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Sep 12
25m 23s

Pssst...Europe has AI stocks, too.

SAXOSTRATS
About this episode
Today we profile European companies with exposure to AI with Saxo Equity Strategist Ruben Dalfovo, as we continue to wonder what AI names may be in a bubble. Elsewhere, we note ongoing divergences in this market, largely brush off the impact of yesterday's US economic data as we focus on a possibly pivotal week ahead, given the FOMC is set to meet Wednesday ... Show More
Up next
Today
Welcome to the 9-minute.
<p>Today we shake up the podcast format a bit, something we plan to do from here on out by offering shorter, sub-10 minute episodes for quicker turnaround, while keeping the longer format for perhaps once or twice a week. Today, a look at Friday's very interesting session that wa ... Show More
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Yesterday looked like an ugly "tell" for the market. Be careful out there.
<p>Today, we break down a truly remarkable session yesterday, with new local highs on the sentiment boost from Nvidia's strong earnings and guidance completely wiped out as the market was stung for a loss on the day and a massive tumble from the opening highs. This looks like a " ... Show More
22m 5s
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<p>The market is trying to get back on the rally train on a strong Nvidia earnings report, although returning to trend will require some heavy lifting into options expiry this Friday - a failure here would be ugly. We discuss Nvidia earnings and what we're looking for from the co ... Show More
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