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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...

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...

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...

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!
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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...

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?

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Ipek Ozkardeskaya has begun her financial career in...

Who needs data when Jensen Huang is out dropping billion-dollar deals? From Nokia to Palantir, Uber and even the U.S. Department of Energy, Nvidia’s latest partnerships are lighting up markets and sending Nokia shares to their highest level in 15 years. With $500 billion in chip orders reportedly booked and new collaborations with Samsung and Hyundai on the way, Huang insists there’s no bubble here. The S&P 500 and Nasdaq hit fresh records, Microsoft gained 2% on OpenAI news — and Big Tech earnings are next.
Meanwhile, uranium’s rally mirrors AI’s hunger for power, and traders are bracing for the...

Global markets are on fire! Major indices hit fresh all-time highs as optimism over new US trade deals sends risk appetite soaring. Trump’s talks with Japan’s new Prime Minister Takaichi sparked a breakthrough on critical minerals, while hopes of a US-China deal keep fueling the rally. The Federal Reserve (Fed) and the Bank of Canada (BoC) are expected to cut rates this week — and if the Fed sweetens the move by ending QT, equity bulls may have even more room to run. Sector-wise, tech and AI stocks continue to dominate: Qualcomm jumps double digits after unveiling new AI chips,...

Global markets kick off the week in high spirits as softer-than-expected US inflation revives Fed cut hopes and optimism builds around a possible US–China trade breakthrough. The S&P 500 hit a new record, earnings are coming in strong, and all eyes now turn to Big Tech. Microsoft, Alphabet, Meta, Apple and Amazon are set to report — and their results could decide whether the rally keeps running. Meanwhile, Intel’s rebound story raises questions about politics versus profitability (https://www.cnbc.com/video/2025/10/24/ozkardeskaya-the-real-potential-lies-in-ai-not-just-improving-their-cpu-business.html), European and Japanese stocks break new records. Welcome to a busy week full of earnings, central bank decisions and trade talks!

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Markets are bracing for fresh US inflation numbers after weeks of shutdown-induced data drought. But that’s not all — Trump and Xi are set to meet next Thursday, a potential turning point after months of tariff volleys, chip war and political posturing. Will this meeting calm tensions or spark another round of market chaos? Meanwhile, investors pin their hopes on robust tech earnings and another Federal Reserve (Fed) rate cut, despite inflation stubbornly hovering around 3%. From SMIC’s surge to Nvidia’s warning and Beijing’s drive for tech independence, the stage is set for twists and turns across markets. Stocks are...