Holy Nvidia! | MarketTalk: What’s up today? | Swissquote

Описание: Every time you think the AI rally has topped out, it finds another gear. Nvidia hit a fresh all-time high after reports it’s deepening its partnership with OpenAI to build massive new data centers — we’re talking about 10 gigawatts of capacity, the scale of ten nuclear reactors. A genius move: OpenAI needs Nvidia chips, and Nvidia is making sure it gets both the sales and the strategic tie. Elsewhere, Oracle rallied 6% on news it will secure TikTok’s US algorithm. Together, Big Tech pushed US indices to new highs, while non-tech sectors lagged. In bonds, the 2-year yield rose past 3.60%, ignoring Trump-linked economist Stephen Miran’s calls for rapid rate cuts. Bitcoin and cryptocurrencies couldn’t benefit from the tech rally, US dollar remained under pressure, while gold extended gains to fresh highs!

Watch the full episode to find out more!

0:00 Intro
0:47 Nvidia & OpenAI team up, Oracle fueled by Tiktok deal
2:34 Tech stocks lead major US indices to fresh ATHs
2:55 Non-tech less cheery as US yields rebound
5:54 FX, crypto & commo update

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.

#Nvidia #OpenAI #ArtificialIntelligence #TechStocks #StockMarket #Investing #Oracle #AIrally #Markets #WallStreet
#Swissquote #MarketTalk

_____
Discover our brand and philosophy: https://swiwwsquote.com/?utm_source=y...
_____
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&...
_____
Learn more about our employees: https://swq.ch/d5
_____
Let's stay connected:
LinkedIn: https://swq.ch/cH