EPISODE · Nov 14, 2025 · 1H 1M
Decoding AI and the future of Technology
from Taking Stock - After The Bell
QC's Head of Technology Research Ben Barringer joins James and I for an update on developments in the tech sector following the release of earnings from the major players. We discuss AI enterprise adoption and productivity improvements, continued capex growth, competitive dynamics amongst the major players and valuations and comparisons to past episodes of technology adoption.
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Decoding AI and the future of Technology
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