BREAKINGVIEWS-How AI shockwaves ripple through financial markets: podcast

Reuters

02/17

The host is a Reuters Breakingviews columnist. The opinions expressed are his own.

By Peter Thal Larsen

LONDON, Feb 17 (Reuters Breakingviews) - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.

Listen to the podcast

Big Tech is splurging around $700 bln on artificial intelligence investments this year, while others are braced for disruption. In this episode of The Big View, Peter Thal Larsen talks to Andrew Sheets, Morgan Stanley’s head of fixed income research, about what happens next.

Follow Peter Thal Larsen on Bluesky and LinkedIn.

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The opinions expressed are his own.</p><p>By Peter Thal Larsen</p><p>\n<span>LONDON, Feb 17 (Reuters Breakingviews)</span><span> - </span>Follow on Apple or <a href=\"https://laohu8.com/S/SPOT\">Spotify</a>. Listen on the Reuters app. Read the episode transcript.</p><p>\nListen to the podcast\n</p><p>Big Tech is splurging around $700 bln on artificial intelligence investments this year, while others are braced for disruption. 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You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. </p><p>(Editing by Oliver Taslic; Production by Aditya Srivastav)</p><p>((katrina.hamlin@thomsonreuters.com;))</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BREAKINGVIEWS-How AI shockwaves ripple through financial markets: podcast</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBREAKINGVIEWS-How AI shockwaves ripple through financial markets: podcast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-02-17 13:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BREAKINGVIEWS-How AI shockwaves ripple through financial markets: podcast</title></head><body><p>The host is a Reuters Breakingviews columnist. The opinions expressed are his own.</p><p>By Peter Thal Larsen</p><p>\n<span>LONDON, Feb 17 (Reuters Breakingviews)</span><span> - </span>Follow on Apple or <a href=\"https://laohu8.com/S/SPOT\">Spotify</a>. Listen on the Reuters app. Read the episode transcript.</p><p>\nListen to the podcast\n</p><p>Big Tech is splurging around $700 bln on artificial intelligence investments this year, while others are braced for disruption. In this episode of The Big View, Peter Thal Larsen talks to Andrew Sheets, <a href=\"https://laohu8.com/S/MSPQL\">Morgan Stanley</a>’s head of fixed income research, about what happens next.</p><p>Follow Peter Thal Larsen on Bluesky and LinkedIn.</p><p>FURTHER READING</p><p>\n<span>AI pain trade prices in perpetual purgatory</span>\n</p><p>\n<span>Buyout barons rise from the ashes into the fire</span>\n</p><p>\n<span>How a software meltdown will shake private markets</span>\n</p><p>Visit the <a href=\"https://laohu8.com/S/TMSOF\">Thomson Reuters</a> Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. </p><p>(Editing by Oliver Taslic; Production by Aditya Srivastav)</p><p>((katrina.hamlin@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2362541273.HKD","symbol_name":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260217:nL6N3ZC0MB:1","article_id":"2612434180","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2612434180","pubTimestamp":1771306218,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BREAKINGVIEWS-How AI shockwaves ripple through financial markets: podcastThe host is a Reuters Breakingviews columnist. 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US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC"},"translate_title":"突发新闻-人工智能冲击波如何波及金融市场：播客","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFW":0.6,"MSFU":0.6,"GGLS":0.6,"MSFY":0.6,"GGLL":0.6,"GOOW":0.6,"MSFL":0.6,"MSFO":0.6,"GOOP":0.6,"GOOY":0.6,"GOOX":0.6,"MSFX":0.6,"GOU":0.6,"MSFD":0.6,"MS":1.64},"content_text":"BREAKINGVIEWS-How AI shockwaves ripple through financial markets: podcastThe host is a Reuters Breakingviews columnist. The opinions expressed are his own.By Peter Thal Larsen\nLONDON, Feb 17 (Reuters Breakingviews) - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.\nListen to the podcast\nBig Tech is splurging around $700 bln on artificial intelligence investments this year, while others are braced for disruption. In this episode of The Big View, Peter Thal Larsen talks to Andrew Sheets, Morgan Stanley’s head of fixed income research, about what happens next.Follow Peter Thal Larsen on Bluesky and LinkedIn.FURTHER READING\nAI pain trade prices in perpetual purgatory\n\nBuyout barons rise from the ashes into the fire\n\nHow a software meltdown will shake private markets\nVisit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. (Editing by Oliver Taslic; Production by Aditya Srivastav)((katrina.hamlin@thomsonreuters.com;))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}