# Olivier de Royère : "L’IA est en train d’avoir la peau des rachats d’action !"

Page: https://stenobird.com/podcast/bfm-bourse-6005543/olivier-de-roy-re-l-ia-est-en-train-d-avoir-la-peau-des-rachats-d-action
Text version: https://stenobird.com/podcast/bfm-bourse-6005543/olivier-de-roy-re-l-ia-est-en-train-d-avoir-la-peau-des-rachats-d-action.md
Podcast: [BFM Bourse](https://stenobird.com/podcast/bfm-bourse-6005543)
Published: 2026-06-04T14:03:55+00:00
Episode link: https://bfmbusiness.bfmtv.com/mediaplayer/podcast/bfm-bourse/
Audio file: https://altice.simplecastaudio.com/0b04dddb-f962-4716-b77e-4d3c588b47f5/episodes/523f6938-f434-4eba-aba9-429aaf40e0af/audio/128/default.mp3?aid=rss_feed&awCollectionId=0b04dddb-f962-4716-b77e-4d3c588b47f5&awEpisodeId=523f6938-f434-4eba-aba9-429aaf40e0af&category=Business%2CNews&episode_published_at=2026-06-04T14%3A03%3A55&episode_title=Olivier+de+Roy%C3%A8re+%3A+%22L%E2%80%99IA+est+en+train+d%E2%80%99avoir+la+peau+des+rachats+d%E2%80%99action+%21%22&feed=dCzX0hyl&network=291091218710&podcast_title=BFM+Bourse
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JSON: https://stenobird.com/v1/public/podcasts/bfm-bourse-6005543/episodes/olivier-de-roy-re-l-ia-est-en-train-d-avoir-la-peau-des-rachats-d-action
Duration seconds: 711

## Resource

Ce jeudi 4 juin, Olivier de Royère, gérant actions chez Montpensier Arbevel, s'est penché sur l'IA en tant que coup de frein pour les rachats d'actions, la sous-performance de 5 des 7 Magnifiques au SNP 500 depuis le début 2025, sauf Nvidia et Alphabet, ainsi que LVMH fêtant son 39ème anniversaire, dans l'émission BFM Bourse présentée par Guillaume Sommerer. BFM Bourse est à voir ou écouter du lundi au vendredi sur BFM Business.

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## Transcript

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