Record highs, AI fever and SpaceX's surprise earnings

Stocks are breaking records as investors double down on the AI trade. Strong earnings across sectors, easing geopolitical concerns and renewed risk appetite have pushed markets higher, but SpaceX's latest results reveal the growing price tag of the AI revolution. Mathieu Racheter, Head of Equity Strategy, provides more details on the ongoing earnings season, the rotation shaping markets, and where he sees the most attractive opportunities in technology today. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:31) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:51) - Q2 earnings season / equity market update: Mathieu Racheter, Head of Equity Strategy Research (10:50) - Closing remarks: Helen Freer, 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.