Navigator 2026 · Film 3 of 6
Equity: Is there an AI bubble?
From the Navigator 2026: We do not expect the AI story to burst in 2026. Fundamentals for leaders remain solid, with hyperscalers Amazon, Microsoft, and Alphabet posting strong earnings and self-funding capex.
- With
- Andreas Schranz, CIO
- Length
- 02:12
- Language
- English
- Series
- Navigator 2026, six films
01
The series
01 / 02
Navigator 2026 in six short films
One theme per film. Each opens on its own page, so a film can be shared and found by search.
- 01
Our macro outlookAndreas Schranz, CIO01:32 - 02
Overview across asset classesAndreas Schranz, CIO02:45 - 03
Equity: Is there an AI bubble?Andreas Schranz, CIO · now playing02:12 - 04
Equity outlook across regions and sectorsAndreas Schranz, CIO02:05 - 05
Gold outlookAndreas Schranz, CIO01:40 - 06
US dollar outlookAndreas Schranz, CIO01:41
02
Read more
02 / 02
Read the outlook
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