Neil Newman, Head of Strategy at Astris Advisory, joins Jeff Cheung to look back at a turbulent week for the AI trade – one marked by a global market sell-off over the profitability of AI infrastructure, even as hyperscalers pour billions into AI-related projects. Meanwhile, the Japanese Yen remains severely weakened, despite hints from Finance Minister Satsuki Katayama that a currency intervention could be imminent.

Tim Garratt, Investment Specialist and Partner on Baillie Gifford's Long Term Global Growth Fund, talks about all the volatility we're seeing around the sector, and what investors should keep in mind at this point into the year when dabbling in AI-adjacent stocks.