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CNBC Early Edition & Squawk Box
Professor James Dow argues that SpaceX's IPO is a high-stakes bet on future technological breakthroughs, geopolitics and Elon Musk's leadership, with investors valuing promise and potential as much as current profits.
Watch here (Time code for the segment is 2:09:00.)
Management Today
Keyvan Vakili argues that while AI has all the hallmarks of a transformative technology, investors should be cautious about assuming current market valuations are justified, warning that excessive optimism and speculative capital could be creating bubble-like conditions in parts of the AI sector.
Reuters
Professor Richard Portes said the ECB is likely to raise interest rates to contain inflation expectations and maintain credibility as rising energy prices linked to the Iran conflict threaten to push eurozone inflation further above target.
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