Macro Monday Ep104: When AI becomes a risk
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Macro Monday Ep104: When AI becomes a risk

12:36 Feb 16, 2026
About this episode
While US earnings have been strong, more and more companies are seeing artificial intelligence (AI) as a risk, rather than an opportunity, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, that while there’s been a selloff in sectors likely to be disrupted by increased AI deployment. Investec Focus Radio SA
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