Another blow to artificial intelligence stocks

US equity markets continued to sell-off yesterday, driven by disappointing tech-earnings, Chinese AI innovations, and the ongoing uncertainty surrounding Trump's tariff policy – even after he decided to exempt some goods from Mexico and Canada. In contrast, European equities largely defied the trend, with German equities continuing to rally. Joining us today to discuss the energy landscape is Norbert Ruecker, Head of Economics & Next Generation Research, who discusses the potential implications of a ceasefire deal in Ukraine on energy prices.

00:00 Introduction by Helen Freer (Investment Writing)

0025 Markets wrap-up by Jan Bopp (Investment Writing)

06:33 Geopolitics and energy markets by Norbert Rücker (Head of Economics & Next Generation Research)

11:39 Closing remarks by Helen Freer (Investment Writing)

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