EP 148: Is the AI boom cracking? Inside July’s sell-off and beyond
Enterprise artificial intelligence demand is booming, semiconductors remain volatile, and July’s sharp sell-off has left investors asking whether the AI trade is cracking or simply resetting.
Hosted by Moz Afzal, Global CIO at EFG, in conversation with Henry Walters, EFG Equity Analyst, this episode explores what drove the July wobble – from crowded positioning and leverage to rising rates and credit spreads – against a backdrop of robust tech earnings and surging AI capital expenditure. They also discuss the battle between open and closed AI models as well as the key risks that could shape where AI infrastructure spending goes next.
