The AI apocalypse trade - when does it stop?

The AI disruption overlay trade is now bordering on the AI apocalypse trade as a well penned research report intensifies the sell-off in names that the market fears the future of AI will disrupt. IBM suddenly the latest victim on the announcement of the latest Anthropic tool that might be able to update old mainframe software. We try to assess the landscape and wonder when and whether the selling stops, or whether the sell-off sparks widening fears for the market. The latest on macro and FX and much more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.

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