# Tariffs fail to knock markets and Meta strikes $60bn AI chip deal with AMD

Page: https://stenobird.com/podcast/aj-bell-money-markets-773447/tariffs-fail-to-knock-markets-and-meta-strikes-60bn-ai-chip-deal-with-amd
Text version: https://stenobird.com/podcast/aj-bell-money-markets-773447/tariffs-fail-to-knock-markets-and-meta-strikes-60bn-ai-chip-deal-with-amd.md
Podcast: [AJ Bell Money & Markets](https://stenobird.com/podcast/aj-bell-money-markets-773447)
Published: 2026-02-27T09:03:26+00:00
Episode link: https://ajbell.podbean.com/e/tariffs-fail-to-knock-markets-and-meta-strikes-60bn-ai-chip-deal-with-amd/
Audio file: https://mcdn.podbean.com/mf/web/n2gmatsauzbs8s9s/26-02-25-CapeWrath-v219n0is.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/aj-bell-money-markets-773447/episodes/tariffs-fail-to-knock-markets-and-meta-strikes-60bn-ai-chip-deal-with-amd
Duration seconds: 3251

## Resource

UK and European markets reach record highs. That's despite the tariff turmoil since the Supreme Court struck down President Trump's liberation day plans. Danni dives into the latest on Meta's deal with AMD, Anthropic's latest plug ins and Paramount up the stakes in the bidding war for Warner Bros. Diageo’s first results under Sir Dave Lewis show that not even Guinness couldn’t steady the ship at the big brand giant, plus a £1 billion funding boost for UK self-driving tech firm Wayve. Cuts to the energy price cap and the odds of winning on Premium Bonds. Adam Rackley from the Cape Wrath Focus Fund tells Dan Coatsworth why he likes to invest when others are jumping ship. [00:10] – Welcome [01:34] – Markets are shrugging off the latest tariff drama...for now[08:45] – Danni Hewson has the latest on the AI arms race, with AMD, Meta and Anthropic [14:40] – Diageo results show 'Drastic Dave' has his work cut out[20:00] – Danni shares AJ Bell's consumer trends research findings[24:00] - UK self driving firm Wayve raises another £1 billion in a funding deal[27:45] - Bidding war for Warner Bros: Paramount comes back with a sweeter deal[30:00] – Energy price cap cut: Charlene Young looks at how this measures up against promised £150 cuts to bills[32:51] - Rachel Reeves delivers her Spring Statement next week; what might be in it? [38:11] – NS&I slashes premium bond prize funds rate and chances of winning [42:10] – Dan Coatsworth talks value investing with Cape Wrath Focus Fund

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/aj-bell-money-markets-773447/episodes/tariffs-fail-to-knock-markets-and-meta-strikes-60bn-ai-chip-deal-with-amd/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/aj-bell-money-markets-773447/tariffs-fail-to-knock-markets-and-meta-strikes-60bn-ai-chip-deal-with-amd.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.