AI financing, cybersecurity and commodities shape the outlook 8/11/26
Morning Call · Aug 11, 2026 · 40:55
Morning Call · Aug 11, 2026 · 40:55
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AI investment accelerates as Nvidia and Wall Street expand financing for infrastructure while questions grow around valuations and returns. Plus, cybersecurity risks and open source competition reshape the AI race. Later, energy, oil and commodities gain momentum as investors look beyond tech for opportunities.
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