Episode Details
Back to Episodes
Nvidia Earnings: Has The AI Trade Peaked?
Published 1 month, 3 weeks ago
Description
Nvidia's earnings are once again taking center stage as the AI market barometer, even as tech behemoths commit close to US$700 billion in AI CAPEX this year alone, increasingly funded through debt. Patrick Chang, Chief Investment Officer at CIMB Bank, joins BFM’s Market Watch to unpack what Nvidia's numbers signal for the broader market, the evolution of AI monetisation, and where the next compelling investment themes lie.
See omnystudio.com/listener for privacy information.