Podcast Episodes
Back to SearchReality check for AI sends markets lower
Global markets retreated yesterday as investors took a closer look at lofty AI valuations. The US dollar climbed to a three-month high, supported by …
7 months, 4 weeks ago
Markets ride the AI and earnings wave, but valuation concerns linger
Stock markets edged higher during the European and US trading sessions, buoyed by earnings and renewed investor enthusiasm around AI-driven deals and…
8 months ago
Nvidia creates a country’s economy in only 5 days
Markets were buoyed by solid tech earnings, a positive Trump–Xi meeting, and a wave of AI-related deals last week. Nvidia single-handedly created an …
8 months ago
Markets pause for breath as they digest key earnings
US Markets closed slightly lower on Thursday after hyperscaler earnings raised concerns about increasing AI spending, but Apple and Amazon results af…
8 months ago
Rate Cuts, Record Highs, and Rare Earths
The US Federal Reserve delivered a widely anticipated rate cut, but growing divisions among policymakers spooked markets. Strong AI-driven spending f…
8 months ago
AI-powered markets hit new highs, but market breadth remains narrow
As European markets experience some profit-taking ahead of key central bank meetings, all major US stock indices closed at record highs. However, mar…
8 months ago
Wall Street hits record highs ahead of key earnings and central bank decisions
Global equity markets rallied as optimism around US-China trade negotiations lifted investor sentiment. European trade-sensitive sectors led early ga…
8 months ago
Global equities rally on trade deal optimism
Global stocks rose on renewed optimism that the United States and China are nearing a trade agreement. The upbeat sentiment also lifted commodity pri…
8 months, 1 week ago
Oil surges on sanctions, markets rally on earnings
Oil prices spiked over 5% after the US imposed fresh sanctions on Russia’s top crude producers. Meanwhile, equity markets rallied on strong corporate…
8 months, 1 week ago
Earnings and trade tensions in focus … as oil grabs the spotlight from gold
European and US stocks moved lower in yesterday’s trading sessions, with earnings releases and new mooted curbs on US software exports to China doing…
8 months, 1 week ago