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Tech leads rally on more deals ahead of Fed decision, earnings | MarketTalk: What’s up today?

About this video

Who needs data when Jensen Huang is out dropping billion-dollar deals? From Nokia to Palantir, Uber and even the U.S. Department of Energy, Nvidia’s latest partnerships are lighting up markets and sending Nokia shares to their highest level in 15 years. With $500 billion in chip orders reportedly booked and new collaborations with Samsung and Hyundai on the way, Huang insists there’s no bubble here. The S&P 500 and Nasdaq hit fresh records, Microsoft gained 2% on OpenAI news — and Big Tech earnings are next.

Meanwhile, uranium’s rally mirrors AI’s hunger for power, and traders are bracing for the Federal Reserve’s next move. Will Powell sweeten the mood with a dovish cut?

Watch the full episode to find out more!

0:00 Intro
0:44 More AI deals
5:37 Fed to cut rates, and maybe more!
6:53 FX update: US dollar bears abstain but...

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.

#Nvidia #JensenHuang #AIStocks #StockMarket #Investing #BigTech #Uranium #Microsoft #OpenAI #FOMC #Fed #InterestRates #Nasdaq #SP500 #Nokia #Palantir #Samsung #Hyundai #EarningsSeason #FinanceNews #MarketUpdate
#Swissquote #MarketTalk

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