Markets are firmly focused on one firm and one leader this morning as Nvidia’s board meets to decide the fate of Jensen Huang. After US markets ended higher yesterday and Europe’s Stoxx 600 notched its highest ever close, reports that Nvidia’s board might move to change their leader sent the company’s shares down 10% and futures markets tumbled too. Most of Asia traded lower today although Japan’s Topix provided a small green window. After bouncing back last week, precious metals have come under pressure again. Carsten Menke, Head of Next Generation Research, joins the podcast to explain what’s behind the latest moves, and what he expects in both the short and longer-term now.
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