Tech selloff deepens despite strong earnings | MarketTalk
About this video
Chipmakers are delivering record profits, beating expectations and raising guidance—yet investors are selling first and asking questions later. TSMC's outstanding earnings failed to impress the market, Samsung, SK Hynix and Nvidia are all under pressure despite massive AI investments, telling that the next phase of the AI trade won’t be about AI demand but possible overheating, what it means for the global financial markets, in the context of tense geopolitical setup and uncertain monetary policy outlook.
Watch the full episode to find out more!
0:00 Intro
1:13 Chip stocks selloff continues despite strong tech earnings
7:30 Middle East tensions worry
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.
#Markets #Stocks #Investing #AI #ArtificialIntelligence #TSMC #Nvidia #Samsung #SKHynix #Alphabet #Intel #Tesla #Semiconductors #BigTech #Earnings #Oil #Geopolitics #Bonds #MarketOutlook
#Swissquote #MarketTalk
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