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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.

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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....

Investors are rushing to the exit as the AI trade unravels. Nasdaq 100 plunged 6.36%, raising questions about buying opportunities, balance sheets and diversification. Meanwhile, the Bank of England delivers a hawkish rate hike, and US jobs data could reshape Federal Reserve expectations. Could gold emerge as a winner? Falling real yields, a softer dollar and continued central bank demand could support its recovery. Today, we explore the tech rout, the limits of diversification and the forces that could drive gold higher over the next year.

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Ipek Ozkardeskaya has begun her financial career in 2010...

Global equities rallied following the Democratic victory in the US midterms, but chip stocks were left behind. Nvidia, AMD and other semiconductor names faced selling pressure as investors questioned the future of AI spending. Even strong results from Qualcomm and Arm failed to attract buyers. Meanwhile, hopes of lower energy prices, easing tariffs and improving trade relations supported European and Chinese equities. With Big Tech earnings momentum slowing and financing costs rising, investors are increasingly looking beyond AI. Could cheaper European stocks benefit from sector rotation, or will elevated bond yields limit the broader equity rally?

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US Congress is turning blue, reshaping the outlook for technology stocks, Treasury yields and the US dollar. Democratic gains raise the prospect of greater scrutiny of AI investment, while renewable energy could benefit from stronger political support. Political gridlock may limit further fiscal expansion, offering relief to bond investors but narrowing the US growth advantage that has supported the greenback. Meanwhile, oil markets remain sensitive to developments in the Middle East, strong AMD results highlight resilient data-centre demand, more earnings are due today after the bell, but can earnings overcome concerns about spending and returns?

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Looks like there might be a crypto crisis looming ahead...

00:00 Intro
00:23 Disclaimer
00:28 Preview
00:35 Bitcoin
01:59 Ethereum
03:33 Solana
04:58 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Today, Americans head to the polls for the US midterm elections. How could the results affect oil prices?
Meanwhile, elevated energy prices keep central banks under pressure, and Big Tech’s borrowing spree could push financing costs higher. Australia has raised rates, Britain could follow, and a stronger dollar could further squeeze global oil demand. Politics, energy and borrowing costs remain intertwined.

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high...

Investors are rotating away from tech as strong earnings fail to ease concerns about spiralling AI spending, falling free cash flow and uncertain returns. Defensive stocks and cheaper European markets are attracting interest, but rising energy costs, borrowing costs and potential rate hikes leave few comfortable hiding places. US midterm elections add political uncertainty, with implications for the current administration’s support for AI infrastructure. Meanwhile, Apple, Palantir, AMD, Arm and Cloudflare face their next earnings test. Can fresh results restore confidence in the AI trade, or will valuation discipline and a tougher macro backdrop keep the rotation going through November?...