Investment Risk

The artificial-intelligence-driven data centre investment boom is showing its first clear signs of cooling. HSBC chief executive Georges Elhedery said AI is a transformative technology worth investing in, but that investors must be selective in the infrastructure underpinning it, focusing on the quality of tenancy agreements and contract pricing rather than assuming every project is sound. At the same time, South Korean data centre builder Elice fell about 30% on its trading debut, a signal that investors are repricing the sustainability of the compute build-out.

[Brief] JPMorgan Chase CEO Jamie Dimon warned that financial markets are significantly underestimating current risks, including geopolitical tensions, persistent inflation, and growing fiscal deficits. He stated he would not recommend buying stocks or US Treasurys at current valuations. The comments come as US-Iran conflict escalates and new 50% tariffs on Canada add to market uncertainty. Editor: GoodInfo Global News Team