Bulls or Bots? Dissecting the AI everything U.S. equity market
In this 163rd episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Fiona Harris, Head of International Investment Specialists in the U.S. Equities team, to take a closer look at the U.S. equity market, the most recent Q2 earnings, and the outlook through the end of the year. How has the market reacted to the Q2 earnings released so far? What's the impact of the hyperscalers' current level of escalated capital expenditures? Where and how is AI being used by investment teams to improve returns for investors? Listen now to Kerry and Fiona to get up to date and find…
The skinny
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