🇬🇧 Stay ahead of the markets with Swissquote

Nvidia’s selloff raises a tempting question: has the AI giant become too cheap to ignore? At $159, shares trade near 17 times this fiscal year’s expected earnings and 10 times next year’s. But ambitious growth forecasts and leadership uncertainty complicate the bargain. Today’s Market Talk examines Nvidia’s valuation, next week’s earnings expectations and what weaker profits could mean for investors. Also in focus: CoreWeave’s reassuring results, Nebius earnings, Anthropic’s upcoming IPO and the rotation towards non-tech stocks. Meanwhile, cheaper oil offers relief, but refining constraints and persistent inflation could keep central banks hawkish. Can AI enthusiasm outweigh the risks once...

📈 A market prediction. The appeal of bigger returns. And risks that are easy to overlook. With leveraged products, getting the market direction right is only part of the story.

🎙️ In this episode of UNLOCKED, Dominique Boehler from Société Générale draws on more than 20 years in finance to unpack structured and leveraged products. He explains why timing matters, how FOMO can influence even experienced investors, and why understanding the product is just as important as understanding the market. A conversation about flexibility, potential gains and possible losses, with a closer look at Swiss DOTS.

➡️ Find Dominique on...

Technology stocks rebound, but Nvidia misses the party as scrutiny surrounding Jensen Huang raises questions about leadership risk at the heart of the AI trade. Yet beyond the headlines, investors still face the same challenges: enormous capital spending, growing leverage, circular deals and uncertain returns.
Today’s CoreWeave earnings will offer another test of investor confidence. Meanwhile, US CPI takes centre stage as markets assess the likelihood of another Federal Reserve rate hike in December.

Listen to find out more!

Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She...

Strong US jobs data have lifted yields and the dollar, reinforcing expectations of another Fed hike in December. Can this week’s inflation report offer markets some relief? Meanwhile, CoreWeave and Nebius earnings will test confidence in the AI trade as investors scrutinise spending, cash flow and future projects. Strong quarterly results may no longer be enough: guidance and financing will matter. We look at why uncertainty surrounding AI expansion could weigh on chipmakers, data centres and the broader infrastructure complex, including copper, even as longer-term demand from electrification and expanding power grids continues to support the metal’s structural investment appeal....