HeyJaredThe Investor's Guide to Asia
We bring you ideas from our investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.
- Indexed episodes, last 90 days
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- Jul 17, 2026
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- Jul 17, 2026
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Fidelity Answers: What is Silicon Valley saying about cost (and jobs)? (opens the original)
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Will AI lead to mass layoffs? Are the costs already getting too much for companies? And are the billions of investment already starting to come good? Fresh from a visit to Silicon Valley, US equities portfolio manager Sam Thomas and tech analyst Jonathan Tseng answer these questions and more, with the help of new Fidelity analyst survey data and a macro study that predicts gains in growth. With additional contributions from multi asset analyst Kitty Yang and economist Edoardo Cilla . See omnystu
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