction: Mike Rauber, Product & Investment Content
  • (00:38) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (06:39) - Q2 hyperscaler capex: Enrico Chinello, Next Generation Research
  • (11:52) - Closing remarks: Mike Rauber, Product & Investment Content


Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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