All episodes

Markets rebound on idea that US shutdown could soon end - and Huang’s thirst for more chips

Markets rebound on idea that US shutdown could soon end - and Huang’s thirst for more chips

10m 29s

Markets are finally taking a breather on hope that the US government shutdown may be nearing an end and on Jensen Huang’s request to TSMC for bigger supplies. On the backstage, SOFR tumbled last week as mountains of cash in money-market funds chase too few Treasuries. S&P and Nasdaq futures bounce and tech stars like TSMC, SK Hynix and SoftBank rebound in Asia. Meanwhile, Chinese inflation surprises, oil returns above $60, and everyone’s eyes are glued to Washington and the earnings calendar. Can risk appetite stick this time? Or will last week’s drama stage a comeback?

Listen to find out...

What a misstep from OpenAI!

What a misstep from OpenAI!

10m 34s

Big Tech under pressure as Tesla’s trillion-dollar pay package shocks investors and OpenAI asks the US government for $1T guarantees — all while job cuts soar to 2003 levels. Markets are reeling as the Korean Kospi is preparing to print its worst performance since November last year and SoftBank drags the Nikkei lower. The dollar slides, oil dives below $60 and gold tries to hold the line near $4’000/oz. With the Fed, BoE and global uncertainty around AI returns weighing on sentiment and the weirdest newsflow risk appetite remains weak.

Listen to find out more!

#StockMarket #Tesla #BigTech #AI #OpenAI...

BTC under 100k?! | Crypto Talk | Swissquote

BTC under 100k?! | Crypto Talk | Swissquote

9m 11s

There's a crisis going on in crypto and BTC might just break 100k USD to the DOWNSIDE!

00:00 Intro
00:23 Disclaimer
00:27 Preview
00:36 Bitcoin
02:43 Chainlink
03:18 Charts
06:00 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

_____
Discover our brand and philosophy: https://swiwwsquote.com/?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video
--------
Follow our daily analysis on TradingView:
https://tradingview.com/broker/Swissquote/ideas/
_____
Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video
_____
Learn more about our employees: https://swq.ch/d5
_____
Let's stay connected:
LinkedIn: https://swq.ch/cH

Overheated, overhyped… but probably not over

Overheated, overhyped… but probably not over

14m 2s

Markets took a beating — and for familiar reasons: overstretched tech valuations, an ultra-narrow rally and the eerie déjà vu of dot-com bubble talk. Add fading Fed rate-cut hopes, patchy US data, and rising volatility, and you’ve got a recipe for nerves. But is this really the start of a 10–20% correction… or just another pause before new highs?
From Palantir’s record results triggering a selloff to Nvidia’s ever-expanding AI empire, Big Tech is once again at the heart of the storm. AMD fell after beating results and projections, but Nasdaq futures are less severely sold this morning. Meanwhile, the...

AI euphoria masks a softer market pulse

AI euphoria masks a softer market pulse

13m 58s

Global markets kicked off the week on a positive note, driven by fresh AI momentum. Nvidia rallied after announcing chip sales to South Korean firms, while Amazon hit a record high on a $38bn OpenAI deal. Tech gains extended despite rising concerns over the circularity of AI partnerships. European carmakers advanced as China eased Nexperia chip export curbs, while weak US ISM data capped broader gains across the S&P500. Yields and the dollar rose as Fed rate-cut hopes faded. Analysts still see year-end strength, though high valuations, soft data and mounting investor concerns about massive AI spending hint at growing...

Crude oil jumps on OPEC, Korean tech... on Nvidia

Crude oil jumps on OPEC, Korean tech... on Nvidia

13m 14s

Markets ended last week with slowing momentum after the Fed cast doubt on a December cut and Big Tech’s earnings failed to lift sentiment. Still, corporate results remain solid, with S&P 500 profits up more than 10% year-on-year and energy stocks finding support after Exxon and Chevron’s upbeat reports. Oil also got a boost after OPEC announced it will pause additional supply between January and March. Meanwhile, AI optimism is fueling tech gains at the start of the week as investors turn their focus to fresh earnings from Palantir, AMD, Qualcomm, McDonald’s, and Shopify — and a potentially interesting BoE...

The Solana ETF is officailly here | Crypto Talk | Swissquote

The Solana ETF is officailly here | Crypto Talk | Swissquote

9m 45s

While we're flooded with good news, the crypto market prices are still down only, what's going on? At least the Solana ETF had a good start!
_____
Discover our brand and philosophy: https://swiwwsquote.com/?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video
--------
Follow our daily analysis on TradingView:
https://tradingview.com/broker/Swissquote/ideas/
_____
Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video
_____
Learn more about our employees: https://swq.ch/d5
_____
Let's stay connected:
LinkedIn: https://swq.ch/cH

Amazon’s AWS growth lifts sentiment

Amazon’s AWS growth lifts sentiment

13m 27s

Big Tech beat expectations, but promises of higher AI spending rattled investors after Powell hinted another 25bp cut this year is uncertain. Nasdaq slipped, yet Amazon’s AWS growth stole the spotlight, relieving worries and hinting the week could end on a more positive note. Energy markets will also be in focus today as Exxon Mobil and Chevron are expected to report modest year-on-year declines amid softer crude and gas prices. WTI hovers near $60 a barrel, the US dollar continues to recover, and precious metals face short-term pullbacks while long-term demand remains supported by soaring global debt and central bank...

Fed dampens mood, Microsoft & Meta underwhelm

Fed dampens mood, Microsoft & Meta underwhelm

12m 42s

Three central bank decisions, a Trump–Xi handshake, and a flood of Big Tech earnings — all in less than 24 hours! The Fed cut rates but Powell poured cold water on December cut hopes, sending yields surging and the dollar rising. Nvidia hit an eye-watering $5 trillion valuation, Microsoft and Meta stumbled on AI spending warning. Meanwhile, SK Hynix and Google kept the chip and cloud dreams alive. Can Apple and Amazon keep the momentum today? Or will markets lose their nerve after the hawkish Fed shock?

Listen to find out more?

Ipek Ozkardeskaya has begun her financial career in...