Markets Weekly podcast (16 February 2026): AI special

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In this week’s podcast, Nvidia’s Simon See, joins host Julien Lafargue to reflect on the impact artificial intelligence and what his AI research work at the company suggests could happen next. Given that AI tailwinds that powered the market higher have turned into headwinds recently, we hope you find this informative.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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