Talking Tech – Episode 11
George O'Connor and Ian Robertson discuss Q3 Tech news.
They talk about the impact of the UK Budget and then the US Election on the tech sector. AIM rallied ater the UK Budget but then gave up the gain as American institutional investors who've been buyers of UK tech this year, suddenly found a reason to go back home with tax cuts promised to US companies.
As some of the larger US tech companies report, Ian and George look for more evidence of what's happening with AI and where it is on the 'hype cycle'. There's a a lot spending on Data Centres, but what's going on beneath the surface? What is being promised to customers? How sustainable are business models? Is there now more evidence of proof of concept and where the returns are going to be?
Companies discussed include: Kainos (KNOS), TPXImpact (TPX), Triad, S4 Capital, Team Internet (TIG), Microsoft, Meta, Amazon and Google
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