Moore Threads reveals new chip to compete Nvidia’s H200 | MarketTalk: What’s up today?
About this video
Friday’s tech rally brought much-needed relief to markets, sparked by one headline: Oracle will host TikTok’s US user data, opening a potential new cloud revenue stream and giving it a roughly 15% stake in the newly structured U.S. TikTok business. Oracle shares surged over 6%, while Nvidia and the Nasdaq also climbed as investors bet on the value of data centers and massive computing power.
Meanwhile, in China, Moore Threads announced new AI chips claiming to rival Nvidia’s H200 and narrow the gap with the next-gen Blackwell series.
Tech stocks are up, but with year-end liquidity thinning, investors are watching closely as the global semiconductor race accelerates.
Watch the full episode to find out more!
0:00 Intro
1:00 Oracle rebounds but questions remain
3:26 Moore threads new chips are coming after Nvidia's H200
7:29 Global markets update
9:05 Week Ahead
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.
#MooreThreads #Nvidia #AIChips #USChinaTech #Oracle #TechRally #ChipWars
#Swissquote #MarketTalk
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