How high is too high? | MarketTalk

SpaceX has surged to a valuation above $2.6 trillion, making it one of the most valuable companies in the world despite reporting losses and offering no clear profit outlook for this year. The rally is reigniting the bubble debate and raising questions about how far investors are willing to stretch valuations in the search for the next big thing.

At the same time, new Fed Chair Kevin Warsh faces his first major policy test. Inflation remains above 4%, the labour market remains relatively resilient, and markets have gone from pricing multiple rate cuts this year to considering the possibility of a late-year rate hike.

What will the Fed do? How will the markets react?

Watch the full episode to find out more!

0:00 Intro
1:06 SpaceX is now the 5th biggest US company
3:08 Bubble talks
5:46 All eyes on the Fed!

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.

#SpaceX #Fed #FOMC #KevinWarsh #Inflation #InterestRates #BigTech #Nasdaq100 #SP500 #StockMarket #Investing #MarketBubble #AI #WallStreet #MarketAnalysis
#Swissquote #MarketTalk

_____
👉 Discover our brand and philosophy:
https://www.swissquote.com/en/group
_____
👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
_____
👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers