What’s next is anybody’s guess! | MarketTalk: What’s up today?
About this video
Optimism extends to a fourth session as the US government shutdown ends and AI news drives gains. AMD jumped 9% after forecasting accelerating sales growth, while Cisco beat estimates and raised guidance, highlighting AI-driven hardware and infrastructure demand. Yet, the broader question remains: when will corporate AI spending translate into end-user revenue? Is this a bubble? Is Big Tech safe? And... what is safe, anyway?
Watch the full episode to find out more!
0:00 Intro
0:43 Sentiment update
3:50 Big Tech compared to the US
7:40 Blurry outlook as attention shifts to US data
8:38 US crude tanks below $60pb on OPEC report
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.
#MarketTalk #BigTech #USMarkets #FederalReserve #Investing #StockMarket #FinanceNews #Swissquote #Trading #MarketUpdate
_____
👉 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
