AI Momentum Drives 2Q Earnings: Markets Snapshot
A marathon week of earnings from Wall Street banks and some of the world's biggest tech companies has delivered the latest sign of sustained demand
A marathon week of earnings from Wall Street banks and some of the world's biggest tech companies has delivered the latest sign of sustained demand for the artificial intelligence buildout. Meanwhile, investors remain sceptical on whether the AI-driven rally can withstand lofty valuations and uncertainty around the impact of the Middle East conflict continues to swirl.
Opening Trade guests discuss whether global stocks can continue to build on earnings strength or if the AI trade has run its course. Chapters 00:00:00 - ICYMI: AI Momentum in 2Q 00:00:10 - Madison Faller, JPMorgan Private Bank 00:00:21 - Remi Olu-Pitan, Schroders 00:00:40 - Sharon Bell, Goldman Sachs 00:00:54 - Jim Zelter, Apollo Global Management 00:01:27 - Mark Cudmore, Bloomberg MLIV 00:01:52 - Andrea Auerbach, Cambridge Associates 00:02:06 - Michael Browne, Franklin Templeton More on Bloomberg Television and Markets Like this video?
Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance Visit for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg
Television on Connect with Bloomberg Business on TikTok Reddit More from Bloomberg Bloomberg Radio Bloomberg Surveillance Bloomberg Politics Bloomberg Originals Watch more on Bloomberg Technology Bloomberg Originals Bloomberg Quicktake Bloomberg Espanol Bloomberg Podcasts