Nvidia’s new plan | MarketTalk
About this video
AI continues to dominate markets, pushing the S&P 500 to fresh record highs as investors rush to gain exposure to the next technological revolution. Nvidia's latest AI PC announcement highlights how quickly artificial intelligence is moving from data centres to everyday devices, potentially accelerating adoption across the economy.
But beneath the excitement, AI is no longer just a technology trend. The boom is increasingly financed by traditional investors, capital markets, private credit and corporate balance sheets. The worry is: will AI become the productivity revolution investors hope for? Or are markets becoming too optimistic about a future that remains uncertain?
What are the risks of investing, and staying outside the trend?
Watch the full episode to find out more!
0:00 Intro
0:43 Middle East, oil price update
3:16 Tech update
5:53 Risk of investing vs Risk of not investing!
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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#Swissquote #MarketTalk
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