A calm U.S. Fed, a shift in focus for investors around AI and a closer look at Neoclouds
In this 179th episode of the On Investors' Minds podcast, Tai Hui recaps the overnight results from the U.S. Federal Reserve's October meeting along with highlighting the recent increase in investor questions on how to assess the latest AI developments. What interest rate decision did the Fed take and what were their comments going forward? How has the AI investment debate shifted with concerns around rising debt across the major AI hyperscalers? What are neocloud providers and why the recent volatility in some of the bigger names in that space? Listen now to Tai to get up to date and find…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.