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Apr 2024
10m 45s

How bad, doctor? | MarketTalk: What’s up...

Insights, strategies, and innovations for smarter trading
About this episode
The week started on a hopeful note after the de-escalation of tensions between Israel and Iran. Gold and oil retreated, equities gained. Bitcoin was better bid following halving while cocoa futures continued to fluctuate near record highs. On the economic calendar, a series of PMI data are expected to confirm a slight improvement in global activity ... Show More
Up next
Yesterday
More tech deals, little US data, record-high gold. What’s next?
Tech megadeals, AI hype and market nerves — this week had it all! Nvidia and AMD’s blockbuster partnership lit up the sector, xAI reportedly raised $20 billion with Nvidia among its backers and SoftBank moved to expand its AI footprint with ABB and OpenAI. Dell admitted it undere ... Show More
13m 22s
Oct 9
Tech and gold at ATH levels
Tech stocks continue to lead major US and Japanese indices toward fresh ATHs anud Elon Musk's xAI securing a significant $20 billion funding round, and buying ABB's robotics division. Companies like Dell are also revising growth forecasts upward, attributing this optimism to the ... Show More
13m 31s
Oct 8
AI - maybe in a bubble that's surely expected to grow bigger
Investors took a breather as Oracle’s surprisingly thin profit margins cooled the post–OpenAI and AMD euphoria. The company made roughly $900 million in revenue by renting servers powered by Nvidia chips, but only $125 million in gross profit — a reminder that the AI infrastructu ... Show More
11m 21s
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