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Global stock markets have just wrapped up their strongest quarter in six years, but is the AI rally beginning to lose its foundations? While Nvidia, Micron and other chipmakers continue to surge, the companies funding the AI revolution are coming under growing pressure. Microsoft, Google, Meta and Amazon are all facing investor scrutiny over massive AI spending, rising borrowing costs and uncertain returns. If hyperscalers eventually slow their investment, can semiconductor stocks continue climbing on their own?

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

Markets are starting the week on a surprisingly calm footing despite another round of US-Iran attacks over the weekend. Oil prices remain remarkably contained, with strategic reserve releases and continued flows through the Strait of Hormuz helping contain fears of a major supply disruption. But while geopolitics has temporarily taken a back seat, investors are increasingly focusing on a different source of risk: the ongoing rotation out of technology stocks.
This week's key catalysts will be the US jobs report and Kevin Warsh's speech in Sintra, which could reinforce the Federal Reserve's hawkish stance and provide fresh support to the...

Technology stocks are under renewed pressure despite another blockbuster earnings report from Micron. While strong AI demand continues to lift memory chip makers, soaring chip prices are now creating problems for the companies that buy them. Apple warned that higher memory costs are forcing significant price increases, raising fears that consumer demand could weaken and profit margins could come under pressure. The selloff spread across Asia, dragging down Samsung, SoftBank, the Kospi and the Nikkei, while Chinese technology stocks remained under pressure as investors questioned their ability to convert AI investment into sustainable profits. Meanwhile, easing bond yields and falling...

Micron has given technology stocks exactly what they needed: a powerful earnings beat, strong guidance and renewed confidence that AI-driven demand for memory chips and data centres remains robust. The results triggered a rally across semiconductor stocks and lifted broader market sentiment after days of heavy selling.
But the real test is still ahead. Investors now turn their attention to the latest US GDP and PCE inflation data—the Federal Reserve's preferred inflation gauge. Will easing energy prices help cool inflation, or will another hot reading reinforce higher-for-longer interest rates and put fresh pressure on richly valued technology stocks?

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Technology stocks are under pressure as rising bond yields, elevated valuations and growing concerns over AI-related spending challenge one of the strongest market rallies in recent history.
The latest selloff has been particularly painful for memory-chip stocks, with Micron, Samsung and SK Hynix at the centre of the storm. After a spectacular AI-driven rally fuelled by booming demand for high-bandwidth memory (HBM) chips and data-centre investment, investors are beginning to ask whether expectations have become too optimistic.
Today, all eyes turn to Micron's earnings. Strong results are expected, but are they already fully priced in? More importantly, how will the...

Europe is catching a bid. Falling oil prices, easing inflation pressures and softer ECB expectations are improving the outlook for European equities just as cracks begin to appear in the technology trade. Concerns about excessive AI spending, rising debt issuance and stretched valuations are resurfacing, prompting investors to reassess whether the world's largest technology companies can generate returns that justify the enormous capital being deployed.
But can UK markets benefit from that rotation? Ten years after the Brexit referendum, the UK's economic challenges remain in focus as gilt investors assess the country's fiscal outlook amid the 7th leadership change in...

Markets are starting the week with an odd sense of optimism despite another roller-coaster weekend for Middle East diplomacy. One moment the Strait of Hormuz is open, the next it's closed, then open again, as US-Iran negotiations begin while geopolitical tensions remain elevated. Yet investors continue to focus on the possibility of a breakthrough.
Oil briefly rose above $78 per barrel before retreating, while Asian equities pushed higher on strong technology appetite, a weaker yen, and renewed enthusiasm around AI and robotics.
Micron reports earnings this week. With expectations running sky-high, investors will be looking for confirmation that the memory-chip...

BTC is fighting the bears, but it seems hopeless - or is it?

00:00 Intro
00:29 Disclaimer
00:33 Preview
00:51 Bitcoin
03:09 Anthropic
03:57 Bittensor
05:40 Near & FET
05:59 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Oil prices are falling as the interim US-Iran agreement raises hopes that the worst of the Middle East disruption may be behind us. But the stronger dollar – on hawkish Fed policy - is offsetting part of the benefit from lower oil prices. Because commodities are priced in dollars, a stronger greenback makes energy and raw material imports more expensive for the rest of the world. As a result, markets are caught between relief from cheaper oil and concerns about tighter US monetary policy.

Listen to find out more!

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

🦄 The biggest tech winners now stay private for more than a decade. That's where most of the value gets created, and until recently it was off-limits to anyone who wasn't already a billionaire.

🎙️ In this episode of UNLOCKED, Andreas Bezner explains how he went from professional graffiti artist to building one of Switzerland's leading pre-IPO fintechs, why "the next NVIDIA" mistake is usually a prediction problem rather than a stock-picking one, and how Stableton opens access to the 20 most valuable private companies, names like OpenAI, Anthropic, Canva and Epic Games, before they ever go public.
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