In our latest podcast, Sharesify’s Steven Frazer and James Crux reflect on a bumpy old week for major stock markets. Steve kicks things off by addressing the big talking point – AI capex. This follows shock spending hikes from Amazon (AMZN) and Alphabet (GOOG).
Steve reveals the staggering combined cost that major firms expect to lavish on AI capex wars this year.
James then discusses Citroen, Fiat and Chrysler car maker Stellantis (STLAM), following the company’s massive €22 billion asset write-down. He explains how that will impact income seekers particularly badly.
James also reveals the diverging paths of weight-loss drug giants Eli Lilly (LLY) and Novo Nordisk (NOVO-B). As one loses the market cap pounds, the other gains.
The chaps spin through what’s coming next week. Consumers are firmly in the picture as brand giants like Coca-Cola (KO) and McDonald’s (MCD) report.
AI/data centre infrastructure will remain firmly in the frame too, Steve reveals. Meanwhile, James explains why once popular fund manager Nick Train will be nervously number checking a couple of reporting companies.
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