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Latest episodes
Nvidia’s earnings impress — but not enough to reverse broader appetite
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11m
3s
Nvidia delivered a blockbuster Q4, smashing expectations. Forward guidance for Q1 also topped analyst forecasts, cementing Nvidia’s leadership in AI infrastructure and inference.
Yet despite the stellar results, the market reaction was muted. Shares rose modestly in after-hours trading as investors focused on revenue concentration, leverage concerns and broader AI and tech valuation risks. Even with impressive execution, Nvidia alone isn’t enough to reignite global risk appetite.
From software warnings to HALO rotation trades, the market remains selective, with investors weighing growth vs risk in a cautious environment.
Listen to find out more!
Ipek Ozkardeskaya has begun her financial career...
Nvidia’s earnings could impress — but not reverse AI worries
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10m
27s
US and European markets rebounded as the AI fear trade eased and investors digested the latest US tariff shake-up. LegalZoom, once hit hard by fears of Anthropic’s Claude, jumped 2.5% after AI integrations promised more customizable, AI-friendly offerings. The iShares Expanded Software ETF also rose nearly 2%, showing opportunities emerging even amid software stress.
In Big Tech, Meta announced a massive $tens-of-billions AMD chip deal to deploy up to six gigawatts of AI computing — enough to power 4–5 million homes. While the deal boosts AMD’s revenue and stock, investors are cautious about rising debt and complex warrants that could...
Software crash moves risk where it shouldn’t be
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10m
29s
Markets are wobbling again. Trump’s latest tariff shake-up has rattled both sides of the Atlantic, with European carmakers hit hard as the EU freezes ratification of last summer’s trade deal. At the same time, an extreme AI disruption scenario has shaken delivery and payment stocks — raising fears of mass white-collar job losses, collapsing consumption, and loan defaults.
But the real red flag may lie elsewhere: private credit. Software stocks still look like falling knives, and liquidity stress is emerging in the financing behind them. Blue Owl’s decision to halt redemptions and offload over $1 billion in software-backed loans raises...