AI - maybe in a bubble that's expected to grow bigger | MarketTalk: What’s up today? | Swissquote
About this video
Investors took a breather as Oracle’s surprisingly thin profit margins cooled the post–OpenAI and AMD euphoria. The company made roughly $900 million in revenue by renting servers powered by Nvidia chips, but only $125 million in gross profit — a reminder that the AI infrastructure boom is capital-intensive and still finding its footing. Yet optimism remains strong: McKinsey projects global data-center capacity to triple by 2030, fueled by AI demand. Meanwhile, Nvidia eyes an investment in Elon Musk’s xAI, reigniting tech enthusiasm. On the energy side, Shell hit a one-year high on strong Q3 results, while renewable forecasts dimmed under policy shifts. The US dollar gains despite a US government shutdown on weak euro and yen, while the FOMC minutes are still on schedule — markets are watching.
Watch the full episode to find out more!
0:00 Intro
0:54 AI bubble talk
5:55 Energy appetite improves...
7:01 ... in expense of clean energy.
8:17 FX update: USD benefits from euro, yen sales
9:36 Today: keep an eye on FOMC minutes!
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.
#AI #Nvidia #Oracle #DataCenters #Investing #StockMarket #FOMC #Energy #Shell #USDJPY #Forex #Macro #Trading #MarketUpdate #Economy
#Swissquote #MarketTalk
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