Wall Street is becoming increasingly selective about AI investment, with Amazon's soaring cloud revenue overshadowed by mounting cash outflows, raising questions about whether technology giants can justify their enormous spending. Tim Mulholland, President of TJM Limited, examines how investors are assessing AI returns alongside resilient US growth, persistent inflation and the Federal Reserve's interest rate outlook. We also discuss oil prices above US$110, gold's resilience despite expectations of higher rates, growing concerns in the Treasury market and how the approaching US midterm elections could influence investment strategies in an already expensive market.

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