The French financial channel BFMTV hosted an intense debate among market experts on February 24th. The focus was on the impact of the artificial intelligence revolution on the stock market, noting a new record for the CAC 40 index and a drop in IBM shares. Simultaneously, discussions covered the colossal global investment needs in infrastructure and trends in sustainable development. The issue of potential tariff laws between China and the USA was also raised.
New Record for the CAC 40 Index
Technical analysis indicated that the French stock market index reached a new record level, which was at the center of BFMTV experts' discussion.
IBM Decline and AI Competition
A drop in IBM shares was noted, which analysts linked to competition from Anthropic's artificial intelligence, illustrating AI's impact on valuations.
Huge Investment Needs
Experts pointed to global infrastructure investment needs by 2040, estimated at 106 trillion dollars, as a key megatrend.
US-China Trade Tensions
In the international context, the topic of Beijing's pressure on Washington regarding potential new tariff laws was raised.
The French news and financial channel BFMTV conducted a broad debate among market experts on February 24th, with the main topic being the impact of artificial intelligence on the economy and company valuations. Programs such as "Good Morning Business," "Les Experts," and "BFM Bourse" featured analysts from renowned firms, including Kepler Cheuvreux, Moneta AM, and the AXA group. Their analyses indicated that the main stock market index, the CAC 40, had reached a new record, confirming the strength of the French market. At the same time, pressure on IBM shares was noted, caused by competition from Anthropic's AI solutions, serving as a concrete example of capital redistribution in the algorithm era. The second pillar of the discussion was the megatrends shaping long-term investment prospects. Experts repeatedly emphasized the colossal investment needs in global infrastructure, estimated at 106 trillion dollars by 2040.