Manuel Villegas
Researcher at Next Generation Research focused on cloud computing and AI, offering thematic insights on software, hyperscalers, hardware constraints and investment implications.
Best podcasts with Manuel Villegas
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Feb 12, 2026 • 14min
US jobs surprise lifts yields as European stocks break new ground
Manuel Villegas, researcher on cloud computing and AI, offers thematic takes on software, hyperscalers and hardware. Roman Canziani, market strategist, gives equity, fixed income and macro commentary. They discuss a strong US jobs print lifting Treasury yields and delaying Fed cuts. They also cover European stocks hitting fresh highs and how AI advances reshape tech winners and defensive hardware plays.
