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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.

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Ipek Ozkardeskaya has begun her financial career...

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...

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...

The US Supreme Court has shaken up the trade landscape, ruling most Trump-era import tariffs under the IEEPA illegal. Markets reacted immediately: US yields edged higher, the dollar slipped, and gold and silver rallied, bringing trade uncertainties back into focus.
Meanwhile, software stocks are showing the split impact of AI anxiety versus strong earnings. Cybersecurity names stumble, while cloud and other software companies posting better-than-expected results see notable rallies.
This week, all eyes are on tariffs, Trump, US yields, the dollar — and Nvidia plus major software earnings. Volatility will likely dominate, but so will opportunities!

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