Beyond the bubble: what’s really being built around AI

​AI stocks might be in a bubble – or they might not. The run-up in tech stocks and private AI spending has investors feeling nervous. And separating the facts from hype seems to get trickier all the time.

​So join Reda Farran (Finimize) and Matthew Rodger (L&G) for a live, unscripted conversation about data centers, chips, and the implications for your portfolio.

​Here’s what they’ll cover:

• ​The “picks and shovels” of AI: the infrastructure players behind the models

• ​Why energy might be AI’s biggest bottleneck, and where potential opportunities could emerge

• ​How to tell which companies are earning from AI and which are just riding the wave

• ​The businesses that could prove most resilient

• ​Where the risks are hiding and what to watch