Looking for more investing options. Meet Cebo, the exchange that pioneered options trading. With exclusive trading products like VIX and SPX options, CBO can help you trade in any market environment. There are risks associated with CBO company products. Review the disclosures and disclaimers at CBO.com slash US underscore disclaimers. A new chapter in global growth is being written and much of it is happening in Africa. Africans need to invest.

There are deals to be done and business to be won.

I'm Jennifer Zabasaja.

Every week on the Next Africa podcast, we track capital flows and political shifts

shaping the continent's future.

The digitalization of Africa is going to power its growth.

Britting the world of something like HIV is possible.

Population growth is so enormous in Africa.

Listen to Next Africa on Apple, Spotify, or wherever you get your podcasts.

Bloomberg Audio Studios.

Podcasts, Radio, News.

This is the Bloomberg Surveillance Podcast.

I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern.

Join us each day for insight from the best in markets, economics and geopolitics.

From our global headquarters in New York City, we are live on Bloomberg television

weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify or anywhere

else you listen. And as always, on the Bloomberg Terminal and the Bloomberg Business

app. We begin this out. We're stock sliding as AI spending concerns rattle investors.

Cam Dawson of New Edge Wealth writing, truly everything

hinges on one thing. How long will hypers be willing to throw all their capital into AI

infrastructure, mostly as the market punishes their stock prices? Cameron, joins us now for more.

Cameron, good to see you. Good morning. Cam, is this sustainable? What's your view on things?

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