Anthropic's IPO filing has revived enthusiasm for AI stocks, but its enormous losses and reliance on a handful of major customers are raising fresh questions about valuations and the sustainability of the investment boom. Meanwhile, Wall Street faces key US growth and inflation data as high borrowing costs weigh on housing, oil prices exceed US$110 and gold retreats despite geopolitical uncertainty. We examine whether corporate investment can sustain the US economy as consumers grow more cautious, and how the approaching midterm elections could reshape expectations for fiscal policy, government spending and financial markets.
Podden och tillhörande omslagsbild på den här sidan tillhör
BFM Media. Innehållet i podden är skapat av BFM Media och inte av,
eller tillsammans med, Poddtoppen.
