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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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For informational purposes only. Not investment advice or a financial promotion. May not be applicable in all jurisdictions.
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This content is only intended for those permitted to...

Global equities are charging to fresh highs, led by a handful of technology giants, even as inflation remains elevated, yields keep rising, oil hovers near uncomfortable levels and geopolitical tensions refuse to fade. From SoftBank to Samsung, SK Hynix, TSMC and Micron, investors are piling into the AI trade with growing urgency. The most striking signal is South Korea’s volatility index surging alongside the Kospi, suggesting investors are no longer buying with confidence, but with fear of being left behind.

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of...

Markets continue to climb to fresh record highs, but beneath the surface, warning signs are multiplying.
From narrowing market breadth and rising investor leverage to stretched valuations, the signs of excess are becoming harder to ignore. 7
So the million-dollar question keeps coming: is this a bubble?

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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 net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She...

Oil prices are rising again, inflation fears are back and the Strait of Hormuz is once again at the centre of global market tensions. Latest twists in US-Iran negotiations are reshaping inflation expectations, Fed rate bets, bond yields and risk appetite across financial markets.
But while the broader world economy appears increasingly “stuck in Hormuz,” tech stocks continue sailing through the storm, fuelled by relentless AI optimism, strong semiconductor demand and abundant liquidity.
Investors will be watching the latest growth and inflation figures from today, to assess the Fed’s next move.

Listen to find out more!

Ipek Ozkardeskaya has begun...