Cas Levin
speaker
52 appearances
1 recordings
1 series
first heard Jul 2026
last heard 7 Jul
Cas Levin’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Therefore, as we look ahead to Q3 and beyond, we can expect little scope for further interest rate cuts, while inflation is expected to remain elevated but controlled in the aftermath of the Middle East conflict.
Alongside macroeconomic developments, another major team continued to dominate markets, artificial intelligence.
Perhaps the standout event of Q2 was the SpaceX IPO.
The company raised a record $75 billion on 12 June, making it the largest public offering in history and helping Elon Musk become the world's first trillionaire.
Q2 also saw memory chip makers emerge as standout winners of the AI boom.
Micron, SK Hynix, and Samsung were among the best performing stocks globally, driven by surging demand for high bandwidth memory chips used in AI data centers.
All three companies passed the $1 trillion market cap threshold in Q2, cementing them among the world's largest and most important companies.
SK Hynix and Samsung were also the first two South Korean companies to reach $1 trillion in market capitalization.
Now driving much of this growth is the sheer scale of investment in artificial intelligence.
For the first time, the world's biggest tech companies, Microsoft, Google, Amazon, and Meta, collectively spend over $120 billion on AI in a single quarter.
That level of commitment is what is driving demand for the chips, data centers, and the energy to power them.
The next round of earnings reports begins in early July, a key test for equities, in particular, AI and tech giants who have committed billions to the build-out of AI.
Consensus points towards another positive earnings season.
With FactSet estimating earnings growth at 23% in Q2, up over 4 percentage points since the start of the quarter.
Should earnings be consensus, we should continue to see equity markets rally into the summer.
Turning to one of our key themes in C2P, clean technologies.
The global impact of renewable energy continues to gather momentum.
In 2026, renewable energy and electricity grids are expected to attract over $1 trillion in combined investment, making them the largest area of capital allocation globally.
Although growth in renewables is moderating slightly compared to 2025, it remains significantly higher than investment in fossil fuel-based power generation, which remains less than one third of investment in renewables and electricity grids.
Here in Ireland, the clean energy sector continues to gather momentum.
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