AI keeps driving markets, but can Big Tech keep up?
Автор: Moneyfarm UK
Загружено: 2025-11-07
Просмотров: 430
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In this month’s update with Richard Flax, Chief Investment Officer, we look at how markets performed in October and what’s driving investor sentiment as we head into year-end. Earnings season told a familiar story: big techs continue to drive growth and invest heavily in AI, while the rest of the market delivered solid, if more moderate, results. Companies still look healthy - the question now is whether the momentum can last.
00:08 - 00:35 Global equities rising close to 5%
00:36 - 01:27 Fed cuts again, ECB holds firm
01:28 - 01:58 Are we on the edge of an AI bubble?
01:59 - 02:32 The Month's Key Data: October datapoint showed UK inflation up 3.8% year-on-year in September
02:33 - 04:07 Question of the Month: What have we learned from the third-quarter earnings we’ve seen, particularly in the US?
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