Is this it? Is the tech rally over?| MarketTalk
About this video
Strong tech earnings aren’t enough to keep investors on board. AI stocks tumble as concerns about spending, debt and energy constraints overshadow impressive growth. In today’s Swissquote Daily Market Talk, we discuss the technology selloff, demand for US Treasuries, gold’s disappointing reaction and widening French sovereign spreads. We also look at P&G’s defensive appeal and why energy could become the next major AI investment theme. With Microsoft, Alphabet, Amazon and Sandisk reporting next week, can earnings restore confidence, or will investors keep jumping ship?
Watch the full episode to find out more!
0:00 Intro
1:05 No tech appetite
3:44 Money flows to US Treasuries, value stocks
8:11 What to watch next?
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.
#AI #Nasdaq #TechStocks #Earnings #Treasuries #Gold #Energy
#Swissquote #MarketTalk
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