Big Tech delivers... but oil steals the show | MarketTalk: What’s up today?

Microsoft, Amazon and Alphabet posted strong earnings, with cloud growth confirming that the AI boom is translating into real revenue. From Amazon’s fastest cloud expansion in years to Microsoft’s 39% Azure growth, the AI trade looks alive and well.

At the same time, oil prices are surging above $113, shaking the macro outlook. Rising energy costs are pushing inflation expectations higher and complicating the path for the Federal Reserve and other central banks.
So… is the AI rally strong enough to withstand an oil shock?

Watch the full episode to find out more!

0:00 Intro
1:10 Big Tech delivers... except Meta
3:55 Oil surges on geopolitical tensions
5:02 Central bank policies are cloudy
7:02 US debt makes gold appealing at dips

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, and launched her own website ipekScope.com in 2025.

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