This week Jane Parry, Group Chief Marketing Officer, is joined by John Pullar-Strecker, Research Specialist in our Chief Investment Office to explore the tech giants dominating global markets and what it means for investors.

In this episode, they discuss:

• Why the top ten US companies now make up over 40% of the US stock market
• How NVIDIA, Microsoft and Apple each rival the entire UK stock market in value
• What’s driving explosive growth in AI and cloud computing
• How this wave of investment appears more sustainable than the dot-com era.

With tech reshaping industries and investment in these companies reaching unprecedented levels, this is essential listening for anyone wondering whether today’s AI boom is a spark that will fizzle or the start of a dazzling new era.

If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.

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