Oil, defense stocks rise on Venezuela, tech stocks rise on AI | MarketTalk: What’s up today?
About this video
Venezuela news are rattling markets in more ways than one. Crude oil started the week hesitating in Asia, only to rally in Europe and the US as traders priced in the potential for American oil majors to step in. Energy stocks surged, defence shares are climbing amid rising geopolitical risks, and rare earth metals are benefiting as China watches the situation closely.
On the data front, the soft US data keeps US yields in check and pressures the dollar lower, while in technology, AI stocks start the year on a strong footage and Nvidia is concretely expanding its technology to physical AI: robots and cars.
Are crunchy news enough to bring investors in a highly valued and increasingly questioned tech market?
Watch the full episode to find out more!
0:00 Intro
1:14 Venezuela news boost oil, defense stocks and
3:38 ... Rare earth metals
5:42 US data points at weakness
7:11 Tech stocks in demand
7:38 Nvidia eyes physical AI
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.
#Venezuela #OilMarkets #EnergyStocks #TechStocks #Geopolitics #RareEarths #Commodities #investing #MacroTrends #FinancialMarkets
#Swissquote #MarketTalk
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