WAM Global’s (ASX: WGB) Deputy Portfolio Manager William Liu and Investment Analyst Will Thompson examine how the US reporting season and rapid AI adoption are reshaping market dynamics for the investment portfolio, particularly through heavy investment in AI infrastructure benefiting semiconductor and hardware companies. They highlight valuation pressure in the software sector due to AI disruption fears, while noting selective opportunities in high-quality names and signs of recovery in cyclicals and industrials.
This video was record on 26 February 2026.
