Beyond the bubble: What’s really being built around AI
Depending on who you ask, AI stocks may or may not be in a bubble. Valuations are stretched, key players such as Nvidia and Meta dominate the debate, and it’s getting harder to separate facts from hype. But what does all this mean for investors?
That’s where this episode comes in.
Join Finimize’s Reda Farran and L&G’s Matthew Rodger for a live, unscripted conversation as they zero in on AI data centres, chips and the implications for your portfolio.
Matthew Rodger
Economist, L&G
Reda Farran
Head of Research, Finimize
• The “picks and shovels” of AI: the infrastructure behind the models
• Why energy might be AI’s biggest bottleneck, and where potential opportunities could emerge
• How to tell which companies are earning from AI and which are just riding the wave
• The businesses that could prove the most resilient as the AI market develops
• Where the risks are hiding, and what to watch as the cycle plays out
Register now to reserve your spot
