European stocks climbed to new highs as investors responded positively to solid corporate earnings. Meanwhile, the latest Federal Reserve minutes revealed a divided stance among US monetary policymakers. In Asia, South Korea’s Kospi index - often seen as a bellwether for AI-related trades - surged to a fresh record amid easing concerns over AI‑driven disruption. In today’s episode, Carsten Menke, Head of Next Generation Research, discusses the emerging winners and losers as agentic AI reshapes the software sector.

(00:00) - Introduction: Helen Freer, Product & Investment Content
(00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
(05:55) - AI and software: Carsten Menke, Head of Next Generation Research
(09:50) - Closing remarks: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

(00:00) - Introduction: Helen Freer, Product & Investment Content
(00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
(05:55) - AI and software: Carsten Menke, Head of Next Generation Research
(09:50) - Closing remarks: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

European equities break records as AI di...