Markets in a Minute is a monthly update produced by RBC Brewin Dolphin, providing a concise overview of key market developments and the themes shaping the current investment environment.
Guinness Global Investors uses RBC Brewin Dolphin as an investment adviser for the Multi Asset Fund range
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Janet Mui discusses the recent fall in technology stocks – is the AI boom running out of steam?
Key Highlights
Is the AI bubble bursting?
While AI investment has been a major driver of U.S. growth and corporate profits, investor sentiment is weakening – but doubts are focused on money rather than the machines.
Earnings season:
With a quarter of the U.S. season done, 80% of companies have been surprisingly positive on earnings. However, some still saw shares slip as guidance was either held or trimmed.
UK inflation:
Consumer prices rose 3.5% in the year to September, well above the 2% target, driven mainly by utility bills.
