We are live from Singapore for the 2025 edition of Bloomberg New Economy Forum, where business executives have urged caution on tech and warned investors to brace for further losses. Nvidia’s results, due after the US market close Wednesday, are seen as a bellwether for whether lofty valuations and massive capital spending in AI remain justified. Goldman Sachs President John Waldron said “technicals are kind of more biased for more protection, and more downside.” Atlas Merchant Capital’s Bob Diamond branded the turmoil as a “healthy correction.” AZ-VC Managing Director Jack Selby tells Francine we are in a AI bubble, recalling the early days of PayPal, and said productivity gain from AI technology remains difficult to measure at the moment.

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