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BREAKINGVIEWS-How AI shockwaves ripple through financial markets: podcast

ReutersFeb 17, 2026 5:30 AM

By Peter Thal Larsen

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Big Tech is splurging around $700 bln on artificial intelligence investments this year, while others are braced for disruption. In this episode of The Big View, Peter Thal Larsen talks to Andrew Sheets, Morgan Stanley’s head of fixed income research, about what happens next.

Follow Peter Thal Larsen on Bluesky and LinkedIn.

FURTHER READING

AI pain trade prices in perpetual purgatory

Buyout barons rise from the ashes into the fire

How a software meltdown will shake private markets

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