Geopolitics drive markets while AI faces new challenges

Podcast: Moving Markets · Julius Baer

Opublikowano: 2026-10-13

Geopolitical developments remained firmly in focus on Monday, lifting oil prices and supporting energy stocks, while technology shares came under pressure. At the same time, investors digested hawkish central bank rhetoric and prepared for the start of a closely watched earnings season. In today’s show, Enrico Chinello from Next Generation Research discusses OpenAI’s revenue rate, intensifying competition within the AI industry, and the growing opposition to data centre expansion. (00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:32) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (07:34) - AI price wars: Enrico Chinello, Next Generation Research (12:35) - Clos...