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9min chapter
Trump, Tariffs and AI: The Stories Shaping Markets in 2025
Many Happy Returns
Navigating AI and Market Valuations
This chapter examines the delicate state of the US stock market, spotlighting the inflated valuations within the S&P 500 and the optimistic earnings forecasts by analysts. It discusses the competitive AI landscape, particularly the rise of innovations from companies like DeepSeek and the ongoing implications of the US's high-end chip sales ban on China's tech goals. The chapter ultimately questions the sustainability of current tech giants’ investments amidst evolving consumer attitudes and the potential for a market correction.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode