Taking Stock – After The Bell Podcast: Bricks over Bytes

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Episode 61 of Taking Stock – After The Bell looks at a dramatic shift beneath the surface of markets as fears around AI disruption meet valuations, earnings and hard assets.

Jonathan Raymond and James Hughes discuss why investors are favouring ‘bricks over bytes’, the contrasting fortunes of software and semiconductor stocks, global market leadership so far this year and what softer inflation and interest‑rate expectations mean for the outlook.