OpenAI rises above political chaos | MarketTalk: What’s up today?

Описание: OpenAI has signed a blockbuster deal with AMD to deploy 6 gigawatts of GPUs over multiple years, sending AMD shares soaring and highlighting the explosive growth in AI demand. Nvidia takes a small hit, underscoring the competitive dynamics in the AI chip market and the massive investment flowing into scaling AI infrastructure.

Meanwhile, global political shocks are adding volatility: France’s new PM resigned after just 14 hours in office, Japan’s Takaichi faces rising inflation and record debt while willing to push for a pro-growth agenda, while the UK – who did the same and failed - braces for another ugly budget announcement. Despite these risks, equities remain resilient, while safe-haven assets such as gold, silver and Treasuries attract attention.

Watch the full episode to find out more!

0:00 Intro
0:50 OpenAI hits another home run!
4:00 FX update
6:42 Why you should forget about another Abe-moment for Japan

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 worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020.

#OpenAI #AMD #AIStocks #Nvidia #Takaichi #JapanMarkets #FrenchPolitics #USGovernmentShutdown #Investing #StockMarketNews #TechInvesting #GlobalMarkets
#Swissquote #MarketTalk

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