This week, Jane Parry, Group Chief Marketing Officer, is joined by Tom Hibbert, Multi-Asset Strategist in our Chief Investment Office, to unpack whether the shine is coming off the AI boom - or whether this is just another plot point in the fast-moving AI narrative.

In this episode, they explore:

• Why Burry believes parts of the AI story are running ahead of reality
• The eye-watering levels of tech spending and why depreciation matters
• How aggressive accounting could be flattering profits in the near term
• Why the one-year chip upgrade cycle is creating real questions for investors.

AI remains one of the most powerful investment themes of our time - but understanding how it’s funded, built and accounted for is crucial.

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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