Nvidia surprised the street with another major beat to guidance estimates for its Q2 earnings release - arguably the most widely watched corporate earnings report globally in 2023, with the stock +9% higher in after-hours trading.
However, in the following Asia trading session - which is the world's first region to start the full trading day, and thereby the ... Show More
Aug 2023
China Drags Global Markets Down As Half-Measure Policies Prove To Be Ineffective
China has had a very rough 2023, in markets and in the real economy. But, last week was a particularly brutal week for China’s markets, as the Hang Seng Index closed the week in bear market territory, and the yuan edged ever closer to its treacherous 15-year lows - all of which h ... Show More
1h 6m
Aug 2023
Asia Pulls Down Global Equities, As The Dollar Weighs On Asia
As followers of Market Depth Podcast know- this year's NASDAQ upside rally was largely driven by Japan and the Nikkei225. Now, Weston Nakamura explains how the current market sell-off is being driven by China, and the plunging yuan. Weston also discusses his views on the Japanese ... Show More
38m 56s
Feb 2024
MM143: Nvidia Earnings, Cocoa Beans and Japanese Relief
<p>In our end-of-week wrap of Global Markets, we discuss:</p><br><p>**Nvidia’s Market Triumph**:</p><p>Nvidia shattered records with the largest single-day market gain in history, adding an astounding $277 billion to its value. This monumental surge propels Nvidia into the ranks ... Show More
40m 20s
Sep 2025
Headwinds in Europe, tailwinds in big tech – and momentum building in Asia
European markets have recently underperformed compared to their US counterparts, with German automakers weighing heavily on broader indices yesterday. Meanwhile, US technology stocks continue to power ahead, buoyed by another significant development in the AI space—the announceme ... Show More
14m 50s
Aug 2023
MM124: Is Nvidia overvalued and why the expansion of the BRICS matters to the West and the rest!
<p>Nvidia reported an incredible 88% jump in revenue this week driven by the ongoing demand for AI chips. However, their shares finished the session flat. What is a fair valuation for the tech stock and can its shares continue to rise?</p><br><p>The BRICS (Brazil, Russia, India, ... Show More
44m 32s
Aug 2025
Nvidia beats but its share price tumbles in after-markets trading
French stocks have staged a modest recovery following the recent sell-off, while government bond spreads relative to neighbouring Germany have continued to widen. Meanwhile, the S&P 500 reached a new record high, as investors awaited Nvidia's Q2 earnings report after the market c ... Show More
13m 16s