16 Jun 26

Artificial intelligence is reshaping global markets, but the investment implications extend well beyond a handful of technology giants.

Kerry Craig from J.P. Morgan Asset Management joins CommSec’s Head of Media and Markets, Gillian Bowen to examine opportunities and challenges across the technology value chain, including semiconductors, cloud infrastructure, and the growing power demands of AI. They also discuss rising capital expenditure, changing cost dynamics, and the key themes shaping the next phase of AI adoption.