EPISODE · Feb 5, 2026 · 11 MIN
The AI Theme Taking A Short Hiatus
from Market Watch · host BFM Media
The capex spend by Microsoft, Amazon and Alphabet has spooked markets with hundreds of billions spent with less clarity on monisation. Tim Mulholland, President, TJM Limited tells us if the market dip is an opportunity to buy. We also ask if gold's bull run has ended.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
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The AI Theme Taking A Short Hiatus
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