Analyst Corné van Zeijl discussed concerns about a possible bubble in artificial intelligence and technology stocks. He said the risk could lie in companies failing to generate the profits investors expect, and that investors should be particularly cautious if two or three major technology companies begin scaling back their plans. The discussion also covered Anthropic’s possible stock-market listing, Nvidia’s reported involvement in a spying scandal and the impact of the U.S. midterm elections on technology companies.