5 Antipodes sector specialists on the stocks and key trends to watch in 2026
Dec 18, 2025 - 45:44
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Business
AI at an inflection point, but has the US mega cap tech sell-off got further to go?
Antipodes portfolio manager, James Rodda, joins Alison Savas after returning from three bell-weather conferences across the US covering tech, media and telcos and consumer.
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