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Middle East tensions are flaring up again, oil prices remain surprisingly contained below $90 per barrel, but risks remain tilted to the upside. Another rise in oil prices is a threat to global risk appetite at a time major central banks turn hawkish on rising inflation and investors question the parabolic tech rally.
So today’s US CPI report could become the next major market catalyst. Could inflation force the Fed into a deeper hawkish stance? If so, would tech investors also thrown in the towel?

Listen to find out more!

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

Technology stocks bounced back as investors once again rushed to buy the dip, brushing aside concerns about valuations, energy risks and signs of strain in the broader economy. The latest rebound suggests that the AI trade remains the dominant force in global markets, with every pullback viewed as another buying opportunity.
Meanwhile, hopes of a ceasefire between Iran and Israel helped ease oil prices and yields, but underlying energy risks remain largely ignored. European markets continue to lag due to their limited exposure to technology, while excitement around upcoming IPOs such as SpaceX keeps investors focused on the next big...

The AI trade may finally be showing its first real crack. After months of relentless gains, semiconductor and AI stocks came under heavy pressure as stronger-than-expected US jobs data pushed Treasury yields higher, raising questions about the sustainability of sky-high valuations. But rising yields are only part of the story. New reports suggest future AI infrastructure may require less DRAM memory than previously expected, while growing calls for tighter oversight of frontier AI development are adding uncertainty to the long-term spending outlook.
Meanwhile, investors are closely watching the biggest event of the week: the SpaceX IPO. Could capital be rotating...

Geopolitical tensions, elevated energy prices, rising yields and private credit concerns weigh on some parts of the market, but the tech stocks continue to play in their own league.
Broadcom disappointment raised a few questions this week, and tech heavy indices are down today but a part of that is believed to be due to investors taking profits in existing tech positions to free up cash for next week’s SpaceX IPO.
At the same time, today's US jobs report could reinforce the narrative that the economy remains resilient despite growing concerns about AI-driven job losses and slowing growth.
But whatever...

Oil trades a touch below the $100 per barrel. Inflation risks are rising again. Markets are pricing the possibility of Fed rate hikes instead of rate cuts and even tech stocks are not looking cheerful today.
While a day moodiness doesn’t mean a sharp correction, the red flags are piling up regarding the stretched tech valuations that defy economic reality.
And while the tech valuations stretch, Bitcoin is losing its appeal as investors chase companies with tangible earnings and AI-driven growth. The coin is now trading near (or below) estimated mining costs, meaning that its traditional valuation anchors fading and...

After crisis times at Ethereum, the bears are back for Bitcoin!

00:00 Intro
00:24 Disclaimer
00:29 Preview
00:37 Bitcoin
04:55 Ethereum
05:43 Cardano
07:37 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Markets continue to climb despite a growing list of reasons to be cautious. Oil prices are pushing higher, inflation remains sticky on both sides of the Atlantic, central banks are preparing for further tightening, and gold has now overtaken US Treasuries as the largest reserve asset held by central banks.
Yet investors seem focused on one thing only: AI.
A single comment from Nvidia's Jensen Huang sent Marvell Technology soaring 32%, while AI infrastructure names such as HPE continued their rally. The question is whether the AI hardware boom can keep markets moving higher if Big Tech loses momentum and...

Ethereum is struggling due to many developers leaving the foundation and the price stagnating...

00:00 Intro
00:25 Disclaimer
00:30 Preview
00:47 Bitcoin
02:53 Ethereum
05:05 Ripple
05:55 Near
08:28 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

_____
👉 Discover our brand and philosophy:
https://www.swissquote.com/en/group
_____
👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
_____
👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers

AI continues to dominate markets, pushing the S&P 500 to fresh record highs as investors rush to gain exposure to the next technological revolution. Nvidia's latest AI PC announcement highlights how quickly artificial intelligence is moving from data centres to everyday devices, potentially accelerating adoption across the economy.
But beneath the excitement, AI is no longer just a technology trend. The boom is increasingly financed by traditional investors, capital markets, private credit and corporate balance sheets. The worry is: will AI become the productivity revolution investors hope for? Or are markets becoming too optimistic about a future that remains uncertain?...

🤖 Everyone wants to find "the next NVIDIA." But most investors had already moved on before NVIDIA itself had finished running.

🎙️ In this episode of UNLOCKED, Evelyne Pflugi explains why impatience destroys more returns than bad stock-picking, how Applied Innovation filters hype from real long-term value creation, and why the companies nobody discusses, photomask makers, energy infrastructure players, custom chip designers, are often where the actual money gets made.
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