AI theme reheating as Trump coalition fragility a rising talking point
Saxo Market Call
00:00
Intro
This chapter analyzes the current state of the markets, noting the U.S. indices reaching new highs while Europe remains cautious. It explores the impact of U.S.-China talks, the performance of AI-focused stocks, and the challenges faced by major companies like Tesla and Disney amid political and technological pressures.
Transcript
Play full episode
