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Latest episodes
AI peak cycle behaviour
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11m
17s
Nvidia’s blockbuster earnings beat expectations across nearly every metric, yet the stock plunged over 5% to close below $185, despite strong guidance. Michael Burry flagged Nvidia’s $95bn in purchase obligations — up from $16bn a year ago — warning that if AI demand slows, excess capacity could pressure margins. Meanwhile, Salesforce, CrowdStrike, and Snowflake all rose, driven by strong AI adoption and robust bookings. Memory chip makers remain the clear winners, pushing hardware costs higher and impacting PC and smartphone margins. Overall, Nvidia’s drop dragged the S&P 500 slightly lower, though most stocks advanced on falling U.S. yields. Gold consolidates...
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...