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Week Ending 31/01/2025 - DeepSeek rocks the AI boat, but maybe good for the rest of us...

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Manage episode 464241784 series 3525017
Content provided by Progressive Equity Research Ltd and Progressive Equity Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Progressive Equity Research Ltd and Progressive Equity Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

With Jeremy enjoying sunnier climes, Gareth is joined by George O'Connor, the Progressive tech analyst.

The week has been dominated by DeepSeek's sudden unveiling of a low-cost Chinese-created competitor in the AI (large language model) world. George provides some useful perspective on what this means more broadly. If the Magnificent Seven US tech names lose some of their lustre, the much-vaunted dispersal trade might follow, as investors look to move capital elsewhere...maybe even as far as the UK market.

The pair discuss SThree, Manpower, FDM, Sage & Computacenter, and Progressive clients Idox and Van Elle (both with relatively upbeat updates).

Next week we have the Bank of England rate decision on Thursday, sandwiched by US PMI data earlier in the week and employment (non-farm payrolls) due on Friday. Unless China drops another (figurative) bombshell in the meantime...

Brought to you by Progressive Equity.

  continue reading

125 episodes

Artwork
iconShare
 
Manage episode 464241784 series 3525017
Content provided by Progressive Equity Research Ltd and Progressive Equity Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Progressive Equity Research Ltd and Progressive Equity Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

With Jeremy enjoying sunnier climes, Gareth is joined by George O'Connor, the Progressive tech analyst.

The week has been dominated by DeepSeek's sudden unveiling of a low-cost Chinese-created competitor in the AI (large language model) world. George provides some useful perspective on what this means more broadly. If the Magnificent Seven US tech names lose some of their lustre, the much-vaunted dispersal trade might follow, as investors look to move capital elsewhere...maybe even as far as the UK market.

The pair discuss SThree, Manpower, FDM, Sage & Computacenter, and Progressive clients Idox and Van Elle (both with relatively upbeat updates).

Next week we have the Bank of England rate decision on Thursday, sandwiched by US PMI data earlier in the week and employment (non-farm payrolls) due on Friday. Unless China drops another (figurative) bombshell in the meantime...

Brought to you by Progressive Equity.

  continue reading

125 episodes

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