Markets ride the AI and earnings wave, but valuation concerns linger
Update: 2025-11-04
Description
Stock markets edged higher during the European and US trading sessions, buoyed by earnings and renewed investor enthusiasm around AI-driven deals and ahead of Palantir's highly anticipated earnings release after the close. Although the company surpassed earnings expectations, its share price tumbled post-market as concerns emerged over its current valuation. In today’s discussion, we’re joined by Manuel Villegas from Next Generation Research, who provides insight into the evolving opportunities and risks within the AI ecosystem.
- (00:00 ) - Introduction: Bernadette Anderko, Product & Investment Content
- (00:24 ) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
- (06:34 ) - Artificial Intelligence update: Manuel Villegas, Next Generation Research
- (10:25 ) - Closing remarks: Bernadette Anderko, Product & Investment Content
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