S9EP2: Is an AI Bubble Forming?; HSBC, Barclays & Shell Announce Share Buybacks; and Rachel Reeves Set to Raise Tax Rates to Plug £22bn Fiscal Hole

Welcome back to this episode of The Firm Analyst! Today we discussed: (02:00) Elliot Management's letter to investors, which suggests that an economic bubble is forming around the artificial intelligence sector; (17:15) HSBC, Barclays and Shell announcing billions of pounds worth of buybacks after performing better than expected this quarter; and (32:30) the fiscal conundrum being faced by the Labour government which may force a rise in the capital gains tax rate. I hope that you enjoy this episode and I look forward to seeing you all next week! Link to access: https://linktr.ee/thefirmanalyst